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Polaris
PII

Overview Fund Activity

428 hedge funds and large institutions have $2.82B invested in Polaris in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 151 increasing their positions, 126 reducing their positions, and 85 closing their positions.

Holders
428
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
88
Increased
151
Reduced
126
Closed
85
Calls
$16.6M
Puts
$43.6M
Net Calls
-$27M
Net Calls Change
-$18.1M

Top Buyers

1
RI
1
RWWM Inc
California
$51.3M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$51.9M
3
Norges Bank
3
Norges Bank
Norway
$24.7M
4
AOI
4
Auto-Owners Insurance
Michigan
$23M
5
Capital World Investors
5
Capital World Investors
California
$355M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$38.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$12M
5
KCM
5
Kodai Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NRD
451
Nebula Research & Development
New York
– – -4,708 Closed
OIA
452
OneDigital Investment Advisors
Kansas
– – -4,699 Closed
CA
453
Calton & Associates
Florida
– – -4,402 Closed
VI
454
Vestcor Inc
New Brunswick, Canada
– – -4,249 Closed
SSA
455
Sierra Summit Advisors
Nevada
– – -4,059 Closed
BP
456
Ballentine Partners
Massachusetts
– – -3,664 Closed
SCM
457
Shelton Capital Management
Colorado
– – -3,657 Closed
HAG
458
HighPoint Advisor Group
Illinois
– – -3,612 Closed
AI
459
Atria Investments
North Carolina
– – -3,588 Closed
OTL
460
Oak Thistle LLC
New York
– – -3,571 Closed
NCM
461
Novare Capital Management
North Carolina
– – -3,505 Closed
PSIWM
462
Paradigm Strategies in Wealth Management
Minnesota
– – -3,331 Closed
AIM
463
Avity Investment Management
Connecticut
– – -3,300 Closed
RCM
464
Radnor Capital Management
Pennsylvania
– – -3,290 Closed
FL
465
FreeGulliver LLC
Louisiana
– – -3,206 Closed
SLC
466
Second Line Capital
Louisiana
– – -3,150 Closed
M&T Bank
467
M&T Bank
New York
– – -3,141 Closed
CB
468
Commerce Bank
Missouri
– – -3,050 Closed
RWP
469
RWA Wealth Partners
Massachusetts
– – -3,000 Closed
KCM
470
Kaye Capital Management
California
– – -3,000 Closed
LC
471
LCNB Corp
Ohio
– – -2,998 Closed
MSRPS
472
Maryland State Retirement & Pension System
Maryland
– – -2,982 Closed
CL
473
Choreo LLC
Illinois
– – -2,965 Closed
CGH
474
Crossmark Global Holdings
Texas
– – -2,953 Closed
EI
475
EDMP Inc
Florida
– – -2,939 Closed
17 18
19
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