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Polaris
PII

Overview Fund Activity

475 hedge funds and large institutions have $5.22B invested in Polaris in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 162 reducing their positions, and 47 closing their positions.

Holders
475
Holders Change
+18
Holders Change %
+3.94%
% of All Funds
7.58%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
69
Increased
154
Reduced
162
Closed
47
Calls
$75.3M
Puts
$125M
Net Calls
-$49.9M
Net Calls Change
-$57.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$687M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$42.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$37.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$44.2M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M

Top Sellers

1
State Street
1
State Street
Massachusetts
$307M
2
VanEck Associates
2
VanEck Associates
New York
$145M
3
Norges Bank
3
Norges Bank
Norway
$9.45M
4
Man Group
4
Man Group
United Kingdom
$9.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Southernsun Asset Management
Tennessee
$37.1M 356,360 -46,737 -12%
Charles Schwab
27
Charles Schwab
California
$36.2M 347,561 +3,747 +1%
Bank of America
28
Bank of America
North Carolina
$32.4M 311,291 +22,741 +8%
Wells Fargo
29
Wells Fargo
California
$30.5M 292,653 +1,076 +0.4%
HPC
30
HM Payson & Co
Maine
$29M 278,203 -19,432 -7%
Invesco
31
Invesco
Georgia
$28.6M 274,342 +80,788 +42%
Goldman Sachs
32
Goldman Sachs
New York
$27.8M 266,740 +108,564 +69%
ProShare Advisors
33
ProShare Advisors
Maryland
$27.1M 260,699 -37,626 -13%
Royal London Asset Management
34
Royal London Asset Management
United Kingdom
$26.3M 252,102 +3,029 +1%
SHCM
35
Silver Heights Capital Management
Ontario, Canada
$22.9M 219,693 -95,759 -30%
VDI
36
Vaughan David Investments
Illinois
$22.9M 219,662 +1,510 +0.7%
Principal Financial Group
37
Principal Financial Group
Iowa
$20.5M 196,876 -4,233 -2%
Millennium Management
38
Millennium Management
New York
$19M 182,646 +160,465 +723%
First Trust Advisors
39
First Trust Advisors
Illinois
$18.7M 179,912 +14,498 +9%
SAM
40
Silvercrest Asset Management
New York
$17.5M 168,390 -6,129 -4%
SFM
41
Systematic Financial Management
New Jersey
$17.2M 164,999 -5,231 -3%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$16.8M 161,051 -14,716 -8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$16.8M 160,975 -924 -0.6%
JFG
44
Jefferies Financial Group
New York
$16.2M 155,824 +155,824 New
UBS AM
45
UBS AM
Illinois
$15.9M 152,847 +56,116 +58%
UBS Group
46
UBS Group
Switzerland
$15.5M 149,054 +11,055 +8%
Citadel Advisors
47
Citadel Advisors
Florida
$15.4M 147,680 +76,847 +108%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$14.8M 142,530 -4,111 -3%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$14.7M 141,453 -2,428 -2%
SIC
50
Schwartz Investment Counsel
Michigan
$14.6M 140,600 – –
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