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Polaris
PII

Overview Fund Activity

493 hedge funds and large institutions have $5.36B invested in Polaris in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 157 increasing their positions, 150 reducing their positions, and 71 closing their positions.

Holders
493
Holders Change
+20
Holders Change %
+4.23%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
102
Increased
157
Reduced
150
Closed
71
Calls
$49.6M
Puts
$77.4M
Net Calls
-$27.8M
Net Calls Change
-$17.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$305M
2
EIP
2
Epoch Investment Partners
New York
$37.6M
3
State Street
3
State Street
Massachusetts
$396M
4
Brown Advisory
4
Brown Advisory
Maryland
$48.4M
5
VanEck Associates
5
VanEck Associates
New York
$184M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$947K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$33.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$678M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.99M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSC
476
Syverson Strege & Co
Iowa
$1K 6 – –
TWA
477
TCI Wealth Advisors
Arizona
$1K 12 – –
SC
478
Schubert & Co
Texas
$1K 9 +9 New
DHGWA
479
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K 9 +9 New
CA
480
CoreCap Advisors
Michigan
$1K 10 +10 New
CWP
481
Concord Wealth Partners
Virginia
$1K 10 +10 New
JWA
482
JFS Wealth Advisors
Pennsylvania
$1K 12 +12 New
CA
483
Cornerstone Advisory
Maryland
$1K 12 +12 New
UIA
484
Ulland Investment Advisors
Minnesota
$1K 13 +13 New
FP
485
Financial Perspectives
Minnesota
$915 8 – –
FHC
486
First Heartland Consultants
Missouri
$811 7,383 +7,383 New
SWA
487
Sutton Wealth Advisors
Florida
$659 6 +6 New
CP
488
Castleview Partners
Texas
$139 15,277 +15,277 New
ED
489
Exane Derivatives
France
$110 1 -461 -100%
WIM
490
Westside Investment Management
California
$9 82 – –
CCMG
491
Clark Capital Management Group
Pennsylvania
– – -230,095 Closed
BSA
492
Braun Stacey Associates
New York
– – -147,657 Closed
JGC
493
J. Goldman & Co
New York
– – -106,899 Closed
Schroder Investment Management Group
494
Schroder Investment Management Group
United Kingdom
– – -102,373 Closed
GLA
495
Great Lakes Advisors
Illinois
– – -97,689 Closed
Robeco Institutional Asset Management
496
Robeco Institutional Asset Management
Netherlands
– – -61,688 Closed
PI
497
Putnam Investments
Massachusetts
– – -57,446 Closed
BGIM
498
Brandywine Global Investment Management
Pennsylvania
– – -48,582 Closed
PAMP
499
Polar Asset Management Partners
Ontario, Canada
– – -47,873 Closed
Two Sigma Advisers
500
Two Sigma Advisers
New York
– – -40,300 Closed
18 19
20
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