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Polaris
PII

Overview Fund Activity

445 hedge funds and large institutions have $3.68B invested in Polaris in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-13
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
152
Reduced
159
Closed
64
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$57.6M
2
Select Equity Group
Select Equity Group
New York
$31.4M
3
American Century Companies
American Century Companies
Missouri
$30.3M
4
Millennium Management
Millennium Management
New York
$40.1M
5
Citadel Advisors
Citadel Advisors
Florida
$21.5M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$627K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Macquarie Group
Macquarie Group
Australia
$8.99M
5
Invesco
Invesco
Georgia
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
476
Truvestments Capital
Florida
– -$304K -3,036 Closed
PAS
477
Park Avenue Securities
New York
– -$302K -3,016 Closed
BFM
478
Boothbay Fund Management
New York
– -$287K -2,868 Closed
JIC
479
Johnson Investment Counsel
Ohio
– -$284K -2,835 Closed
BBVA
480
Banco Bilbao Vizcaya Argentaria
Spain
– -$277K -2,768 Closed
MC
481
Maverick Capital
Texas
– -$276K -2,755 Closed
PF
482
Phoenix Financial
Israel
– -$270K -2,700 Closed
LWAM
483
Legacy Wealth Asset Management
Minnesota
– -$265K -2,647 Closed
NWM
484
Northwest Wealth Management
Iowa
– -$260K -2,599 Closed
SRIM
485
Saratoga Research & Investment Management
California
– -$253K -2,526 Closed
LNWWM
486
Laird Norton Wetherby Wealth Management
California
– -$250K -2,493 Closed
SCA
487
Snowden Capital Advisors
New York
– -$248K -2,480 Closed
TW
488
Trajan Wealth
Arizona
– -$243K -2,431 Closed
OC
489
Oppenheimer & Co
New York
– -$232K -2,313 Closed
MA
490
Mutual Advisors
Nebraska
– -$225K -2,246 Closed
IAA
491
Independent Advisor Alliance
North Carolina
– -$221K -2,211 Closed
GVAG
492
Great Valley Advisor Group
Delaware
– -$220K -2,198 Closed
CAM
493
Claret Asset Management
Quebec, Canada
– -$218K -2,180 Closed
SFP
494
Sweet Financial Partners
Minnesota
– -$214K -2,142 Closed
Mackenzie Financial
495
Mackenzie Financial
Ontario, Canada
– -$214K -2,134 Closed
EI
496
Ethic Inc
New York
– -$211K -2,110 Closed
DAC
497
Dividend Assets Capital
South Carolina
– -$208K -2,077 Closed
AWS
498
Atria Wealth Solutions
New York
– -$207K -2,072 Closed
AC
499
Armistice Capital
New York
– -$201K -2,009 Closed
CG
500
Caprock Group
Idaho
– -$200K -2,001 Closed
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