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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 %
PFS
476
Prospera Financial Services
Texas
– – -2,935 Closed
VI
477
Versor Investments
New York
– – -2,909 Closed
AFAS
478
Acorn Financial Advisory Services
Virginia
– – -2,850 Closed
URS
479
Utah Retirement Systems
Utah
– – -2,800 Closed
Mercer Global Advisors
480
Mercer Global Advisors
Colorado
– – -2,697 Closed
KAS
481
Kestra Advisory Services
Texas
– – -2,686 Closed
PP
482
Paloma Partners
Connecticut
– – -2,603 Closed
HH
483
Hilltop Holdings
Texas
– – -2,560 Closed
LNWWM
484
Laird Norton Wetherby Wealth Management
California
– – -2,472 Closed
SCA
485
Snowden Capital Advisors
New York
– – -2,453 Closed
MWM
486
Modera Wealth Management
New Jersey
– – -2,416 Closed
EI
487
Ethic Inc
New York
– – -2,110 Closed
GSEP
488
Golden State Equity Partners
California
– – -2,088 Closed
PWM
489
Partnership Wealth Management
Maryland
– – -2,044 Closed
Lazard Asset Management
490
Lazard Asset Management
New York
– – -1,078 Closed
SNB
491
Security National Bank
Nebraska
– – -500 Closed
NC
492
nVerses Capital
Florida
– – -500 Closed
CFM
493
Catalyst Funds Management
Australia
– – -400 Closed
QL
494
Quarry LP
New York
– – -388 Closed
OA
495
Operose Advisors
Wisconsin
– – -350 Closed
Allspring Global Investments
496
Allspring Global Investments
North Carolina
– – -254 Closed
CPA
497
Capital Performance Advisors
California
– – -220 Closed
ATS
498
Ashton Thomas Securities
New York
– – -164 Closed
LFA
499
LGT Financial Advisors
Texas
– – -143 Closed
KSWA
500
Kathleen S. Wright Associates
Pennsylvania
– – -129 Closed
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