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Polaris
PII

Overview Fund Activity

473 hedge funds and large institutions have $6.2B invested in Polaris in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 168 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-27
Holders Change %
-5.4%
% of All Funds
8.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
161
Reduced
168
Closed
69
Calls
$73.9M
Puts
$83.9M
Net Calls
-$9.96M
Net Calls Change
+$12.8M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$179M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$225M
3
Capital World Investors
3
Capital World Investors
California
$134M
4
Boston Partners
4
Boston Partners
Massachusetts
$390M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$124M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$139M
2
Invesco
2
Invesco
Georgia
$20.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$806M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.82M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
501
Lido Advisors
California
– -$503K -3,669 Closed
AC
502
Apogem Capital
New York
– -$493K -3,600 Closed
PAM
503
Panagora Asset Management
Massachusetts
– -$426K -3,109 Closed
QI
504
Qtron Investments
Massachusetts
– -$367K -2,677 Closed
VPIM
505
Vanguard Personalized Indexing Management
California
– -$344K -2,510 Closed
TC
506
Tatro Capital
Kentucky
– -$328K -2,398 Closed
MWM
507
Mission Wealth Management
California
– -$318K -2,319 Closed
WSFS
508
Wilmington Savings Fund Society
Delaware
– -$316K -2,310 Closed
PCM
509
Prelude Capital Management
New York
– -$274K -2,000 Closed
SCA
510
Snowden Capital Advisors
New York
– -$234K -1,712 Closed
PPP
511
Private Portfolio Partners
New Jersey
– -$233K -1,700 Closed
CFG
512
Cooper Financial Group
California
– -$231K -1,687 Closed
Verition Fund Management
513
Verition Fund Management
Connecticut
– -$231K -1,684 Closed
PCS
514
Personal CFO Solutions
New Jersey
– -$227K -1,660 Closed
M&T Bank
515
M&T Bank
New York
– -$226K -1,655 Closed
CPO
516
Cerity Partners OCIO
New York
– -$223K -1,630 Closed
HWMG
517
Hurlow Wealth Management Group
Indiana
– -$219K -1,600 Closed
Luther King Capital Management (LKCM)
518
Luther King Capital Management (LKCM)
Texas
– -$205K -1,500 Closed
Sumitomo Mitsui Trust Group
519
Sumitomo Mitsui Trust Group
Japan
– -$205K -1,499 Closed
VI
520
Vestcor Inc
New Brunswick, Canada
– -$178K -1,300 Closed
IP
521
Isthmus Partners
Wisconsin
– -$137K -1,000 Closed
SOW
522
State of Wyoming
Wyoming
– -$124K -905 Closed
ICM
523
Islay Capital Management
Texas
– -$119K -870 Closed
Mercer Global Advisors
524
Mercer Global Advisors
Colorado
– -$110K -800 Closed
MC
525
Maverick Capital
Texas
– -$43K -317 Closed
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