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Polaris
PII

Overview Fund Activity

448 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 84 closing their positions.

Holders
448
Holders Change
-45
Holders Change %
-9.13%
% of All Funds
7.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
174
Reduced
140
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$390M
2
RRAM
2
River Road Asset Management
Kentucky
$88.9M
3
State Street
3
State Street
Massachusetts
$436M
4
Morgan Stanley
4
Morgan Stanley
New York
$108M
5
Royal London Asset Management
5
Royal London Asset Management
United Kingdom
$19.9M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$271M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$609M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$24.6M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
501
Affiance Financial
Minnesota
– – -1,843 Closed
HA
502
Harfst & Associates
Wyoming
– – -1,838 Closed
FNBT
503
FineMark National Bank & Trust
Florida
– – -1,830 Closed
SCA
504
Snowden Capital Advisors
New York
– – -1,319 Closed
CG
505
Cutler Group
California
– – -972 Closed
CWS
506
Confluence Wealth Services
Pennsylvania
– – -805 Closed
EIM
507
Essex Investment Management
Massachusetts
– – -765 Closed
LFG
508
Leverty Financial Group
Wisconsin
– – -361 Closed
NICM
509
Neo Ivy Capital Management
New York
– – -267 Closed
SFM
510
Signet Financial Management
New Jersey
– – -215 Closed
KFP
511
KB Financial Partners
New Jersey
– – -106 Closed
TCOV
512
Trust Company of Vermont
Vermont
– – -100 Closed
CCM
513
Chilton Capital Management
Texas
– – -95 Closed
CA
514
Clearstead Advisors
Ohio
– – -84 Closed
Fuller & Thaler Asset Management
515
Fuller & Thaler Asset Management
California
– – -80 Closed
VCM
516
Vigilant Capital Management
Maine
– – -50 Closed
AA
517
Ancora Advisors
Ohio
– – -47 Closed
LC
518
Lindbrook Capital
California
– – -41 Closed
RDFA
519
Ritter Daniher Financial Advisory
Ohio
– – -40 Closed
LWA
520
Lenox Wealth Advisors
New York
– – -39 Closed
PAI
521
Pittenger & Anderson Inc
Nebraska
– – -37 Closed
AssetMark Inc
522
AssetMark Inc
California
– – -17 Closed
AIM
523
Anchor Investment Management
South Carolina
– – -13 Closed
CA
524
Cornerstone Advisory
Maryland
– – -12 Closed
CA
525
CoreCap Advisors
Michigan
– – -10 Closed
18 19 20
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