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Polaris
PII

Overview Fund Activity

470 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 139 increasing their positions, 178 reducing their positions, and 74 closing their positions.

Holders
470
Holders Change
-5
Holders Change %
-1.05%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
139
Reduced
178
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$89M
2
Jane Street
2
Jane Street
New York
$33.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$58.2M
4
State Street
4
State Street
Massachusetts
$303M
5
Holocene Advisors
5
Holocene Advisors
New York
$19.9M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$8.67M
2
Boston Partners
2
Boston Partners
Massachusetts
$109M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$756K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$60.8M
5
VDI
5
Vaughan David Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
501
Golden State Equity Partners
California
– – -3,200 Closed
APG Asset Management
502
APG Asset Management
Netherlands
– – -3,200 Closed
Cetera Investment Advisers
503
Cetera Investment Advisers
Illinois
– – -3,111 Closed
Mitsubishi UFJ Trust & Banking
504
Mitsubishi UFJ Trust & Banking
Japan
– – -2,970 Closed
IUHSA
505
Itau Unibanco Holding S.A.
Brazil
– – -2,959 Closed
LA
506
Lindenwold Advisors
Pennsylvania
– – -2,898 Closed
HWAM
507
Hennion & Walsh Asset Management
New Jersey
– – -2,794 Closed
MMA
508
Miracle Mile Advisors
California
– – -2,735 Closed
Envestnet Portfolio Solutions
509
Envestnet Portfolio Solutions
Illinois
– – -2,710 Closed
FNBT
510
FineMark National Bank & Trust
Florida
– – -2,647 Closed
Mackenzie Financial
511
Mackenzie Financial
Ontario, Canada
– – -2,622 Closed
JCIA
512
Jackson Creek Investment Advisors
Colorado
– – -2,620 Closed
DC
513
Davenport & Co
Virginia
– – -2,620 Closed
ATC
514
Argent Trust Co
Tennessee
– – -2,569 Closed
EI
515
Ethic Inc
New York
– – -2,525 Closed
Marshall Wace
516
Marshall Wace
United Kingdom
– – -2,500 Closed
LCWP
517
Legacy Capital Wealth Partners
Arkansas
– – -2,253 Closed
AWS
518
Atria Wealth Solutions
New York
– – -2,152 Closed
KeyBank National Association
519
KeyBank National Association
Ohio
– – -2,140 Closed
TFS
520
Thoroughbred Financial Services
Tennessee
– – -2,048 Closed
SAM
521
Secure Asset Management
Michigan
– – -2,012 Closed
ZF
522
Zhang Financial
Michigan
– – -2,000 Closed
MFG
523
Mendota Financial Group
Wisconsin
– – -1,356 Closed
SCA
524
Stonebridge Capital Advisors
Minnesota
– – -1,050 Closed
CWP
525
Concord Wealth Partners
Virginia
– – -636 Closed
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