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Polaris
PII

Overview Fund Activity

493 hedge funds and large institutions have $5.36B invested in Polaris in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 157 increasing their positions, 150 reducing their positions, and 71 closing their positions.

Holders
493
Holders Change
+20
Holders Change %
+4.23%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
102
Increased
157
Reduced
150
Closed
71
Calls
$49.6M
Puts
$77.4M
Net Calls
-$27.8M
Net Calls Change
-$17.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$305M
2
EIP
2
Epoch Investment Partners
New York
$37.6M
3
State Street
3
State Street
Massachusetts
$396M
4
Brown Advisory
4
Brown Advisory
Maryland
$48.4M
5
VanEck Associates
5
VanEck Associates
New York
$184M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$947K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$33.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$678M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.99M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
551
Rockbridge Investment Management
New York
– – -50 Closed
ETC
552
Exchange Traded Concepts
Oklahoma
– – -47 Closed
RTL
553
Red Tortoise LLC
Georgia
– – -44 Closed
BMD
554
Better Money Decisions
New Mexico
– – -42 Closed
CFA
555
Cahill Financial Advisors
Minnesota
– – -34 Closed
1832 Asset Management
556
1832 Asset Management
Ontario, Canada
– – -32 Closed
APWA
557
Atlas Private Wealth Advisors
New Jersey
– – -20 Closed
CI
558
Cordant Inc
Oregon
– – -13 Closed
ME
559
McIlrath & Eck
Washington
– – -4 Closed
CPC
560
Consolidated Planning Corp
Georgia
– – -2 Closed
GKWIM
561
Gerber Kawasaki Wealth & Investment Management
California
– – -1 Closed
KBC Group
562
KBC Group
Belgium
– – – –
Capital Fund Management (CFM)
563
Capital Fund Management (CFM)
France
– – – –
SM
564
SG3 Management
Puerto Rico
– – – –
SAM
565
Scopus Asset Management
New York
– – – –
PAG
566
Paladin Advisory Group
Iowa
– – – –
Walleye Trading
567
Walleye Trading
New York
– – – –
Simplex Trading
568
Simplex Trading
Illinois
– – – –
Two Sigma Investments
569
Two Sigma Investments
New York
– – – –
Verition Fund Management
570
Verition Fund Management
Connecticut
– – – –
GWS
571
Glassman Wealth Services
Virginia
$0 3 +3 New
NFSG
572
Newbridge Financial Services Group
Florida
$0 4 +4 New
PA
573
PSI Advisors
Florida
$0 4 +4 New
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