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Polaris
PII

Overview Fund Activity

432 hedge funds and large institutions have $5.45B invested in Polaris in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-16
Holders Change %
-3.57%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
140
Reduced
159
Closed
54
Calls
$51.7M
Puts
$66M
Net Calls
-$14.3M
Net Calls Change
-$30.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$594M
2
State Street
2
State Street
Massachusetts
$439M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.7M
5
SAM
5
Scopus Asset Management
New York
$9.93M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$45.8M
2
American Century Companies
2
American Century Companies
Missouri
$77.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.2M
4
AWM
4
Absher Wealth Management
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
X
176
Xponance
Pennsylvania
$1.08M +$46.6K +469 +5%
SM
177
Sciencast Management
New Jersey
$1.04M -$233K -2,002 -18%
CP
178
Camelot Portfolios
Ohio
$1.03M +$93.7K +944 +10%
DIA
179
Dean Investment Associates
Ohio
$1.02M +$45K +453 +5%
URS
180
Utah Retirement Systems
Utah
$1.01M – – –
Federated Hermes
181
Federated Hermes
Pennsylvania
$990K -$43.4K -437 -4%
BCM
182
Brookstone Capital Management
Illinois
$988K +$195K +1,742 +25%
DAC
183
Dividend Assets Capital
South Carolina
$963K +$99 +1 +0%
FHC
184
First Heartland Consultants
Missouri
$953K +$132K +1,334 +16%
SFG
185
SNS Financial Group
Minnesota
$939K -$9.93K -100 -1%
EP
186
Eudaimonia Partners
Tennessee
$934K +$10.8K +109 +1%
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$929K -$11.1K -112 -1%
AA
188
AlphaMark Advisors
Kentucky
$926K -$66.8K -673 -7%
TPCW
189
TD Private Client Wealth
New York
$910K -$4.17K -42 -0.5%
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$903K -$294K -2,956 -25%
II
191
Inspire Investing
Idaho
$899K +$679K +6,842 +309%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$894K – – –
BAM
193
Belpointe Asset Management
Nevada
$876K -$23.9K -241 -3%
NMERB
194
New Mexico Educational Retirement Board
New Mexico
$874K -$328K -3,300 -27%
UHC
195
Union Heritage Capital
Michigan
$846K – – –
RSWM
196
Robertson Stephens Wealth Management
California
$843K – – –
SNBOSD
197
Security National Bank of So Dak
Iowa
$837K +$6.46K +65 +0.8%
TIA
198
Tiemann Investment Advisors
California
$823K -$8.94K -90 -1%
CFA
199
CWS Financial Advisors
Michigan
$816K -$54.8K -552 -6%
VWM
200
Venturi Wealth Management
Texas
$802K +$2.09K +21 +0.3%
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8
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