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Polaris
PII

Overview Fund Activity

433 hedge funds and large institutions have $3.8B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
127
Reduced
169
Closed
75
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$162M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$107M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$32.2M
4
American Century Companies
4
American Century Companies
Missouri
$62.6M
5
Charles Schwab
5
Charles Schwab
California
$46.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$480M
2
GKIM
2
GW&K Investment Management
Massachusetts
$22K
3
Millennium Management
3
Millennium Management
New York
$16.3M
4
MPI
4
Mairs & Power Inc
Minnesota
$6.55M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
176
Walleye Capital
New York
$894K -$1.62M -19,405 -64%
UHC
177
Union Heritage Capital
Michigan
$893K – – –
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$886K -$29.1K -350 -3%
CP
179
Camelot Portfolios
Ohio
$879K -$445K -5,351 -34%
DWT
180
Dorsey & Whitney Trust
South Dakota
$839K -$502K -6,035 -37%
RC
181
RBF Capital
California
$832K +$832K +10,000 New
KeyBank National Association
182
KeyBank National Association
Ohio
$786K +$786K +9,448 New
SAM
183
Silvercrest Asset Management
New York
$780K -$4.99K -60 -0.6%
MPPW
184
Mitchell & Pahl Private Wealth
Oklahoma
$780K +$29.5K +354 +4%
SNBOSD
185
Security National Bank of So Dak
Iowa
$757K -$6.66K -80 -0.9%
OAM
186
Oppenheimer Asset Management
New York
$756K -$934K -11,223 -55%
SFG
187
SNS Financial Group
Minnesota
$754K – – –
SEI Investments
188
SEI Investments
Pennsylvania
$749K +$449K +5,395 +150%
SNBOSCI
189
Security National Bank of Sioux City Iowa
Iowa
$729K +$3.5K +42 +0.5%
RSWM
190
Robertson Stephens Wealth Management
California
$708K -$2K -24 -0.3%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$706K +$406K +4,774 +135%
US Bancorp
192
US Bancorp
Minnesota
$703K -$11.2K -135 -2%
AC
193
AXQ Capital
New Jersey
$699K -$141K -1,691 -17%
Citigroup
194
Citigroup
New York
$696K +$309K +3,713 +80%
BHCM
195
Brevan Howard Capital Management
Jersey
$688K -$1.03M -12,412 -60%
CA
196
Claro Advisors
Massachusetts
$656K +$21.1K +254 +3%
WC
197
Wynn Capital
Georgia
$650K +$46.4K +558 +8%
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$647K – – –
GIA
199
Gateway Investment Advisers
Ohio
$646K +$57.9K +695 +10%
LTAS
200
Linden Thomas Advisory Services
North Carolina
$639K +$16.8K +202 +3%
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