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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 %
SOADOR
201
State of Alaska Department of Revenue
Alaska
$797K +$496 +5 +0.1%
SG Americas Securities
202
SG Americas Securities
New York
$789K -$1.2M -12,072 -60%
SNBOSCI
203
Security National Bank of Sioux City Iowa
Iowa
$775K +$2.98K +30 +0.4%
SBIA
204
Sheaff Brock Investment Advisors
Indiana
$774K +$4.96K +50 +0.6%
MPPW
205
Mitchell & Pahl Private Wealth
Oklahoma
$773K +$77.5K +780 +11%
NWM
206
Northwest Wealth Management
Iowa
$763K +$200K +2,009 +35%
CP
207
CenterBook Partners
Connecticut
$762K +$188K +1,895 +33%
KFP
208
KMG Fiduciary Partners
Ohio
$757K +$170K +1,716 +29%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$750K – – –
KCM
210
Kendall Capital Management
Maryland
$726K -$332K -3,350 -31%
Public Sector Pension Investment Board (PSP Investments)
211
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$703K – – –
IMRF
212
Illinois Municipal Retirement Fund
Illinois
$697K +$327K +3,288 +88%
JPMPWA
213
J.P. Morgan Private Wealth Advisors
California
$680K +$4.17K +42 +0.6%
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$678K -$114K -1,144 -14%
HLOC
215
H.L. Ormond & Company
North Carolina
$659K -$13.3K -134 -2%
ZIG
216
Zurich Insurance Group
Switzerland
$655K – – –
GAM
217
Gotham Asset Management
New York
$649K -$229K -2,303 -26%
CCM
218
Chiron Capital Management
Florida
$645K -$19.8K -200 -3%
Prudential Financial
219
Prudential Financial
New Jersey
$642K -$99.6K -973 -13%
SAM
220
Shell Asset Management
Netherlands
$641K +$993 +10 +0.2%
EI
221
Ethic Inc
New York
$634K +$358K +3,606 +129%
Wellington Management Group
222
Wellington Management Group
Massachusetts
$614K -$240K -2,421 -28%
CAN
223
Cetera Advisor Networks
California
$608K +$252K +2,537 +71%
WP
224
WealthSource Partners
California
$596K – – –
TC
225
Truvestments Capital
Florida
$590K +$189K +1,904 +47%
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9
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