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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 %
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$639K -$27.9K -335 -4%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$638K -$48.9K -587 -7%
CIBC World Market
203
CIBC World Market
Ontario, Canada
$635K +$24.4K +293 +4%
WS
204
Wedbush Securities
California
$591K +$68.5K +822 +13%
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$586K +$24.9K +299 +4%
CCM
206
Cinctive Capital Management
New York
$586K +$586K +7,040 New
IMRF
207
Illinois Municipal Retirement Fund
Illinois
$584K – – –
VOYA Investment Management
208
VOYA Investment Management
Georgia
$557K -$55.4K -665 -9%
ZIG
209
Zurich Insurance Group
Switzerland
$549K – – –
VF
210
Virtu Financial
New York
$535K +$535K +6,424 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$534K -$62.8K -754 -11%
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$518K -$120K -1,418 -19%
ET
213
Entropy Technologies
New York
$518K +$518K +6,220 New
NICM
214
Neo Ivy Capital Management
New York
$516K +$516K +6,198 New
SOADOR
215
State of Alaska Department of Revenue
Alaska
$511K +$34.1K +410 +7%
KFS
216
Keynote Financial Services
Connecticut
$507K +$63.3K +761 +14%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$500K +$282K +3,384 +129%
VPIM
218
Vanguard Personalized Indexing Management
California
$486K +$98K +1,177 +25%
Federated Hermes
219
Federated Hermes
Pennsylvania
$478K +$163K +1,953 +52%
CA
220
CoreCap Advisors
Michigan
$478K +$478K +5,739 New
X
221
Xponance
Pennsylvania
$472K -$183K -2,201 -28%
SAM
222
Shell Asset Management
Netherlands
$456K +$456K +5,478 New
AIMC
223
Alley Investment Management Company
Illinois
$447K – – –
SA
224
Sanctuary Advisors
Indiana
$444K -$25.1K -370 -5%
TC
225
TownSquare Capital
Utah
$439K +$43.8K +526 +11%
7 8
9
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