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Polaris
PII

Overview Fund Activity

428 hedge funds and large institutions have $2.82B invested in Polaris in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 151 increasing their positions, 126 reducing their positions, and 85 closing their positions.

Holders
428
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
88
Increased
151
Reduced
126
Closed
85
Calls
$16.6M
Puts
$43.6M
Net Calls
-$27M
Net Calls Change
-$18.1M

Top Buyers

1
RI
1
RWWM Inc
California
$51.3M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$51.9M
3
Norges Bank
3
Norges Bank
Norway
$24.7M
4
AOI
4
Auto-Owners Insurance
Michigan
$23M
5
Capital World Investors
5
Capital World Investors
California
$355M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$38.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$12M
5
KCM
5
Kodai Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPPW
201
Mitchell & Pahl Private Wealth
Oklahoma
$597K 10,359 +989 +11%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$577K 10,012 -1,608 -14%
CM
203
Caption Management
Oklahoma
$563K 9,769 +9,769 New
KeyBank National Association
204
KeyBank National Association
Ohio
$544K 9,444 -4 -0%
VPIM
205
Vanguard Personalized Indexing Management
California
$542K 9,406 +3,572 +61%
CP
206
Camelot Portfolios
Ohio
$542K 9,399 -1,163 -11%
BHCM
207
Brevan Howard Capital Management
Jersey
$538K 9,345 +1,083 +13%
SFG
208
SNS Financial Group
Minnesota
$516K 8,960 -100 -1%
MFS
209
Mirabella Financial Services
United Kingdom
$511K 8,884 +8,884 New
OAM
210
Oppenheimer Asset Management
New York
$506K 8,784 -296 -3%
RSWM
211
Robertson Stephens Wealth Management
California
$490K 8,500 – –
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$487K 8,458 -5,086 -38%
GIA
213
Gateway Investment Advisers
Ohio
$481K 8,351 +588 +8%
Simplex Trading
214
Simplex Trading
Illinois
$478K 8,300 +8,300 New
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$477K 8,278 +1,241 +18%
WS
216
Wedbush Securities
California
$476K 8,255 +1,158 +16%
KWA
217
Kingswood Wealth Advisors
California
$473K 8,214 +3,221 +65%
Pacer Advisors
218
Pacer Advisors
Pennsylvania
$450K 7,817 +142 +2%
SBIA
219
Sheaff Brock Investment Advisors
Indiana
$448K 7,774 – –
LTAS
220
Linden Thomas Advisory Services
North Carolina
$438K 7,605 -74 -1%
WC
221
Wynn Capital
Georgia
$438K 7,594 -210 -3%
HCWM
222
Hidden Cove Wealth Management
Washington
$432K 7,506 +7,506 New
JG
223
Jain Global
New York
$432K 7,490 +7,490 New
PCM
224
Polymer Capital Management
New York
$427K 7,416 +7,416 New
KFS
225
Keynote Financial Services
Connecticut
$423K 7,334 +1,240 +20%
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