Polar Asset Management Partners Inc.

Q3 2022 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2022
Date filed
11/14/2022
Form type
13F-HR
Num holdings
1,391
Total value ($000)
$8,338,881
Net value change ($000)
-252,392 (-2.9%)
New positions
142
Sold out positions
111
Turnover %
25.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 25,960 60.0%
APLS 22,049 540.0%
HLT 21,241 NEW
IWM 21,148 NEW
JPM 20,973 NEW
AMD 20,361 175.8%
GKOS 19,421 159.5%
HUBS 19,206 NEW
CRL 18,755 NEW
PTC 18,734 NEW
Top Reduces (Value $000, Stocks/ETFs)
IGV -42,976 -100.0%
LNTH -36,533 -100.0%
SIERRA WIRELESS INC -29,360 -100.0%
ABIOMED INC -29,280 -100.0%
NVST -28,692 -54.6%
PI -27,867 -100.0%
IHI -26,890 -100.0%
CDKGBX -23,641 -100.0%
Riverview Acquisition Corp. -22,217 -100.0%
LKQ -19,123 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 782,274 (9.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type