Polar Asset Management Partners Inc.

Q2 2023 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2023
Date filed
8/14/2023
Form type
13F-HR
Num holdings
955
Total value ($000)
$5,566,219
Net value change ($000)
-1,009,201 (-15.3%)
New positions
158
Sold out positions
169
Turnover %
54.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2023
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)
IWM 63,803 NEW
NFLX 32,596 NEW
AIY 28,224 NEW
GPN 28,075 NEW
ZTS 27,691 NEW
NVDA 25,417 366.0%
KDK 25,388 NEW
CRM 25,112 289.0%
RBA 24,067 NEW
WIX 21,743 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -73,567 -100.0%
BFAM -30,653 -100.0%
INSP -27,982 -77.9%
JAZZ -27,902 -86.0%
IWP -23,190 -100.0%
Pegasus Digital Mobility Acquisition Corp. -21,674 -100.0%
BKNG -21,591 -100.0%
MRVL -21,241 -79.0%
Ahren Acquisition Corp. -20,820 -100.0%
TEAM -19,839 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 528,692 (9.5% 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