Polar Asset Management Partners Inc.

Q4 2024 13F-HR/A Holdings

Location
Toronto, A6
Holdings as of
12/31/2024
Date filed
2/25/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
667
Total value ($000)
$8,521,150
Net value change ($000)
+3,798,091 (80.4%)
New positions
178
Sold out positions
200
Turnover %
71.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2024
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)
IVV 494,491 NEW
NVDA 229,988 2287.3%
MSFT 195,323 NEW
AMZN 176,280 NEW
AAPL 148,374 NEW
TJX 96,648 NEW
AMAT 74,972 NEW
LIN 70,755 NEW
SPY 57,143 NEW
AVGO 54,047 497.3%
Top Reduces (Value $000, Stocks/ETFs)
PHYS -52,870 -37.5%
POWERSCHOOL HOLDINGS, INC. -50,089 -100.0%
BDX -44,334 -97.6%
Catalent, Inc. -31,799 -100.0%
FTW -31,776 -100.0%
CSCO -30,841 -100.0%
Nuvei Corp -27,014 -100.0%
IEX -22,158 -100.0%
SOUTHWESTERN ENERGY CO -21,508 -100.0%
SBXD -19,859 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,750,252 (20.5% 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