426 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
7.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
44
Increased
113
Reduced
174
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
226
Chiron Capital Management
Florida
$612K -$9.56K -100 -2%
CGH
227
Crossmark Global Holdings
Texas
$603K +$154K +1,607 +34%
Prudential Financial
228
Prudential Financial
New Jersey
$601K -$10.4K -107 -2%
MIS
229
Morningstar Investment Services
Illinois
$597K -$2.76M -27,471 -82%
WIM
230
WealthPlan Investment Management
Nebraska
$586K +$586K +5,420 New
CAN
231
Cetera Advisor Networks
California
$576K -$9.85K -103 -2%
WP
232
WealthSource Partners
California
$574K
Wellington Management Group
233
Wellington Management Group
Massachusetts
$573K -$19K -199 -3%
Russell Investments Group
234
Russell Investments Group
United Kingdom
$531K
TF
235
Threadgill Financial
Texas
$529K +$529K +5,534 New
CCIA
236
Campbell & Co Investment Adviser
Maryland
$523K +$101K +1,060 +24%
LCM
237
Logan Capital Management
Pennsylvania
$515K
VPIM
238
Vanguard Personalized Indexing Management
California
$496K -$14.8K -155 -3%
MP
239
McDonald Partners
Ohio
$491K -$71.3K -745 -13%
CB
240
Cadence Bank
Mississippi
$490K
SAM
241
Shell Asset Management
Netherlands
$489K -$129K -1,343 -21%
SAM
242
Securian Asset Management
Minnesota
$488K
NA
243
NewEdge Advisors
Louisiana
$480K -$13.9K -145 -3%
PFM
244
Parsec Financial Management
North Carolina
$480K
RC
245
Rovin Capital
Arizona
$479K -$7.84K -82 -2%
KCM
246
Kendall Capital Management
Maryland
$474K -$226K -2,360 -32%
ACM
247
Aquatic Capital Management
Illinois
$469K +$469K +4,900 New
PAG
248
Private Advisor Group
New Jersey
$458K -$20.9K -219 -4%
RJT
249
Raymond James Trust
Florida
$454K -$37K -387 -8%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$435K +$147K +1,541 +51%