461 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
162
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
226
WealthSource Partners
California
$664K
DTL
227
Dynamic Technology Lab
Singapore
$651K +$651K +5,886 New
MC
228
Matisse Capital
Oregon
$615K +$615K +5,558 New
OQS
229
Occudo Quantitative Strategies
Florida
$608K +$152K +1,376 +33%
FC
230
FORA Capital
Florida
$607K +$607K +5,489 New
TF
231
Threadgill Financial
Texas
$606K -$2.32K -21 -0.4%
VI
232
Versor Investments
New York
$597K -$33.2K -300 -5%
CGH
233
Crossmark Global Holdings
Texas
$596K -$16.4K -148 -3%
LCM
234
Logan Capital Management
Pennsylvania
$596K
TRCT
235
Tower Research Capital (TRC)
New York
$591K +$249K +2,256 +73%
CA
236
Claro Advisors
Massachusetts
$591K +$43.5K +393 +8%
WG
237
Winton Group
United Kingdom
$572K +$572K +5,172 New
CB
238
Cadence Bank
Mississippi
$557K -$7.08K -64 -1%
SAM
239
Securian Asset Management
Minnesota
$554K
EP
240
Edgestream Partners
New Jersey
$540K -$820K -7,413 -60%
NA
241
NewEdge Advisors
Louisiana
$534K -$19.9K -180 -4%
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
$532K +$532K +4,805 New
PAG
243
Private Advisor Group
New Jersey
$525K +$525K +4,749 New
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$525K +$129K +1,169 +33%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$523K -$21.2M -191,879 -98%
WIM
246
WealthPlan Investment Management
Nebraska
$514K -$37.8K -342 -7%
RJT
247
Raymond James Trust
Florida
$513K +$35.4K +320 +7%
VIM
248
VELA Investment Management
Ohio
$513K -$606K -5,475 -54%
IAM
249
Innovis Asset Management
Illinois
$510K +$26.2K +237 +5%
Voloridge Investment Management
250
Voloridge Investment Management
Florida
$509K -$3.43M -30,960 -87%