458 hedge funds and large institutions have $4.78B invested in Polaris in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
64
Increased
158
Reduced
153
Closed
72
Calls
$51.2M
Puts
$67.7M
Net Calls
-$16.5M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$625K +$227K +2,269 +57%
AIM
227
Avity Investment Management
Connecticut
$623K
MNBTD
228
Moody National Bank Trust Division
Texas
$602K +$322K +3,217 +115%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$596K +$596K +5,951 New
NYLIM
230
New York Life Investment Management
New York
$589K -$20.2K -202 -3%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$574K
Deutsche Bank
232
Deutsche Bank
Germany
$559K -$69.3K -692 -11%
MC
233
Matisse Capital
Oregon
$556K
SPIA
234
Steward Partners Investment Advisory
New York
$547K -$3.06M -30,575 -85%
AIMC
235
Alley Investment Management Company
Illinois
$538K
HighTower Advisors
236
HighTower Advisors
Illinois
$535K -$240K -2,371 -31%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$535K +$24.4K +244 +5%
KFS
238
Keynote Financial Services
Connecticut
$529K +$529K +5,284 New
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$528K -$71.3K -712 -12%
WS
240
Wedbush Securities
California
$514K +$70.1K +700 +16%
CA
241
Cetera Advisors
Colorado
$506K +$506K +5,051 New
NS
242
NBC Securities
Alabama
$495K -$1.7K -17 -0.3%
Neuberger Berman Group
243
Neuberger Berman Group
New York
$481K -$8.91K -89 -2%
DAS
244
Diversify Advisory Services
Utah
$466K +$466K +4,708 New
VIM
245
VELA Investment Management
Ohio
$464K
TC
246
TownSquare Capital
Utah
$458K -$29.2K -292 -6%
CB
247
Cadence Bank
Mississippi
$456K +$3.2K +32 +0.7%
ACA
248
Aptus Capital Advisors
Alabama
$449K +$111K +1,106 +33%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$443K -$105K -1,045 -19%
SAM
250
Securian Asset Management
Minnesota
$432K -$10K -100 -2%