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Polaris

438 hedge funds and large institutions have $3.81B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $3.68B → $3.81B (+$131M)

0.99% less ownership

Funds ownership: 83.15%82.16% (-0.99%)

10% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 73

2% less funds holding

Funds holding: 446438 (-8)

18% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $48.8M

25% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 170

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
438
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
66
Increased
128
Reduced
170
Closed
73
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Sanctuary Advisors
Indiana
$444K -$30.1K -370 -5%
TC
227
TownSquare Capital
Utah
$439K +$42.7K +526 +11%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$439K
Baird Financial Group
229
Baird Financial Group
Wisconsin
$426K -$108K -1,324 -21%
KWA
230
Kingswood Wealth Advisors
California
$416K +$406K +4,993 New
II
231
Inspire Investing
Idaho
$409K -$1.61M -19,840 -80%
Prudential Financial
232
Prudential Financial
New Jersey
$402K -$807K -9,936 -67%
Truist Financial
233
Truist Financial
North Carolina
$402K -$1.88M -23,086 -83%
AAS
234
Avantax Advisory Services
Texas
$401K -$70.2K -864 -15%
NRD
235
Nebula Research & Development
New York
$392K +$382K +4,708 New
OIA
236
OneDigital Investment Advisors
Kansas
$391K -$116K -1,433 -23%
RAG
237
RIA Advisory Group
Iowa
$387K +$378K +4,652 New
IP
238
Isthmus Partners
Wisconsin
$384K +$49.2K +605 +15%
CB
239
Cadence Bank
Mississippi
$375K -$3.66K -45 -1%
SA
240
SpiderRock Advisors
Delaware
$375K
SPIA
241
Steward Partners Investment Advisory
New York
$367K +$48.2K +593 +16%
Pathstone Holdings
242
Pathstone Holdings
New Jersey
$367K +$28.8K +355 +9%
CA
243
Calton & Associates
Florida
$366K +$358K +4,402 New
HighTower Advisors
244
HighTower Advisors
Illinois
$361K +$59.4K +731 +20%
VI
245
Vestcor Inc
New Brunswick, Canada
$354K
TIA
246
Tiemann Investment Advisors
California
$350K +$8.12K +100 +2%
SAM
247
Securian Asset Management
Minnesota
$339K -$11.3K -139 -3%
SSA
248
Sierra Summit Advisors
Nevada
$338K +$51.6K +635 +19%
PAG
249
Private Advisor Group
New Jersey
$334K -$162 -2 -0%
CIA
250
Capital Investment Advisors
Georgia
$321K -$7.31K -90 -2%