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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
CG
251
Caprock Group
Idaho
$319K +$312K +3,838 New
Walleye Trading
252
Walleye Trading
New York
$317K -$222K -2,734 -42%
NS
253
NBC Securities
Alabama
$312K -$115K -1,415 -27%
BP
254
Ballentine Partners
Massachusetts
$305K +$54.3K +668 +22%
SCM
255
Shelton Capital Management
Colorado
$304K
P
256
&Partners
Tennessee
$303K +$368K +4,527 New
AI
257
Atria Investments
North Carolina
$299K -$96.1K -1,183 -25%
OTL
258
Oak Thistle LLC
New York
$297K +$290K +3,571 New
NCM
259
Novare Capital Management
North Carolina
$292K -$234K -2,880 -45%
QC
260
Quadrature Capital
United Kingdom
$291K -$794K -9,776 -74%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$285K -$975 -12 -0.3%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$283K +$111K +1,371 +68%
HWAM
263
Hennion & Walsh Asset Management
New Jersey
$279K +$272K +3,346 New
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$278K -$4.87K -60 -2%
PSIWM
265
Paradigm Strategies in Wealth Management
Minnesota
$277K +$2.11K +26 +0.8%
AIM
266
Avity Investment Management
Connecticut
$275K -$237K -2,920 -47%
RCM
267
Radnor Capital Management
Pennsylvania
$274K +$267K +3,290 New
ACA
268
Aptus Capital Advisors
Alabama
$269K -$4.31K -53 -2%
FL
269
FreeGulliver LLC
Louisiana
$267K +$487 +6 +0.2%
SLC
270
Second Line Capital
Louisiana
$262K
M&T Bank
271
M&T Bank
New York
$261K +$25.1K +309 +11%
HAG
272
HighPoint Advisor Group
Illinois
$254K +$9.42K +116 +3%
CB
273
Commerce Bank
Missouri
$254K -$454K -5,589 -65%
KCM
274
Kaye Capital Management
California
$250K
RWP
275
RWA Wealth Partners
Massachusetts
$250K