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 %
FRM
276
Fox Run Management
Connecticut
$402K +$402K +3,631 New
OC
277
Oppenheimer & Co
New York
$399K
TSS
278
Two Sigma Securities
New York
$396K +$396K +3,583 New
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$391K -$4.2K -38 -1%
BAM
280
Belpointe Asset Management
Nevada
$391K -$579K -5,234 -60%
PFS
281
Prospera Financial Services
Texas
$387K -$17.6K -159 -4%
VF
282
Virtu Financial
New York
$387K +$387K +3,497 New
Allspring Global Investments
283
Allspring Global Investments
North Carolina
$384K -$10.2K -92 -3%
SCM
284
Shelton Capital Management
Colorado
$383K +$65.5K +592 +21%
CFSG
285
Clark Financial Services Group
Missouri
$379K -$332 -3 -0.1%
SPA
286
Sherbrooke Park Advisers
New York
$376K -$221K -2,000 -37%
BFM
287
Boothbay Fund Management
New York
$365K +$39.8K +360 +12%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$363K -$3.32K -30 -0.9%
Cerity Partners
289
Cerity Partners
New York
$363K +$124K +1,120 +52%
Vontobel Holding
290
Vontobel Holding
Switzerland
$360K -$20.5K -185 -5%
PSIWM
291
Paradigm Strategies in Wealth Management
Minnesota
$357K
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$356K +$356K +3,213 New
CIA
293
Capital Investment Advisors
Georgia
$352K -$52K -470 -13%
CCB
294
Cutter & Co Brokerage
Missouri
$351K +$17K +154 +5%
HH
295
Hilltop Holdings
Texas
$337K +$48.2K +436 +17%
PWAG
296
Polaris Wealth Advisory Group
California
$332K
KCM
297
Kaye Capital Management
California
$332K
TI
298
Tidal Investments
Wisconsin
$324K +$324K +2,930 New
TCOT
299
Trust Company of Toledo
Ohio
$315K +$315K +2,851 New
AA
300
ALPS Advisors
Colorado
$313K +$313K +2,830 New