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 %
CGH
276
Crossmark Global Holdings
Texas
$351K +$8.51K +85 +2%
SAM
277
Secure Asset Management
Michigan
$345K +$345K +3,442 New
MIA
278
MainStreet Investment Advisors
Illinois
$342K -$12K -120 -3%
PIMG
279
Patriot Investment Management Group
Tennessee
$335K -$19.3K -193 -5%
CA
280
Callahan Advisors
Texas
$333K -$156K -1,554 -32%
CIA
281
Capital Investment Advisors
Georgia
$328K +$12.7K +127 +4%
PSIWM
282
Paradigm Strategies in Wealth Management
Minnesota
$328K +$2.3K +23 +0.7%
CM
283
Capula Management
Cayman Islands
$321K +$321K +3,208 New
MWM
284
Modera Wealth Management
New Jersey
$320K -$37.3K -373 -10%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$319K +$8.21K +82 +3%
CA
286
CoreCap Advisors
Michigan
$318K +$65.5K +654 +26%
SLC
287
Second Line Capital
Louisiana
$315K
QCM
288
Qsemble Capital Management
New York
$315K +$315K +3,150 New
RJT
289
Raymond James Trust
Florida
$313K -$7.71K -77 -2%
FM
290
Foster & Motley
Ohio
$311K -$67K -669 -18%
RFC
291
Regions Financial Corp
Alabama
$310K -$27.2K -272 -8%
NA
292
NewEdge Advisors
Louisiana
$308K -$96.2K -961 -24%
MIS
293
Morningstar Investment Services
Illinois
$306K -$577K -5,828 -65%
LA
294
Lindenwold Advisors
Pennsylvania
$306K +$306K +3,052 New
TC
295
Truvestments Capital
Florida
$304K -$210K -2,094 -41%
PAS
296
Park Avenue Securities
New York
$302K +$47.6K +475 +19%
LC
297
LCNB Corp
Ohio
$302K +$20.8K +208 +7%
PFS
298
Prospera Financial Services
Texas
$301K -$37.2K -371 -11%
URS
299
Utah Retirement Systems
Utah
$300K -$636K -6,349 -68%
RWP
300
RWA Wealth Partners
Massachusetts
$300K