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Polaris

446 hedge funds and large institutions have $3.68B invested in Polaris in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 159 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 159

9% less call options, than puts

Call options by funds: $60.4M | Put options by funds: $66.5M

1.58% less ownership

Funds ownership: 84.74%83.15% (-1.6%)

3% less funds holding

Funds holding: 461446 (-15)

12% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $4.79B → $3.68B (-$1.11B)

Holders
446
Holders Change
-15
Holders Change %
-3.25%
% of All Funds
6.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
153
Reduced
159
Closed
66
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
276
Federated Hermes
Pennsylvania
$296K -$41.2K -486 -11%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$296K +$1.27K +15 +0.4%
HAG
278
HighPoint Advisor Group
Illinois
$293K -$93.8K -1,107 -24%
TRCT
279
Tower Research Capital (TRC)
New York
$290K +$16.2K +191 +5%
SCM
280
Shelton Capital Management
Colorado
$286K -$15.5K -183 -5%
HighTower Advisors
281
HighTower Advisors
Illinois
$285K -$142K -1,673 -32%
SEI Investments
282
SEI Investments
Pennsylvania
$282K +$72.3K +853 +31%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$277K +$290K +3,424 +3,200%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$269K -$38.1K -450 -12%
SSA
285
Sierra Summit Advisors
Nevada
$268K +$39.6K +468 +16%
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
$266K -$86.7K -1,023 -23%
PSIWM
287
Paradigm Strategies in Wealth Management
Minnesota
$259K +$2.37K +28 +0.9%
ACA
288
Aptus Capital Advisors
Alabama
$257K -$102K -1,200 -27%
CGH
289
Crossmark Global Holdings
Texas
$254K -$23K -271 -8%
FL
290
FreeGulliver LLC
Louisiana
$251K +$84.7K +1,000 +45%
RJT
291
Raymond James Trust
Florida
$249K +$4.91K +58 +2%
SLC
292
Second Line Capital
Louisiana
$247K
LC
293
LCNB Corp
Ohio
$237K +$1.35K +16 +0.5%
KCM
294
Kaye Capital Management
California
$235K
RWP
295
RWA Wealth Partners
Massachusetts
$235K
BP
296
Ballentine Partners
Massachusetts
$235K -$81.8K -966 -24%
RFC
297
Regions Financial Corp
Alabama
$234K -$9.15K -108 -3%
LA
298
Lindenwold Advisors
Pennsylvania
$234K -$5.93K -70 -2%
EI
299
EDMP Inc
Florida
$231K +$12.2K +144 +5%
PFS
300
Prospera Financial Services
Texas
$226K -$9.4K -111 -4%