445 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, 152 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-13
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
152
Reduced
159
Closed
64
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
276
Confluence Wealth Services
Pennsylvania
$298K +$298K +3,809 New
Federated Hermes
277
Federated Hermes
Pennsylvania
$296K -$38.1K -486 -11%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$296K +$1.18K +15 +0.4%
HAG
279
HighPoint Advisor Group
Illinois
$293K -$92.8K -1,107 -24%
TRCT
280
Tower Research Capital (TRC)
New York
$290K +$15K +191 +5%
SCM
281
Shelton Capital Management
Colorado
$286K -$14.3K -183 -5%
HighTower Advisors
282
HighTower Advisors
Illinois
$285K -$132K -1,673 -32%
SEI Investments
283
SEI Investments
Pennsylvania
$282K +$66.8K +853 +31%
Jones Financial Companies
284
Jones Financial Companies
Missouri
$277K +$268K +3,424 +3,200%
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$269K -$35.2K -450 -12%
SSA
286
Sierra Summit Advisors
Nevada
$268K +$36.6K +468 +16%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$266K -$80.1K -1,023 -23%
PSIWM
288
Paradigm Strategies in Wealth Management
Minnesota
$259K +$2.19K +28 +0.9%
ACA
289
Aptus Capital Advisors
Alabama
$257K -$94K -1,200 -27%
CGH
290
Crossmark Global Holdings
Texas
$254K -$21.3K -271 -8%
FL
291
FreeGulliver LLC
Louisiana
$251K +$78.3K +1,000 +45%
RJT
292
Raymond James Trust
Florida
$249K +$4.54K +58 +2%
SLC
293
Second Line Capital
Louisiana
$247K
LC
294
LCNB Corp
Ohio
$237K +$1.25K +16 +0.5%
RWP
295
RWA Wealth Partners
Massachusetts
$235K
KCM
296
Kaye Capital Management
California
$235K
BP
297
Ballentine Partners
Massachusetts
$235K -$75.6K -966 -24%
RFC
298
Regions Financial Corp
Alabama
$234K -$8.46K -108 -3%
LA
299
Lindenwold Advisors
Pennsylvania
$234K -$5.48K -70 -2%
EI
300
EDMP Inc
Florida
$231K +$11.3K +144 +5%