433 hedge funds and large institutions have $3.8B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
127
Reduced
169
Closed
75
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
276
Raymond James Trust
Florida
$247K -$18K -216 -7%
CGH
277
Crossmark Global Holdings
Texas
$246K -$23.4K -281 -9%
CL
278
Choreo LLC
Illinois
$245K +$245K +2,965 New
EI
279
EDMP Inc
Florida
$245K -$583 -7 -0.2%
PFS
280
Prospera Financial Services
Texas
$244K +$3.75K +45 +2%
VI
281
Versor Investments
New York
$242K -$732K -8,791 -75%
TW
282
Trajan Wealth
Arizona
$239K +$239K +2,873 New
AFAS
283
Acorn Financial Advisory Services
Virginia
$237K +$1.17K +14 +0.5%
URS
284
Utah Retirement Systems
Utah
$233K
FC
285
FORA Capital
Florida
$231K +$231K +2,781 New
FPAS
286
Focus Partners Advisor Solutions
Missouri
$225K -$11.7K -140 -5%
KAS
287
Kestra Advisory Services
Texas
$224K -$44.2K -531 -17%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$223K +$8.36K +101 +4%
DekaBank Deutsche Girozentrale
289
DekaBank Deutsche Girozentrale
Germany
$219K
PP
290
Paloma Partners
Connecticut
$217K +$217K +2,603 New
EB
291
Eastern Bank
Massachusetts
$216K
CW
292
Code Waechter
Florida
$216K +$216K +2,589 New
HH
293
Hilltop Holdings
Texas
$213K -$749 -9 -0.4%
EI
294
Ethic Inc
New York
$211K +$211K +2,110 New
LNWWM
295
Laird Norton Wetherby Wealth Management
California
$206K +$206K +2,472 New
SCA
296
Snowden Capital Advisors
New York
$204K +$204K +2,453 New
MWM
297
Modera Wealth Management
New Jersey
$201K -$23.3K -280 -10%
TC
298
Truvestments Capital
Florida
$181K +$181K +2,172 New
GSEP
299
Golden State Equity Partners
California
$174K +$174K +2,088 New
PWM
300
Partnership Wealth Management
Maryland
$170K