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Polaris

438 hedge funds and large institutions have $3.81B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $3.68B → $3.81B (+$131M)

0.99% less ownership

Funds ownership: 83.15%82.16% (-0.99%)

10% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 73

2% less funds holding

Funds holding: 446438 (-8)

18% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $48.8M

25% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 170

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
438
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
66
Increased
128
Reduced
170
Closed
73
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
276
LCNB Corp
Ohio
$250K -$2.76K -34 -1%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$248K -$92K -1,132 -28%
RJT
278
Raymond James Trust
Florida
$247K -$17.5K -216 -7%
CGH
279
Crossmark Global Holdings
Texas
$246K -$22.8K -281 -9%
CL
280
Choreo LLC
Illinois
$245K +$241K +2,965 New
EI
281
EDMP Inc
Florida
$245K -$569 -7 -0.2%
PFS
282
Prospera Financial Services
Texas
$244K +$3.66K +45 +2%
VI
283
Versor Investments
New York
$242K -$714K -8,791 -75%
TW
284
Trajan Wealth
Arizona
$239K +$233K +2,873 New
AFAS
285
Acorn Financial Advisory Services
Virginia
$237K +$1.14K +14 +0.5%
URS
286
Utah Retirement Systems
Utah
$233K
FC
287
FORA Capital
Florida
$231K +$226K +2,781 New
FPAS
288
Focus Partners Advisor Solutions
Missouri
$225K -$11.4K -140 -5%
KAS
289
Kestra Advisory Services
Texas
$224K -$43.1K -531 -17%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$223K +$8.21K +101 +4%
DekaBank Deutsche Girozentrale
291
DekaBank Deutsche Girozentrale
Germany
$219K
PP
292
Paloma Partners
Connecticut
$217K +$211K +2,603 New
EB
293
Eastern Bank
Massachusetts
$216K
CW
294
Code Waechter
Florida
$216K +$210K +2,589 New
HH
295
Hilltop Holdings
Texas
$213K -$731 -9 -0.4%
EI
296
Ethic Inc
New York
$211K +$171K +2,110 New
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$206K +$201K +2,472 New
SCA
298
Snowden Capital Advisors
New York
$204K +$199K +2,453 New
MWM
299
Modera Wealth Management
New Jersey
$201K -$22.7K -280 -10%
TC
300
Truvestments Capital
Florida
$181K +$176K +2,172 New