460 hedge funds and large institutions have $4.39B invested in Polaris in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 141 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+30
Holders Change %
+6.98%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
88
Increased
141
Reduced
164
Closed
52
Calls
$54.2M
Puts
$53.1M
Net Calls
+$1.06M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Shares
Change %
RI
301
Ridgewood Investments
New Jersey
$352K
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$349K -$31.9K -335 -8%
BC
303
Burney Company
Virginia
$348K +$348K +3,655 New
PA
304
Profund Advisors
Maryland
$346K -$101K -1,065 -23%
SWP
305
Stratos Wealth Partners
Ohio
$343K -$131K -1,374 -28%
MA
306
Mutual Advisors
Nebraska
$341K
NFG
307
Next Financial Group
Texas
$330K +$322K +3,374 +4,065%
SCM
308
Shelton Capital Management
Colorado
$329K
PFS
309
Prospera Financial Services
Texas
$329K +$327K +3,434 +17,170%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$318K +$317K +3,330 +55,500%
AAS
311
Avantax Advisory Services
Texas
$317K -$17.5K -184 -5%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$315K -$571 -6 -0.2%
PWAG
313
Polaris Wealth Advisory Group
California
$315K
NNP
314
Nachman Norwood & Parrott
South Carolina
$310K
LAM
315
Lingohr Asset Management
Germany
$305K
WAM
316
World Asset Management
Michigan
$304K -$23.9K -251 -7%
LIA
317
LS Investment Advisors
Michigan
$302K -$53.1K -557 -15%
CAG
318
Csenge Advisory Group
Florida
$301K -$185K -1,946 -38%
RFC
319
Regions Financial Corp
Alabama
$297K +$8.67K +91 +3%
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$288K -$12.3K -129 -4%
KAS
321
Kestra Advisory Services
Texas
$288K +$288K +2,976 New
CCIA
322
Campbell & Co Investment Adviser
Maryland
$286K -$200K -2,100 -41%
RA
323
RFG Advisory
Alabama
$280K -$143K -1,367 -34%
Squarepoint
324
Squarepoint
New York
$277K -$16.7M -175,163 -98%
HAG
325
HighPoint Advisor Group
Illinois
$275K +$9.37K +77 +4%