493 hedge funds and large institutions have $5.36B invested in Polaris in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 157 increasing their positions, 150 reducing their positions, and 71 closing their positions.

Holders
493
Holders Change
+20
Holders Change %
+4.23%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
102
Increased
157
Reduced
150
Closed
71
Calls
$49.6M
Puts
$77.4M
Net Calls
-$27.8M
Net Calls Change
-$17.8M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Nova Scotia
301
Bank of Nova Scotia
Ontario, Canada
$376K 3,530
VFP
302
Verus Financial Partners
Virginia
$374K 3,400
PAS
303
Park Avenue Securities
New York
$373K 3,391 -635 -16%
CFSG
304
Clark Financial Services Group
Missouri
$373K 3,398 +10 +0.3%
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$370K 3,369
CIC
306
Crawford Investment Counsel
Georgia
$369K 3,360 -870 -21%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$365K 3,328 -119 -3%
NWM
308
Northwest Wealth Management
Iowa
$365K 3,321
GAM
309
Gotham Asset Management
New York
$361K 3,284 -107 -3%
CG
310
Colony Group
Massachusetts
$346K 3,148
PA
311
Profund Advisors
Maryland
$334K 3,035 -5 -0.2%
SCM
312
Shelton Capital Management
Colorado
$332K 3,018 -196 -6%
HR
313
Howe & Rusling
New York
$331K 3,008 +544 +22%
PWAG
314
Polaris Wealth Advisory Group
California
$330K 3,000
NFG
315
Next Financial Group
Texas
$329K 2,993 -616 -17%
CCB
316
Cutter & Co Brokerage
Missouri
$327K 2,976 +2,976 New
NIM
317
NuWave Investment Management
New Jersey
$321K 2,920 +2,920 New
XT
318
XTX Topco
Cayman Islands
$320K 2,915 +2,915 New
HH
319
Hilltop Holdings
Texas
$306K 2,784 +115 +4%
SRIM
320
Saratoga Research & Investment Management
California
$302K 2,749 +2,749 New
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$300K 2,725 -17 -0.6%
PSIWM
322
Paradigm Strategies in Wealth Management
Minnesota
$299K 2,718
William Blair & Company
323
William Blair & Company
Illinois
$297K 2,698 +2,698 New
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$290K 2,637 -782 -23%
Manulife (Manufacturers Life Insurance)
325
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$287K 2,612,522 -3,855 -0.1%