461 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
162
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
301
FineMark National Bank & Trust
Florida
$307K
PTC
302
Petrus Trust Company
Texas
$306K -$303K -2,736 -50%
SRIM
303
Saratoga Research & Investment Management
California
$305K +$2.1K +19 +0.7%
CFB
304
Cullen/Frost Bankers
Texas
$302K +$302K +2,727 New
SEI Investments
305
SEI Investments
Pennsylvania
$298K +$298K +2,693 New
KAS
306
Kestra Advisory Services
Texas
$296K -$156K -1,412 -35%
EB
307
Eastern Bank
Massachusetts
$288K
LC
308
LCNB Corp
Ohio
$279K
AWS
309
Atria Wealth Solutions
New York
$278K -$2.32K -21 -0.8%
TRIA
310
Trail Ridge Investment Advisors
Colorado
$277K -$54K -488 -16%
CAM
311
Cresset Asset Management
Illinois
$276K +$276K +2,499 New
HWAM
312
Hennion & Walsh Asset Management
New Jersey
$275K -$67.8K -612 -20%
Fidelity Investments
313
Fidelity Investments
Massachusetts
$268K -$15.4K -139 -5%
PVH
314
Psagot Value Holdings
Israel
$268K +$21.4K +200 +9%
DC
315
Davenport & Co
Virginia
$264K +$264K +2,388 New
Mitsubishi UFJ Trust & Banking
316
Mitsubishi UFJ Trust & Banking
Japan
$261K -$8.96K -81 -3%
VAS
317
Vestmark Advisory Solutions
Massachusetts
$258K +$13.7K +124 +6%
SFP
318
Sweet Financial Partners
Minnesota
$247K +$111 +1 +0%
KeyBank National Association
319
KeyBank National Association
Ohio
$246K +$246K +2,220 New
AWM
320
AE Wealth Management
Kansas
$245K +$245K +2,211 New
IAA
321
Independent Advisor Alliance
North Carolina
$245K +$245K +2,211 New
LCWP
322
Legacy Capital Wealth Partners
Arkansas
$240K +$240K +2,173 New
LWM
323
Laidlaw Wealth Management
New York
$238K
DADC
324
D.A. Davidson & Co
Montana
$233K
Walleye Capital
325
Walleye Capital
New York
$231K +$231K +2,085 New