475 hedge funds and large institutions have $5.22B invested in Polaris in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 162 reducing their positions, and 47 closing their positions.

Holders
475
Holders Change
+18
Holders Change %
+3.94%
% of All Funds
7.57%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
69
Increased
154
Reduced
162
Closed
47
Calls
$75.3M
Puts
$125M
Net Calls
-$49.9M
Net Calls Change
-$57.2M
Name Market Value Shares Shares
Change
Shares
Change %
MIA
301
MainStreet Investment Advisors
Illinois
$376K 3,615 -103 -3%
OC
302
Oppenheimer & Co
New York
$372K 3,569 -55 -2%
PAS
303
Park Avenue Securities
New York
$369K 3,543 +3,543 New
RFC
304
Regions Financial Corp
Alabama
$364K 3,496 -116 -3%
HR
305
Howe & Rusling
New York
$360K 3,460 -204 -6%
PFS
306
Prospera Financial Services
Texas
$358K 3,437 +123 +4%
CFSG
307
Clark Financial Services Group
Missouri
$353K 3,385 -58 -2%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$351K 3,371 -61 -2%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$342K 3,285 +3,285 New
ACA
310
Aptus Capital Advisors
Alabama
$338K 3,249 +3,249 New
PSIWM
311
Paradigm Strategies in Wealth Management
Minnesota
$336K 3,231
GSEP
312
Golden State Equity Partners
California
$333K 3,200 +476 +17%
APG Asset Management
313
APG Asset Management
Netherlands
$333K 3,200 +3,200 New
CIA
314
Capital Investment Advisors
Georgia
$325K 3,124 -21 -0.7%
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$324K 3,111 -96 -3%
KAS
316
Kestra Advisory Services
Texas
$322K 3,094 +556 +22%
AFAS
317
Acorn Financial Advisory Services
Virginia
$321K 3,083 -697 -18%
RJT
318
Raymond James Trust
Florida
$315K 3,020 -1,526 -34%
KCM
319
Kaye Capital Management
California
$312K 3,000
PWAG
320
Polaris Wealth Advisory Group
California
$312K 3,000 +3,000 New
AWM
321
AE Wealth Management
Kansas
$312K 2,993 +813 +37%
Mitsubishi UFJ Trust & Banking
322
Mitsubishi UFJ Trust & Banking
Japan
$309K 2,970 +818 +38%
IUHSA
323
Itau Unibanco Holding S.A.
Brazil
$308K 2,959 +2,959 New
BHCM
324
Brevan Howard Capital Management
Jersey
$305K 2,926 +2,926 New
LA
325
Lindenwold Advisors
Pennsylvania
$302K 2,898 +2,898 New