470 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 139 increasing their positions, 178 reducing their positions, and 74 closing their positions.

Holders
470
Holders Change
-5
Holders Change %
-1.05%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
139
Reduced
178
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M
Name Market Value Shares Shares
Change
Shares
Change %
MIA
301
MainStreet Investment Advisors
Illinois
$335K 3,537 -78 -2%
KCM
302
Kendall Capital Management
Maryland
$333K 3,515 -260 -7%
CGH
303
Crossmark Global Holdings
Texas
$324K 3,420 -14,141 -81%
CFSG
304
Clark Financial Services Group
Missouri
$320K 3,379 -6 -0.2%
ACA
305
Aptus Capital Advisors
Alabama
$320K 3,375 +126 +4%
PFS
306
Prospera Financial Services
Texas
$320K 3,372 -65 -2%
RFC
307
Regions Financial Corp
Alabama
$319K 3,371 -125 -4%
A
308
AlphaQuest
New York
$315K 3,329 +3,329 New
PSIWM
309
Paradigm Strategies in Wealth Management
Minnesota
$308K 3,254 +23 +0.7%
RJT
310
Raymond James Trust
Florida
$303K 3,199 +179 +6%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$303K 3,195 -980 -23%
CIA
312
Capital Investment Advisors
Georgia
$299K 3,152 +28 +0.9%
SLC
313
Second Line Capital
Louisiana
$299K 3,150 +3,150 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$294K 3,103 -268 -8%
AFAS
315
Acorn Financial Advisory Services
Virginia
$294K 3,101 +18 +0.6%
RWP
316
RWA Wealth Partners
Massachusetts
$284K 3,000 +3,000 New
BP
317
Ballentine Partners
Massachusetts
$284K 2,994 -1,476 -33%
PTC
318
Petrus Trust Company
Texas
$283K 2,983 -2,395 -45%
LCM
319
Landscape Capital Management
New Jersey
$282K 2,977 +2,977 New
KCM
320
Kaye Capital Management
California
$282K 3,000
SSA
321
Sierra Summit Advisors
Nevada
$279K 2,940 +2,940 New
WCA
322
Waratah Capital Advisors
Ontario, Canada
$275K 2,903 +2,903 New
DekaBank Deutsche Girozentrale
323
DekaBank Deutsche Girozentrale
Germany
$275K 2,892
SEI Investments
324
SEI Investments
Pennsylvania
$275K 2,899 +97 +3%
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$270K 2,848 -437 -13%