458 hedge funds and large institutions have $4.78B invested in Polaris in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
64
Increased
158
Reduced
153
Closed
72
Calls
$51.2M
Puts
$67.7M
Net Calls
-$16.5M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
301
RWA Wealth Partners
Massachusetts
$300K
DADC
302
D.A. Davidson & Co
Montana
$299K +$299K +2,982 New
KCM
303
Kendall Capital Management
Maryland
$298K -$54.1K -540 -15%
SAM
304
Shell Asset Management
Netherlands
$297K -$30.2K -386 -9%
SSA
305
Sierra Summit Advisors
Nevada
$296K +$1.6K +16 +0.5%
M&T Bank
306
M&T Bank
New York
$295K -$78.4K -783 -21%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$290K -$30.1K -300 -9%
BFM
308
Boothbay Fund Management
New York
$287K -$147K -1,464 -34%
DekaBank Deutsche Girozentrale
309
DekaBank Deutsche Girozentrale
Germany
$286K
JIC
310
Johnson Investment Counsel
Ohio
$284K +$284K +2,835 New
AFAS
311
Acorn Financial Advisory Services
Virginia
$282K -$28.3K -283 -9%
EI
312
EDMP Inc
Florida
$281K +$35.9K +359 +15%
VPIM
313
Vanguard Personalized Indexing Management
California
$278K +$278K +2,776 New
BBVA
314
Banco Bilbao Vizcaya Argentaria
Spain
$277K +$277K +2,768 New
MC
315
Maverick Capital
Texas
$276K +$276K +2,755 New
SEI Investments
316
SEI Investments
Pennsylvania
$275K -$15.1K -151 -5%
PF
317
Phoenix Financial
Israel
$270K +$270K +2,700 New
LWAM
318
Legacy Wealth Asset Management
Minnesota
$265K +$265K +2,647 New
HR
319
Howe & Rusling
New York
$264K +$264K +2,637 New
QCM
320
Quantinno Capital Management
New York
$262K +$262K +2,616 New
BONH
321
Bank of New Hampshire
New Hampshire
$261K -$1.22M -12,167 -82%
EB
322
Eastern Bank
Massachusetts
$260K
NWM
323
Northwest Wealth Management
Iowa
$260K -$129K -1,291 -33%
SRIM
324
Saratoga Research & Investment Management
California
$253K -$19.9K -199 -7%
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$250K -$200 -2 -0.1%