445 hedge funds and large institutions have $3.68B invested in Polaris in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-13
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
152
Reduced
159
Closed
64
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
301
Prospera Financial Services
Texas
$226K -$8.7K -111 -4%
KAS
302
Kestra Advisory Services
Texas
$224K -$210K -3,025 -48%
HR
303
Howe & Rusling
New York
$223K +$16.5K +211 +8%
MIS
304
Morningstar Investment Services
Illinois
$223K -$16.9K -218 -7%
FPAS
305
Focus Partners Advisor Solutions
Missouri
$223K -$106K -1,348 -32%
AFAS
306
Acorn Financial Advisory Services
Virginia
$222K +$1.41K +18 +0.6%
M&T Bank
307
M&T Bank
New York
$221K -$8.68K -111 -4%
URS
308
Utah Retirement Systems
Utah
$219K -$15.7K -200 -7%
NC
309
nVerses Capital
Florida
$219K +$219K +2,800 New
MWM
310
Modera Wealth Management
New Jersey
$211K -$39.2K -501 -16%
TCM
311
Teza Capital Management
Illinois
$207K +$43.5K +555 +27%
OR
312
Olympiad Research
Connecticut
$206K -$76.1K -972 -27%
CPC
313
Consolidated Planning Corp
Georgia
$206K +$206K +2,631 New
KCM
314
Kendall Capital Management
Maryland
$206K -$27K -345 -12%
Neuberger Berman Group
315
Neuberger Berman Group
New York
$205K -$171K -2,185 -45%
Envestnet Portfolio Solutions
316
Envestnet Portfolio Solutions
Illinois
$205K +$205K +2,618 New
MML Investors Services
317
MML Investors Services
Massachusetts
$205K +$25.2K +321 +14%
EB
318
Eastern Bank
Massachusetts
$204K
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$203K -$23.4K -299 -10%
HH
320
Hilltop Holdings
Texas
$201K -$88.4K -1,129 -31%
DekaBank Deutsche Girozentrale
321
DekaBank Deutsche Girozentrale
Germany
$200K -$23K -298 -10%
NA
322
NewEdge Advisors
Louisiana
$181K -$59.7K -763 -25%
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$175K -$74.3K -949 -30%
IA
324
IFP Advisors
Florida
$165K -$9.56K -122 -5%
PWM
325
Partnership Wealth Management
Maryland
$160K