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Polaris

446 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, 153 increasing their positions, 159 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 159

9% less call options, than puts

Call options by funds: $60.4M | Put options by funds: $66.5M

1.58% less ownership

Funds ownership: 84.74%83.15% (-1.6%)

3% less funds holding

Funds holding: 461446 (-15)

12% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $4.79B → $3.68B (-$1.11B)

Holders
446
Holders Change
-15
Holders Change %
-3.25%
% of All Funds
6.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
153
Reduced
159
Closed
66
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
301
Kestra Advisory Services
Texas
$224K -$256K -3,025 -48%
HR
302
Howe & Rusling
New York
$223K +$17.9K +211 +8%
MIS
303
Morningstar Investment Services
Illinois
$223K -$18.5K -218 -7%
FPAS
304
Focus Partners Advisor Solutions
Missouri
$223K -$114K -1,348 -32%
AFAS
305
Acorn Financial Advisory Services
Virginia
$222K +$1.52K +18 +0.6%
M&T Bank
306
M&T Bank
New York
$221K -$9.4K -111 -4%
URS
307
Utah Retirement Systems
Utah
$219K -$16.9K -200 -7%
NC
308
nVerses Capital
Florida
$219K +$237K +2,800 New
MWM
309
Modera Wealth Management
New Jersey
$211K -$42.4K -501 -16%
TCM
310
Teza Capital Management
Illinois
$207K +$47K +555 +27%
OR
311
Olympiad Research
Connecticut
$206K -$82.3K -972 -27%
CPC
312
Consolidated Planning Corp
Georgia
$206K +$223K +2,631 New
KCM
313
Kendall Capital Management
Maryland
$206K -$29.2K -345 -12%
Neuberger Berman Group
314
Neuberger Berman Group
New York
$205K -$185K -2,185 -45%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$205K +$222K +2,618 New
MML Investors Services
316
MML Investors Services
Massachusetts
$205K +$27.2K +321 +14%
EB
317
Eastern Bank
Massachusetts
$204K
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$203K -$25.3K -299 -10%
HH
319
Hilltop Holdings
Texas
$201K -$95.6K -1,129 -31%
DekaBank Deutsche Girozentrale
320
DekaBank Deutsche Girozentrale
Germany
$200K -$25.2K -298 -10%
NA
321
NewEdge Advisors
Louisiana
$181K -$64.6K -763 -25%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$175K -$80.4K -949 -30%
IA
323
IFP Advisors
Florida
$165K -$10.3K -122 -5%
PWM
324
Partnership Wealth Management
Maryland
$160K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$159K -$9.83K -116 -5%