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Polaris

438 hedge funds and large institutions have $3.81B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $3.68B → $3.81B (+$131M)

0.99% less ownership

Funds ownership: 83.15%82.16% (-0.99%)

10% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 73

2% less funds holding

Funds holding: 446438 (-8)

18% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $48.8M

25% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 170

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
438
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
66
Increased
128
Reduced
170
Closed
73
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
301
Golden State Equity Partners
California
$174K +$170K +2,088 New
PWM
302
Partnership Wealth Management
Maryland
$170K
SCM
303
Sterling Capital Management
North Carolina
$163K +$159K +1,956 New
IA
304
IFP Advisors
Florida
$154K -$20.6K -254 -12%
NA
305
NewEdge Advisors
Louisiana
$154K -$37.2K -458 -20%
RI
306
Ridgewood Investments
New Jersey
$152K -$162 -2 -0.1%
PS
307
Principal Securities
Iowa
$133K -$19.4K -239 -13%
FFA
308
Farther Finance Advisors
California
$122K +$2.36K +29 +2%
KBC Group
309
KBC Group
Belgium
$119K
SAM
310
Storebrand Asset Management
Norway
$113K
LSA
311
Leonteq Securities AG
Switzerland
$105K +$5.77K +71 +6%
GTAM
312
Global Trust Asset Management
Florida
$92K +$81 +1 +0.1%
National Bank of Canada
313
National Bank of Canada
Quebec, Canada
$91.6K +$14.9K +183 +20%
Lazard Asset Management
314
Lazard Asset Management
New York
$89K -$449K -5,522 -84%
PPA
315
Painted Porch Advisors
California
$87.4K -$2.44K -30 -3%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84K +$27.4K +337 +50%
CFB
317
Cullen/Frost Bankers
Texas
$83.2K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$81.7K -$102K -1,255 -56%
TRCT
319
Tower Research Capital (TRC)
New York
$81.3K -$222K -2,727 -74%
SC
320
Stephens Consulting
Michigan
$75.7K
CI Investments Inc
321
CI Investments Inc
Ontario, Canada
$72K +$11.2K +138 +19%
DB
322
Danske Bank
Denmark
$58.3K +$56.9K +700 New
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$54.4K -$254K -3,132 -83%
BONH
324
Bank of New Hampshire
New Hampshire
$52K -$110K -1,356 -68%
Nomura Asset Management
325
Nomura Asset Management
Japan
$50.8K