433 hedge funds and large institutions have $3.8B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
127
Reduced
169
Closed
75
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
301
Sterling Capital Management
North Carolina
$163K +$163K +1,956 New
IA
302
IFP Advisors
Florida
$154K -$21.2K -254 -12%
NA
303
NewEdge Advisors
Louisiana
$154K -$38.1K -458 -20%
RI
304
Ridgewood Investments
New Jersey
$152K -$166 -2 -0.1%
PS
305
Principal Securities
Iowa
$133K -$19.9K -239 -13%
FFA
306
Farther Finance Advisors
California
$122K +$2.42K +29 +2%
KBC Group
307
KBC Group
Belgium
$119K
GTAM
308
Global Trust Asset Management
Florida
$92K +$83 +1 +0.1%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$91.6K +$15.2K +183 +20%
Lazard Asset Management
310
Lazard Asset Management
New York
$89K -$456K -5,522 -84%
PPA
311
Painted Porch Advisors
California
$87.4K -$2.5K -30 -3%
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84K +$28.1K +337 +50%
CFB
313
Cullen/Frost Bankers
Texas
$83.2K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$81.7K -$104K -1,255 -56%
TRCT
315
Tower Research Capital (TRC)
New York
$81.3K -$227K -2,727 -74%
SC
316
Stephens Consulting
Michigan
$75.7K
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$72K +$11.5K +138 +19%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$54.4K -$261K -3,132 -83%
BONH
319
Bank of New Hampshire
New Hampshire
$52K -$113K -1,356 -68%
Nomura Asset Management
320
Nomura Asset Management
Japan
$50.8K
S
321
SignatureFD
Georgia
$46.4K -$7.74K -93 -14%
NC
322
nVerses Capital
Florida
$41.6K -$191K -2,300 -82%
SNB
323
Security National Bank
Nebraska
$41.6K
WT
324
Whittier Trust
California
$39.5K
JFA
325
JNBA Financial Advisors
Minnesota
$38.7K