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Polaris

476 hedge funds and large institutions have $6.2B invested in Polaris in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 83.62%85.49% (+1.9%)

5% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 170

5% less funds holding

Funds holding: 503476 (-27)

11% less capital invested

Capital invested by funds: $6.99B → $6.2B (-$795M)

12% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $83.9M

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
476
Holders Change
-27
Holders Change %
-5.37%
% of All Funds
8.33%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
161
Reduced
170
Closed
69
Calls
$73.9M
Puts
$83.9M
Net Calls
-$9.96M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
326
Howe & Rusling
New York
$295K -$30K -236 -9%
ONB
327
Old National Bancorp
Indiana
$290K +$14.5K +114 +5%
CA
328
Claro Advisors
Massachusetts
$282K +$32.3K +254 +12%
OC
329
Oppenheimer & Co
New York
$282K +$46.1K +363 +18%
RIL
330
Rothschild Investment LLC
Illinois
$282K +$110K +865 +58%
LA
331
LVW Advisors
New York
$278K
FCBT
332
First Citizens Bank & Trust
North Carolina
$277K +$19.1K +150 +7%
LFAS
333
Level Four Advisory Services
Texas
$275K +$292K +2,299 New
DC
334
Davenport & Co
Virginia
$273K +$64.8K +510 +29%
TC
335
Truvestments Capital
Florida
$269K +$86.8K +683 +44%
HWAM
336
Hennion & Walsh Asset Management
New Jersey
$267K
QC
337
Quadrature Capital
United Kingdom
$267K +$284K +2,232 New
MFW
338
Meristem Family Wealth
Minnesota
$266K +$3.18K +25 +1%
IB
339
Intrust Bank
Kansas
$258K
VAS
340
Vestmark Advisory Solutions
Massachusetts
$252K -$11.1K -87 -4%
LIG
341
Lokken Investment Group
Delaware
$252K
MCM
342
Maple Capital Management
Vermont
$251K
HIS
343
Harvest Investment Services
Illinois
$248K -$4.07K -32 -2%
CCM
344
Crew Capital Management
Ohio
$245K -$15.9K -125 -6%
CAM
345
Cresset Asset Management
Illinois
$244K +$9.79K +77 +4%
TF
346
Tompkins Financial
New York
$239K +$254K +2,000 New
PIMG
347
Patriot Investment Management Group
Tennessee
$232K +$1.14K +9 +0.5%
II
348
Inspire Investing
Idaho
$229K +$243K +1,914 New
AWM
349
AE Wealth Management
Kansas
$226K -$20.5K -161 -8%
ACM
350
Alpha Capital Management
Texas
$226K +$3.81K +30 +2%