461 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
162
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
326
Coldstream Capital Management
Washington
$229K -$11.7K -106 -5%
ESCM
327
Echo Street Capital Management
New York
$226K -$174K -1,569 -43%
IB
328
Intrust Bank
Kansas
$223K -$12.9K -117 -5%
SAM
329
Secure Asset Management
Michigan
$223K
ZF
330
Zhang Financial
Michigan
$221K
CCM
331
Chiron Capital Management
Florida
$221K
MML Investors Services
332
MML Investors Services
Massachusetts
$213K -$56.3K -510 -21%
MW
333
Marcum Wealth
Ohio
$212K +$212K +1,912 New
PA
334
Profund Advisors
Maryland
$211K -$28.9K -261 -12%
AF
335
Affiance Financial
Minnesota
$209K +$1.11K +10 +0.5%
PWP
336
Pursue Wealth Partners
California
$208K +$208K +1,884 New
CC
337
Centiva Capital
New York
$203K -$23K -208 -10%
CCM
338
Crew Capital Management
Ohio
$200K +$200K +1,812 New
AAM
339
Advisors Asset Management
Colorado
$190K -$355K -3,207 -65%
VNA
340
Valley National Advisers
Pennsylvania
$158K -$4.26K -39 -3%
RI
341
Ridgewood Investments
New Jersey
$148K +$148K +1,334 New
Lazard Asset Management
342
Lazard Asset Management
New York
$140K +$140K +1,268 New
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$134K +$887 +8 +0.7%
MFG
344
Mendota Financial Group
Wisconsin
$130K -$12.6K -120 -9%
SCA
345
Stonebridge Capital Advisors
Minnesota
$118K +$553 +5 +0.5%
Canada Pension Plan Investment Board
346
Canada Pension Plan Investment Board
Ontario, Canada
$111K +$111K +1,000 New
SC
347
SouthState Corp
Florida
$110K
IUHSA
348
Itau Unibanco Holding S.A.
Brazil
$109K +$3.32K +30 +3%
CG
349
Cutler Group
California
$106K -$178K -1,610 -63%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$104K -$10.6K -96 -9%