458 hedge funds and large institutions have $4.78B invested in Polaris in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
64
Increased
158
Reduced
153
Closed
72
Calls
$51.2M
Puts
$67.7M
Net Calls
-$16.5M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
326
Snowden Capital Advisors
New York
$248K +$248K +2,480 New
TW
327
Trajan Wealth
Arizona
$243K +$243K +2,431 New
LFG
328
Larson Financial Group
Missouri
$241K +$147K +1,472 +158%
OC
329
Oppenheimer & Co
New York
$232K -$149K -1,491 -39%
MML Investors Services
330
MML Investors Services
Massachusetts
$230K +$12.6K +126 +6%
MA
331
Mutual Advisors
Nebraska
$225K +$5.71K +57 +3%
IA
332
IFP Advisors
Florida
$223K +$53.2K +531 +31%
IAA
333
Independent Advisor Alliance
North Carolina
$221K
FL
334
FreeGulliver LLC
Louisiana
$220K
GVAG
335
Great Valley Advisor Group
Delaware
$220K +$220K +2,198 New
CAM
336
Claret Asset Management
Quebec, Canada
$218K -$1.5K -15 -0.7%
SFP
337
Sweet Financial Partners
Minnesota
$214K +$200 +2 +0.1%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$214K -$19.1K -191 -8%
Mackenzie Financial
339
Mackenzie Financial
Ontario, Canada
$214K +$214K +2,134 New
EI
340
Ethic Inc
New York
$211K +$211K +2,110 New
TCM
341
Teza Capital Management
Illinois
$209K +$209K +2,092 New
DAC
342
Dividend Assets Capital
South Carolina
$208K -$26K -260 -11%
AWS
343
Atria Wealth Solutions
New York
$207K +$207K +2,072 New
PWM
344
Partnership Wealth Management
Maryland
$205K
AC
345
Armistice Capital
New York
$201K +$201K +2,009 New
CG
346
Caprock Group
Idaho
$200K +$200K +2,001 New
ZF
347
Zhang Financial
Michigan
$200K +$200K +2,000 New
AAM
348
Advisors Asset Management
Colorado
$195K +$200 +2 +0.1%
HI
349
Handelsinvest Investeringsforvaltning
Denmark
$186K -$96.6K -962 -34%
FFA
350
Farther Finance Advisors
California
$144K +$117K +1,182 +431%