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 %
SC
351
Stephens Consulting
Michigan
$101K
BEI
352
Benjamin Edwards Inc
Missouri
$94K -$554 -5 -0.6%
GTAM
353
Global Trust Asset Management
Florida
$80.9K
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$77.4K -$1.77K -16 -2%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.7K
PCM
356
Pointe Capital Management
Michigan
$74.7K +$74.7K +675 New
TWM
357
Tradition Wealth Management
Minnesota
$72K +$44.2K +400 +159%
WT
358
Whittier Trust
California
$71.9K
BFEC
359
Benjamin F. Edwards & Company
Missouri
$69K -$13.8K -124 -17%
S
360
SignatureFD
Georgia
$64.8K +$21K +190 +48%
IAIM
361
International Assets Investment Management
Florida
$63.9K +$63.9K +578 New
BWM
362
BerganKDV Wealth Management
Minnesota
$61.7K +$25.2K +228 +69%
SWM
363
Spire Wealth Management
Virginia
$55.5K +$1.22K +11 +2%
AA
364
Addison Advisors
Vermont
$53K
OCM
365
Orion Capital Management
California
$49.2K +$49.2K +445 New
TCWA
366
Ten Capital Wealth Advisors
Washington
$46K +$46K +416 New
JFA
367
JNBA Financial Advisors
Minnesota
$44.3K
Nomura Asset Management
368
Nomura Asset Management
Japan
$38.7K
QCG
369
Quadrant Capital Group
Ohio
$35.8K +$6.09K +55 +20%
LFG
370
Larson Financial Group
Missouri
$28.8K -$2.43K -22 -8%
VCM
371
Vigilant Capital Management
Maine
$28K +$28K +250 New
TFP
372
Tilia Fiduciary Partners
North Carolina
$27.9K
CTC
373
Central Trust Company
Missouri
$27.7K -$3.1K -28 -10%
CFGS
374
Concourse Financial Group Securities
Alabama
$27.1K +$6.31K +57 +30%
HI
375
Harbour Investments
Wisconsin
$26K