475 hedge funds and large institutions have $5.22B invested in Polaris in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 162 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+18
Holders Change %
+3.94%
% of All Funds
7.57%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
69
Increased
154
Reduced
162
Closed
47
Calls
$75.3M
Puts
$125M
Net Calls
-$49.9M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
351
Verition Fund Management
Connecticut
$233K -$19.5K -187 -8%
CAM
352
Claret Asset Management
Quebec, Canada
$231K -$1.97M -18,905 -89%
IAA
353
Independent Advisor Alliance
North Carolina
$230K
RWM
354
Ritholtz Wealth Management
New York
$226K +$226K +2,167 New
AWS
355
Atria Wealth Solutions
New York
$224K -$34.5K -331 -13%
LWM
356
Laidlaw Wealth Management
New York
$224K
KeyBank National Association
357
KeyBank National Association
Ohio
$223K +$1.35K +13 +0.6%
SFP
358
Sweet Financial Partners
Minnesota
$223K +$208 +2 +0.1%
TFS
359
Thoroughbred Financial Services
Tennessee
$213K +$36.2K +348 +20%
AAM
360
Advisors Asset Management
Colorado
$211K +$62.8K +603 +42%
SAM
361
Secure Asset Management
Michigan
$210K
ZF
362
Zhang Financial
Michigan
$208K
CG
363
Cutler Group
California
$189K -$34.8K -335 -16%
PAM
364
Paradigm Asset Management
New York
$177K
Allspring Global Investments
365
Allspring Global Investments
North Carolina
$160K -$254K -2,438 -61%
VNA
366
Valley National Advisers
Pennsylvania
$147K
MFG
367
Mendota Financial Group
Wisconsin
$141K
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$135K +$2.71K +26 +2%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$116K -$1.56K -15 -1%
IA
370
IFP Advisors
Florida
$112K +$71.1K +683 +173%
SCA
371
Stonebridge Capital Advisors
Minnesota
$109K -$521 -5 -0.5%
SC
372
Stephens Consulting
Michigan
$94.8K
KBC Group
373
KBC Group
Belgium
$89K +$89K +853 New
GTAM
374
Global Trust Asset Management
Florida
$76.2K
BEI
375
Benjamin Edwards Inc
Missouri
$76K -$2.29K -22 -3%