433 hedge funds and large institutions have $3.8B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
127
Reduced
169
Closed
75
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$19.4K
C
352
Covestor
United Kingdom
$19K +$11.2K +131 +142%
CPA
353
Capital Performance Advisors
California
$18.3K +$18.3K +220 New
Bessemer Group
354
Bessemer Group
New Jersey
$18K +$10.1K +118 +127%
PB
355
Pinnacle Bancorp
Nebraska
$16.6K
BSB
356
Bangor Savings Bank
Maine
$15.6K -$916 -11 -6%
RTL
357
Red Tortoise LLC
Georgia
$14.9K +$83 +1 +0.6%
GWM
358
Geneos Wealth Management
Colorado
$14.2K +$14.2K +171 New
ATS
359
Ashton Thomas Securities
New York
$13.7K +$13.7K +164 New
PA
360
Parallel Advisors
California
$12.8K +$2.33K +28 +22%
GRP
361
Global Retirement Partners
California
$12.8K +$6.41K +77 +100%
ADL
362
Asset Dedication LLC
California
$12.4K
LFA
363
LGT Financial Advisors
Texas
$11.9K
SAM
364
Smartleaf Asset Management
Massachusetts
$11.1K +$9.09K +107 +446%
LC
365
Lindbrook Capital
California
$10.9K +$1.75K +21 +19%
HI
366
Harbour Investments
Wisconsin
$10.9K +$7.16K +86 +191%
KSWA
367
Kathleen S. Wright Associates
Pennsylvania
$10.7K +$10.7K +129 New
PCM
368
Peregrine Capital Management
Minnesota
$10.4K
RL
369
Rogco LP
Oklahoma
$9.66K
LFG
370
Larson Financial Group
Missouri
$8.66K +$1.17K +14 +16%
CFGS
371
Concourse Financial Group Securities
Alabama
$8.41K +$83 +1 +1%
HWA
372
HHM Wealth Advisors
Tennessee
$8.35K
KSB
373
Kennebec Savings Bank
Maine
$8.32K +$8.32K +100 New
WSFS
374
Wilmington Savings Fund Society
Delaware
$8.32K +$8.32K +100 New
PFBT
375
Parkside Financial Bank & Trust
Missouri
$8.16K +$6.58K +79 +416%