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Polaris

438 hedge funds and large institutions have $3.81B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $3.68B → $3.81B (+$131M)

0.99% less ownership

Funds ownership: 83.15%82.16% (-0.99%)

10% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 73

2% less funds holding

Funds holding: 446438 (-8)

18% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $48.8M

25% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 170

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
438
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
66
Increased
128
Reduced
170
Closed
73
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
351
Allspring Global Investments
North Carolina
$21.1K -$20.7K -255 -50%
UB
352
UMB Bank
Missouri
$21.1K +$14.1K +173 +216%
HNB
353
Huntington National Bank
Ohio
$21K +$5.61K +69 +38%
AA
354
Addison Advisors
Vermont
$20.2K -$244 -3 -1%
FHA
355
First Horizon Advisors
Tennessee
$19.6K +$6.42K +79 +51%
Mitsubishi UFJ Asset Management
356
Mitsubishi UFJ Asset Management
Japan
$19.4K
C
357
Covestor
United Kingdom
$19K +$10.6K +131 +142%
CPA
358
Capital Performance Advisors
California
$18.3K +$17.9K +220 New
Bessemer Group
359
Bessemer Group
New Jersey
$18K +$9.59K +118 +127%
PB
360
Pinnacle Bancorp
Nebraska
$16.6K
BSB
361
Bangor Savings Bank
Maine
$15.6K -$894 -11 -6%
RTL
362
Red Tortoise LLC
Georgia
$14.9K +$81 +1 +0.6%
GWM
363
Geneos Wealth Management
Colorado
$14.2K +$13.9K +171 New
ATS
364
Ashton Thomas Securities
New York
$13.7K +$13.3K +164 New
PA
365
Parallel Advisors
California
$12.8K +$2.27K +28 +22%
GRP
366
Global Retirement Partners
California
$12.8K +$6.26K +77 +100%
ADL
367
Asset Dedication LLC
California
$12.4K
LFA
368
LGT Financial Advisors
Texas
$11.9K
SAM
369
Smartleaf Asset Management
Massachusetts
$11.1K +$8.69K +107 +446%
LC
370
Lindbrook Capital
California
$10.9K +$1.71K +21 +19%
HI
371
Harbour Investments
Wisconsin
$10.9K +$6.99K +86 +191%
KSWA
372
Kathleen S. Wright Associates
Pennsylvania
$10.7K +$10.5K +129 New
PCM
373
Peregrine Capital Management
Minnesota
$10.4K
RL
374
Rogco LP
Oklahoma
$9.66K
LFG
375
Larson Financial Group
Missouri
$8.66K +$1.14K +14 +16%