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 %
IA
376
IFP Advisors
Florida
$25.4K -$52.6K -629 -67%
BSB
377
Bangor Savings Bank
Maine
$23K
SIS
378
Sound Income Strategies
Florida
$23K
WP
379
WealthPLAN Partners
Nebraska
$22.9K -$528K -4,779 -96%
TCOV
380
Trust Company of Vermont
Vermont
$21.5K
PB
381
Pinnacle Bancorp
Nebraska
$19.9K
GWM
382
Geneos Wealth Management
Colorado
$18.9K
RCM
383
Raleigh Capital Management
North Carolina
$16.7K +$16.7K +151 New
LF
384
Lee Financial
Texas
$16.6K -$221 -2 -1%
FFA
385
Farther Finance Advisors
California
$16.2K +$443 +4 +3%
ADL
386
Asset Dedication LLC
California
$16K -$4.51K -42 -22%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$15.8K
CA
388
Crewe Advisors
Utah
$15.5K
PCM
389
Peregrine Capital Management
Minnesota
$13.8K
GG
390
Gleason Group
Kentucky
$13.2K +$110 +1 +0.8%
FCT
391
First Community Trust
Iowa
$11.2K
HWA
392
HHM Wealth Advisors
Tennessee
$11.1K
ARS
393
Adirondack Retirement Specialists
New York
$10.8K +$10.8K +100 New
C
394
Covestor
United Kingdom
$10K
Bessemer Group
395
Bessemer Group
New Jersey
$10K +$1.06K +10 +12%
MHR
396
Matthew Hamilton Rosenberg
$9.99K
IRC
397
Investors Research Corp
Georgia
$9.63K
WBC
398
West Branch Capital
Massachusetts
$9.52K
WIM
399
Westside Investment Management
California
$9.45K +$111 +1 +1%
AWM
400
Atticus Wealth Management
Florida
$9.18K