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 %
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$72.5K +$718 +7 +1%
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72K
TWM
378
Tradition Wealth Management
Minnesota
$68K
WT
379
Whittier Trust
California
$67.7K
CWP
380
Concord Wealth Partners
Virginia
$66.2K +$66.2K +636 New
BFEC
381
Benjamin F. Edwards & Company
Missouri
$63K
IPW
382
Impact Partnership Wealth
Georgia
$50.3K +$50.3K +483 New
AA
383
Addison Advisors
Vermont
$49.9K
JFA
384
JNBA Financial Advisors
Minnesota
$48.4K +$6.77K +65 +16%
Nomura Asset Management
385
Nomura Asset Management
Japan
$47.9K
OCM
386
Orion Capital Management
California
$46.3K +$46.3K +445 New
LFG
387
Larson Financial Group
Missouri
$41.8K +$35.2K +338 +537%
S
388
SignatureFD
Georgia
$40.1K -$21.5K -206 -35%
HNB
389
Huntington National Bank
Ohio
$37.7K +$5.1K +49 +16%
SOS
390
Silver Oak Securities
Tennessee
$36.3K -$446K -4,284 -92%
QCG
391
Quadrant Capital Group
Ohio
$29.4K
CTC
392
Central Trust Company
Missouri
$28.6K +$2.6K +25 +10%
SWM
393
Spire Wealth Management
Virginia
$28.2K -$24.1K -231 -46%
RL
394
Rogco LP
Oklahoma
$26.8K +$26.8K +257 New
FFA
395
Farther Finance Advisors
California
$26K
HI
396
Harbour Investments
Wisconsin
$24.5K
RCM
397
Raleigh Capital Management
North Carolina
$21.9K +$939 +9 +4%
SIS
398
Sound Income Strategies
Florida
$21.8K -$5.94K -57 -21%
BSB
399
Bangor Savings Bank
Maine
$21.1K -$521 -5 -2%
HT
400
Headlands Technologies
Illinois
$20.8K +$20.8K +200 New