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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
CFGS
376
Concourse Financial Group Securities
Alabama
$8.41K +$81 +1 +1%
HWA
377
HHM Wealth Advisors
Tennessee
$8.35K
KSB
378
Kennebec Savings Bank
Maine
$8.32K +$8.12K +100 New
WSFS
379
Wilmington Savings Fund Society
Delaware
$8.32K +$8.12K +100 New
PFBT
380
Parkside Financial Bank & Trust
Missouri
$8.16K +$6.42K +79 +416%
CCM
381
Chilton Capital Management
Texas
$7.74K +$7.55K +93 New
MFC
382
Mechanics Financial Corp
Ohio
$7.49K
WIM
383
Westside Investment Management
California
$7.41K +$81 +1 +1%
WBC
384
West Branch Capital
Massachusetts
$7.16K
GM
385
GeoWealth Management
Illinois
$7.16K +$6.99K +86 New
AWM
386
Atticus Wealth Management
Florida
$6.66K
HT
387
Headlands Technologies
Illinois
$6.66K -$4.87K -60 -43%
FCT
388
First Community Trust
Iowa
$5.99K
MG
389
Mather Group
Illinois
$5.58K -$9.18K -113 -63%
DJSG
390
D.J. St. Germain
Massachusetts
$5.41K
CFD
391
Creative Financial Designs
Indiana
$5.24K +$5.12K +63 New
CSB
392
City State Bank
Iowa
$5.16K
BIG
393
Brooklyn Investment Group
New York
$5.16K +$5.04K +62 New
ST
394
Smithfield Trust
Pennsylvania
$5K
TCOV
395
Trust Company of Vermont
Vermont
$4.16K -$2.03K -25 -33%
EAM
396
Eukles Asset Management
Ohio
$4.16K
FCM
397
Fourpath Capital Management
Oklahoma
$4.02K +$3.9K +48 New
MA
398
MCF Advisors
Kentucky
$3.83K
B
399
Birchbrook
Maine
$3.48K +$81 +1 +2%
QC
400
Quent Capital
New York
$3.41K