458 hedge funds and large institutions have $4.78B invested in Polaris in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
64
Increased
158
Reduced
153
Closed
72
Calls
$51.2M
Puts
$67.7M
Net Calls
-$16.5M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
401
HHM Wealth Advisors
Tennessee
$10K
CFGS
402
Concourse Financial Group Securities
Alabama
$10K
CA
403
Crewe Advisors
Utah
$9.81K +$5.81K +58 +145%
UB
404
UMB Bank
Missouri
$9.61K -$2.6K -26 -21%
C
405
Covestor
United Kingdom
$9K -$10.6K -108 -54%
WIM
406
Westside Investment Management
California
$8.77K +$101 +1 +1%
IRC
407
Investors Research Corp
Georgia
$8.71K
WBC
408
West Branch Capital
Massachusetts
$8.61K
MG
409
Mather Group
Illinois
$8.06K +$8.06K +85 New
AWM
410
Atticus Wealth Management
Florida
$8.01K -$300 -3 -4%
GI
411
GAMMA Investing
California
$7.61K +$701 +7 +10%
TCOV
412
Trust Company of Vermont
Vermont
$7.51K
FCT
413
First Community Trust
Iowa
$7.21K -$2.9K -29 -29%
MFC
414
Mechanics Financial Corp
Ohio
$7.01K +$4.01K +40 +133%
ETC
415
Exchange Traded Concepts
Oklahoma
$6.51K
DJSG
416
D.J. St. Germain
Massachusetts
$6.51K
GWSG
417
GPS Wealth Strategies Group
Colorado
$6.01K
CSB
418
City State Bank
Iowa
$6K
ST
419
Smithfield Trust
Pennsylvania
$6K
SAM
420
Smartleaf Asset Management
Massachusetts
$5.25K +$5.15K +52 +5,200%
EAM
421
Eukles Asset Management
Ohio
$5.01K
MA
422
MCF Advisors
Kentucky
$4.61K +$4.61K +46 New
HI
423
Harbour Investments
Wisconsin
$4.51K
AAP
424
Arax Advisory Partners
Colorado
$4.36K +$99 +1 +2%
B
425
Birchbrook
Maine
$4.12K