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Polaris

446 hedge funds and large institutions have $3.68B invested in Polaris in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 159 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 159

9% less call options, than puts

Call options by funds: $60.4M | Put options by funds: $66.5M

1.58% less ownership

Funds ownership: 84.74%83.15% (-1.6%)

3% less funds holding

Funds holding: 461446 (-15)

12% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $4.79B → $3.68B (-$1.11B)

Holders
446
Holders Change
-15
Holders Change %
-3.25%
% of All Funds
6.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
153
Reduced
159
Closed
66
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
401
Exchange Traded Concepts
Oklahoma
$5.09K
ST
402
Smithfield Trust
Pennsylvania
$5K
CSB
403
City State Bank
Iowa
$4.86K
GWSG
404
GPS Wealth Strategies Group
Colorado
$4.7K
VWM
405
Venturi Wealth Management
Texas
$4.31K +$4.66K +55 New
SWM
406
Spire Wealth Management
Virginia
$4.23K -$13.6K -161 -75%
EAM
407
Eukles Asset Management
Ohio
$3.92K
MA
408
MCF Advisors
Kentucky
$3.6K
HI
409
Harbour Investments
Wisconsin
$3.52K
B
410
Birchbrook
Maine
$3.25K
QC
411
Quent Capital
New York
$3.21K
CA
412
Crewe Advisors
Utah
$3.13K -$4.91K -58 -59%
LCM
413
Logan Capital Management
Pennsylvania
$3.13K
AFS
414
Annapolis Financial Services
Maryland
$3.06K
VCM
415
Versant Capital Management
Arizona
$3.05K +$762 +9 +30%
NC
416
NewSquare Capital
Pennsylvania
$2.9K
OLVIG
417
Oliver Lagore Vanvalin Investment Group
Michigan
$2.54K
LI
418
LRI Investments
Florida
$2.25K
BIA
419
Bell Investment Advisors
California
$2.12K +$508 +6 +29%
HC
420
Hoese & Co
Minnesota
$2.01K
KFI
421
Key Financial Inc
Pennsylvania
$1.96K
JWA
422
JFS Wealth Advisors
Pennsylvania
$1.96K +$169 +2 +9%
IC
423
Innealta Capital
Texas
$1.96K +$2.12K +25 New
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$1.87K +$1.27K +15 +150%
SAM
425
Smartleaf Asset Management
Massachusetts
$1.86K -$2.46K -29 -55%