445 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, 152 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-13
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
152
Reduced
159
Closed
64
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
401
Smithfield Trust
Pennsylvania
$5K
CSB
402
City State Bank
Iowa
$4.86K
GWSG
403
GPS Wealth Strategies Group
Colorado
$4.7K
VWM
404
Venturi Wealth Management
Texas
$4.31K +$4.31K +55 New
SWM
405
Spire Wealth Management
Virginia
$4.23K -$12.6K -161 -75%
EAM
406
Eukles Asset Management
Ohio
$3.92K
MA
407
MCF Advisors
Kentucky
$3.6K
HI
408
Harbour Investments
Wisconsin
$3.52K
B
409
Birchbrook
Maine
$3.25K
QC
410
Quent Capital
New York
$3.21K
CA
411
Crewe Advisors
Utah
$3.13K -$4.54K -58 -59%
LCM
412
Logan Capital Management
Pennsylvania
$3.13K
AFS
413
Annapolis Financial Services
Maryland
$3.06K
VCM
414
Versant Capital Management
Arizona
$3.05K +$705 +9 +30%
NC
415
NewSquare Capital
Pennsylvania
$2.9K
OLVIG
416
Oliver Lagore Vanvalin Investment Group
Michigan
$2.55K
LI
417
LRI Investments
Florida
$2.25K
BIA
418
Bell Investment Advisors
California
$2.12K +$470 +6 +29%
HC
419
Hoese & Co
Minnesota
$2.01K
KFI
420
Key Financial Inc
Pennsylvania
$1.96K
JWA
421
JFS Wealth Advisors
Pennsylvania
$1.96K +$157 +2 +9%
IC
422
Innealta Capital
Texas
$1.96K +$1.96K +25 New
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$1.87K +$1.12K +15 +150%
SAM
424
Smartleaf Asset Management
Massachusetts
$1.86K -$2.25K -29 -55%
BTI
425
Blue Trust Inc
Georgia
$1.6K +$1.6K +16 New