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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
LCM
401
Logan Capital Management
Pennsylvania
$3.33K
AFS
402
Annapolis Financial Services
Maryland
$3.25K
NC
403
NewSquare Capital
Pennsylvania
$3.08K
OLVIG
404
Oliver Lagore Vanvalin Investment Group
Michigan
$2.71K +$81 +1 +3%
PWMG
405
Private Wealth Management Group
New Jersey
$2.66K +$1.46K +18 +129%
PTC
406
Private Trust Company
Ohio
$2.25K -$3.25K -40 -60%
VCM
407
Versant Capital Management
Arizona
$2.25K -$975 -12 -31%
KFI
408
Key Financial Inc
Pennsylvania
$2.08K
HWM
409
Hemington Wealth Management
Virginia
$2K +$2.52K +31 New
HC
410
Hoese & Co
Minnesota
$2K
LI
411
LRI Investments
Florida
$1.93K
BIA
412
Bell Investment Advisors
California
$1.75K -$487 -6 -22%
JWA
413
JFS Wealth Advisors
Pennsylvania
$1.75K -$325 -4 -16%
BBHC
414
Brown Brothers Harriman & Co
New York
$1.75K +$1.71K +21 New
BCMLT
415
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.42K
CFG
416
Copley Financial Group
California
$1.25K +$1.22K +15 New
GEA
417
Glen Eagle Advisors
New Jersey
$1.19K
SIS
418
Sound Income Strategies
Florida
$1.11K
MRCM
419
M&R Capital Management
New Jersey
$1.1K +$1.06K +13 New
UIA
420
Ulland Investment Advisors
Minnesota
$1K
CAL
421
Capital Advisors Ltd
Ohio
$1K +$487 +6 +75%
BGAI
422
Bruce G. Allen Investments
Colorado
$916 +$894 +11 New
AFWM
423
Abich Financial Wealth Management
Virginia
$832 -$58.3K -718 -99%
RIL
424
Rothschild Investment LLC
Illinois
$832 +$812 +10 New
PWA
425
Provenance Wealth Advisors
Florida
$749