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Polaris

476 hedge funds and large institutions have $6.2B invested in Polaris in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 83.62%85.49% (+1.9%)

5% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 170

5% less funds holding

Funds holding: 503476 (-27)

11% less capital invested

Capital invested by funds: $6.99B → $6.2B (-$795M)

12% less call options, than puts

Call options by funds: $73.9M | Put options by funds: $83.9M

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
476
Holders Change
-27
Holders Change %
-5.37%
% of All Funds
8.33%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
161
Reduced
170
Closed
69
Calls
$73.9M
Puts
$83.9M
Net Calls
-$9.96M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
426
Gemmer Asset Management
California
$8K
JFGIW
427
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
LWP
428
Lumature Wealth Partners
Georgia
$8K
HI
429
Hudock Inc
Pennsylvania
$8K +$9.02K +71 New
PA
430
Parallel Advisors
California
$7K -$635 -5 -8%
CWC
431
Carolinas Wealth Consulting
North Carolina
$7K
GWSG
432
GPS Wealth Strategies Group
Colorado
$7K
VCM
433
Vigilant Capital Management
Maine
$7K +$7.24K +57 New
ETC
434
Exchange Traded Concepts
Oklahoma
$6K -$14.4K -113 -71%
RIM
435
Rockbridge Investment Management
New York
$6K -$5.08K -40 -44%
EAM
436
Eukles Asset Management
Ohio
$6K -$1.4K -11 -18%
AF
437
Advisornet Financial
Minnesota
$6K
AA
438
Ancora Advisors
Ohio
$6K
FF
439
FourThought Financial
Florida
$6K
KTC
440
Kistler-Tiffany Companies
Pennsylvania
$6K
RIA
441
RPG Investment Advisory
California
$6K
ST
442
Smithfield Trust
Pennsylvania
$6K
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.26K +$2.42K +19 +76%
AFS
444
Annapolis Financial Services
Maryland
$5K
BMD
445
Better Money Decisions
New Mexico
$5K
LWA
446
Lenox Wealth Advisors
New York
$5K
PCH
447
PGIM Custom Harvest
New Jersey
$5K
RDFA
448
Ritter Daniher Financial Advisory
Ohio
$5K
WBC
449
West Branch Capital
Massachusetts
$5K
AAP
450
Arax Advisory Partners
Colorado
$5K +$5.21K +41 New