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 %
QC
426
Quent Capital
New York
$4.11K +$801 +8 +24%
LCM
427
Logan Capital Management
Pennsylvania
$4.01K
AFS
428
Annapolis Financial Services
Maryland
$3.91K
FFA
429
Frazier Financial Advisors
Ohio
$3.71K
NC
430
NewSquare Capital
Pennsylvania
$3.7K
AF
431
Allworth Financial
California
$3.3K -$400 -4 -11%
OLVIG
432
Oliver Lagore Vanvalin Investment Group
Michigan
$3.24K
S
433
SignatureFD
Georgia
$3.2K -$8.11K -81 -72%
VCM
434
Versant Capital Management
Arizona
$3K +$3K +30 New
LI
435
LRI Investments
Florida
$2.87K +$2.87K +29 New
Mitsubishi UFJ Asset Management
436
Mitsubishi UFJ Asset Management
Japan
$2.8K -$498K -4,971 -99%
KFI
437
Key Financial Inc
Pennsylvania
$2.5K
GRP
438
Global Retirement Partners
California
$2.5K +$2.3K +23 +1,150%
JWA
439
JFS Wealth Advisors
Pennsylvania
$2.3K
HC
440
Hoese & Co
Minnesota
$2.22K
BIA
441
Bell Investment Advisors
California
$2.1K
BCMLT
442
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K +$1.7K +17 New
GEA
443
Glen Eagle Advisors
New Jersey
$1.44K
PWMG
444
Private Wealth Management Group
New Jersey
$1.4K
SIS
445
Sound Income Strategies
Florida
$1.31K +$101 +1 +8%
FHA
446
First Horizon Advisors
Tennessee
$1.2K
UIA
447
Ulland Investment Advisors
Minnesota
$1K
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$990 +$990 +10 New
SIC
449
SJS Investment Consulting
Ohio
$902
PWA
450
Provenance Wealth Advisors
Florida
$901