470 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 139 increasing their positions, 178 reducing their positions, and 74 closing their positions.

Holders
470
Holders Change
-5
Holders Change %
-1.05%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
139
Reduced
178
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M
Name Market Value Shares Shares
Change
Shares
Change %
MRCM
451
M&R Capital Management
New Jersey
$1.42K 15
SWM
452
Spire Wealth Management
Virginia
$1.4K 15 -256 -94%
GEA
453
Glen Eagle Advisors
New Jersey
$1.36K 14 -7 -33%
PWMG
454
Private Wealth Management Group
New Jersey
$1.33K 14 +14 New
SIS
455
Sound Income Strategies
Florida
$1.17K 12 -197 -94%
FHA
456
First Horizon Advisors
Tennessee
$1.14K 12
CPG
457
Cornerstone Planning Group
New Jersey
$1.04K 11
UIA
458
Ulland Investment Advisors
Minnesota
$1K 13
SIC
459
SJS Investment Consulting
Ohio
$853 9 -2 -18%
PWA
460
Provenance Wealth Advisors
Florida
$853 9 -1 -10%
FP
461
Financial Perspectives
Minnesota
$829 9
PFBT
462
Parkside Financial Bank & Trust
Missouri
$759 8 -8 -50%
DPW
463
DiNuzzo Private Wealth
Pennsylvania
$664 7 +7 New
GWS
464
Glassman Wealth Services
Virginia
$663 7 +1 +17%
PA
465
PSI Advisors
Florida
$379 4
GRP
466
Global Retirement Partners
California
$176 2
TVAMP
467
Tennessee Valley Asset Management Partners
Tennessee
$99 1 +1 New
TWP
468
TFO Wealth Partners
Ohio
$95 1
MCM
469
MV Capital Management
Maryland
$95 1 +1 New
NCM
470
Northwest Capital Management
Oregon
VDI
471
Vaughan David Investments
Illinois
-219,662 Closed
SIC
472
Schwartz Investment Counsel
Michigan
-140,600 Closed
LHC
473
Lodge Hill Capital
New York
-100,000 Closed
PI
474
PEAK6 Investments
Illinois
-38,133 Closed
UCMOK
475
United Capital Management of KS
Kansas
-37,063 Closed