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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
First Trust Advisors
26
First Trust Advisors
Illinois
$21.9M +$3.35M +41,175 +19%
Ameriprise
27
Ameriprise
Minnesota
$19.4M +$11M +135,742 +139%
SAM
28
Southernsun Asset Management
Tennessee
$19.3M -$8.64M -106,340 -31%
SFM
29
Systematic Financial Management
New Jersey
$19.1M +$1.68M +20,695 +10%
Invesco
30
Invesco
Georgia
$18.5M -$10.4M -127,760 -37%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$18.4M +$66.5K +818 +0.4%
SHCM
32
Silver Heights Capital Management
Ontario, Canada
$17.4M -$127K -1,565 -0.7%
EBSAM
33
Eubel Brady & Suttman Asset Management
Ohio
$16.4M +$65.1K +801 +0.4%
Millennium Management
34
Millennium Management
New York
$16.3M -$25.8M -317,113 -62%
RI
35
RWWM Inc
California
$15.5M -$6.99M -86,076 -32%
Franklin Resources
36
Franklin Resources
California
$13.7M +$1.5M +18,418 +12%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$13.7M +$546K +6,720 +4%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$13.3M -$133K -1,635 -1%
KP
39
Kiltearn Partners
United Kingdom
$12.9M +$7.5M +92,300 +148%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$12.7M +$12.4M +152,208 New
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.2M +$590K +7,265 +5%
Citadel Advisors
42
Citadel Advisors
Florida
$12M -$10.6M -130,214 -47%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$11.9M -$348K -4,279 -3%
N
44
Nuveen
North Carolina
$11.5M -$271K -3,336 -2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$11.1M +$1.96M +24,103 +22%
UBS Group
46
UBS Group
Switzerland
$10.9M -$667K -8,206 -6%
WAM
47
Weiss Asset Management
Massachusetts
$10.8M +$10.6M +130,275 New
Principal Financial Group
48
Principal Financial Group
Iowa
$10.1M -$4.5M -55,404 -31%
UBS AM
49
UBS AM
Illinois
$10.1M -$1.07M -13,227 -10%
KCM
50
Kodai Capital Management
Illinois
$9.96M +$9.72M +119,656 New