457 hedge funds and large institutions have $6.02B invested in Polaris in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 203 reducing their positions, and 49 closing their positions.

Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
125
Reduced
203
Closed
49
Calls
$83.3M
Puts
$76M
Net Calls
+$7.29M
Net Calls Change
+$40.8M
Name Market Value Shares Shares
Change
Shares
Change %
VF
476
Virtu Financial
New York
-3,497 Closed
BFM
477
Boothbay Fund Management
New York
-3,298 Closed
Vontobel Holding
478
Vontobel Holding
Switzerland
-3,257 Closed
CCB
479
Cutter & Co Brokerage
Missouri
-3,174 Closed
PWAG
480
Polaris Wealth Advisory Group
California
-3,000 Closed
PTC
481
Petrus Trust Company
Texas
-2,764 Closed
TRIA
482
Trail Ridge Investment Advisors
Colorado
-2,507 Closed
LCWP
483
Legacy Capital Wealth Partners
Arkansas
-2,173 Closed
DADC
484
D.A. Davidson & Co
Montana
-2,109 Closed
CCM
485
Coldstream Capital Management
Washington
-2,067 Closed
ESCM
486
Echo Street Capital Management
New York
-2,045 Closed
CCM
487
Chiron Capital Management
Florida
-2,000 Closed
PA
488
Profund Advisors
Maryland
-1,910 Closed
RI
489
Ridgewood Investments
New Jersey
-1,334 Closed
IUHSA
490
Itau Unibanco Holding S.A.
Brazil
-987 Closed
PCM
491
Pointe Capital Management
Michigan
-675 Closed
IAIM
492
International Assets Investment Management
Florida
-578 Closed
OCM
493
Orion Capital Management
California
-445 Closed
TCWA
494
Ten Capital Wealth Advisors
Washington
-416 Closed
VCM
495
Vigilant Capital Management
Maine
-250 Closed
ARS
496
Adirondack Retirement Specialists
New York
-100 Closed
NIC
497
Northwest Investment Counselors
Oregon
-76 Closed
SN
498
Sittner & Nelson
Oregon
-45 Closed
AAS
499
Ameritas Advisory Services
Nebraska
-45 Closed
FMP
500
Financial Management Professionals
Texas
$0 4 -41 -91%