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446 hedge funds and large institutions have $3.68B invested in Polaris in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 159 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 159

9% less call options, than puts

Call options by funds: $60.4M | Put options by funds: $66.5M

1.58% less ownership

Funds ownership: 84.74%83.15% (-1.6%)

3% less funds holding

Funds holding: 461446 (-15)

12% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $4.79B → $3.68B (-$1.11B)

Holders
446
Holders Change
-15
Holders Change %
-3.25%
% of All Funds
6.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
153
Reduced
159
Closed
66
Calls
$60.4M
Puts
$66.5M
Net Calls
-$6.15M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
CoreCap Advisors
Michigan
-$318K -3,175 Closed
QCM
477
Qsemble Capital Management
New York
-$315K -3,150 Closed
FM
478
Foster & Motley
Ohio
-$311K -3,107 Closed
TC
479
Truvestments Capital
Florida
-$304K -3,036 Closed
PAS
480
Park Avenue Securities
New York
-$302K -3,016 Closed
BFM
481
Boothbay Fund Management
New York
-$287K -2,868 Closed
JIC
482
Johnson Investment Counsel
Ohio
-$284K -2,835 Closed
BBVA
483
Banco Bilbao Vizcaya Argentaria
Spain
-$277K -2,768 Closed
MC
484
Maverick Capital
Texas
-$276K -2,755 Closed
PF
485
Phoenix Financial
Israel
-$270K -2,700 Closed
LWAM
486
Legacy Wealth Asset Management
Minnesota
-$265K -2,647 Closed
NWM
487
Northwest Wealth Management
Iowa
-$260K -2,599 Closed
SRIM
488
Saratoga Research & Investment Management
California
-$253K -2,526 Closed
LNWWM
489
Laird Norton Wetherby Wealth Management
California
-$250K -2,493 Closed
SCA
490
Snowden Capital Advisors
New York
-$248K -2,480 Closed
TW
491
Trajan Wealth
Arizona
-$243K -2,431 Closed
OC
492
Oppenheimer & Co
New York
-$232K -2,313 Closed
MA
493
Mutual Advisors
Nebraska
-$225K -2,246 Closed
IAA
494
Independent Advisor Alliance
North Carolina
-$221K -2,211 Closed
GVAG
495
Great Valley Advisor Group
Delaware
-$220K -2,198 Closed
CAM
496
Claret Asset Management
Quebec, Canada
-$218K -2,180 Closed
SFP
497
Sweet Financial Partners
Minnesota
-$214K -2,142 Closed
Mackenzie Financial
498
Mackenzie Financial
Ontario, Canada
-$214K -2,134 Closed
EI
499
Ethic Inc
New York
-$211K -2,110 Closed
DAC
500
Dividend Assets Capital
South Carolina
-$208K -2,077 Closed