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Polaris

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
IPW
476
Impact Partnership Wealth
Georgia
-$386K -4,932 Closed
DAS
477
Diversify Advisory Services
Utah
-$345K -4,680 Closed
Man Group
478
Man Group
United Kingdom
-$353K -4,502 Closed
DADC
479
D.A. Davidson & Co
Montana
-$325K -4,150 Closed
PRC
480
Pearl River Capital
Michigan
-$318K -4,061 Closed
MM
481
MQS Management
New York
-$311K -3,973 Closed
I
482
InceptionR
California
-$303K -3,866 Closed
CWS
483
Confluence Wealth Services
Pennsylvania
-$298K -3,809 Closed
RFC
484
Regions Financial Corp
Alabama
-$234K -2,991 Closed
LA
485
Lindenwold Advisors
Pennsylvania
-$234K -2,982 Closed
MIS
486
Morningstar Investment Services
Illinois
-$223K -2,871 Closed
HR
487
Howe & Rusling
New York
-$223K -2,848 Closed
TCM
488
Teza Capital Management
Illinois
-$207K -2,647 Closed
OR
489
Olympiad Research
Connecticut
-$206K -2,635 Closed
CPC
490
Consolidated Planning Corp
Georgia
-$206K -2,631 Closed
KCM
491
Kendall Capital Management
Maryland
-$206K -2,630 Closed
Envestnet Portfolio Solutions
492
Envestnet Portfolio Solutions
Illinois
-$205K -2,618 Closed
MML Investors Services
493
MML Investors Services
Massachusetts
-$205K -2,616 Closed
AAM
494
Advisors Asset Management
Colorado
-$146K -1,868 Closed
AGWCA
495
Annis Gardner Whiting Capital Advisors
Florida
-$95.4K -1,218 Closed
ATPW
496
Ashton Thomas Private Wealth
Arizona
-$89.8K -1,147 Closed
PMFA
497
Plante Moran Financial Advisors
Michigan
-$62.6K -800 Closed
Mirae Asset Global Investments
498
Mirae Asset Global Investments
South Korea
-$48.9K -630 Closed
Mirae Asset Global ETFs Holdings
499
Mirae Asset Global ETFs Holdings
Hong Kong
-$13K -166 Closed
A
500
AlphaQuest
New York
-$11K -140 Closed