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Polaris

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
AWS
501
Atria Wealth Solutions
New York
-$207K -2,072 Closed
AC
502
Armistice Capital
New York
-$201K -2,009 Closed
CG
503
Caprock Group
Idaho
-$200K -2,001 Closed
ZF
504
Zhang Financial
Michigan
-$200K -2,000 Closed
VNA
505
Valley National Advisers
Pennsylvania
-$137K -1,371 Closed
PAM
506
Paradigm Asset Management
New York
-$125K -1,250 Closed
SWS
507
SYSTM Wealth Solutions
Illinois
-$79.3K -792 Closed
AWM
508
Avior Wealth Management
Nebraska
-$71.1K -710 Closed
OCM
509
Orion Capital Management
California
-$44.6K -445 Closed
NCTC
510
New Covenant Trust Company
Indiana
-$14.2K -142 Closed
GG
511
Gleason Group
Kentucky
-$12.3K -123 Closed
EWA
512
EverSource Wealth Advisors
Alabama
-$341 -4 Closed
TWP
513
TFO Wealth Partners
Ohio
-$100 -1 Closed