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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: 446 → 438 (-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: 2 → 1 (-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
Top Buyers
| 1 |
Select Equity Group
New York
|
+$125M |
| 2 |
JP Morgan Chase
New York
|
+$44.5M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$31.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$29.6M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$13.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
501
Sunbelt Securities
Houston,
Texas
| – | -$10.5K | -134 | Closed |
|
|
GIA
502
GHP Investment Advisors
Denver,
Colorado
| – | -$8.85K | -113 | Closed |
|
|
KFS
503
Kelly Financial Services
Braintree,
Massachusetts
| – | -$8.62K | -110 | Closed |
|
|
ETC
504
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$5.09K | -65 | Closed |
|
|
GWSG
505
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$4.7K | -60 | Closed |
|
|
CA
506
Crewe Advisors
Salt Lake City,
Utah
| – | -$3.13K | -40 | Closed |
|
|
IC
507
Innealta Capital
Austin,
Texas
| – | -$1.96K | -25 | Closed |
|
508
Cohen & Steers
New York
| – | -$1K | -16 | Closed |
|
|
SFA
509
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$816 | -10 | Closed |
|
|
FFA
510
Frazier Financial Advisors
Columbus,
Ohio
| – | -$705 | -9 | Closed |
|
|
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$627 | -8 | Closed |
|
|
FNWA
512
Financial Network Wealth Advisors
Murray,
Utah
| – | -$392 | -5 | Closed |
|