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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
EF
151
Empowered Funds
Pennsylvania
$1.29M -$1.28M -15,709 -50%
ASRS
152
Arizona State Retirement System
Arizona
$1.29M +$35.6K +438 +3%
MCM
153
Mork Capital Management
California
$1.25M
HW
154
Hancock Whitney
Mississippi
$1.23M +$108K +1,334 +10%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$1.21M -$40.6K -500 -3%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$1.16M -$2.16M -26,576 -66%
LF
157
Lantz Financial
Illinois
$1.15M -$46.3K -570 -4%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$1.15M -$128K -1,581 -10%
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$1.13M -$303K -3,729 -22%
PCM
160
Prentice Capital Management
Connecticut
$1.1M +$1.07M +13,181 New
Corient Private Wealth
161
Corient Private Wealth
Florida
$1.06M -$114K -1,401 -10%
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.05M
SOMRS
163
State of Michigan Retirement System
Michigan
$1.04M -$24.4K -300 -2%
IRC
164
Investors Research Corp
Georgia
$1.04M +$6.09K +75 +0.6%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$1.02M -$42.7K -525 -4%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$1.02M
OTPPB
167
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.01M -$1.97M -24,260 -67%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$986K -$158K -1,941 -14%
Macquarie Group
169
Macquarie Group
Australia
$982K -$8.37M -102,980 -90%
NMIMC
170
Northwestern Mutual Investment Management Company
Wisconsin
$968K -$18.8K -231 -2%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$967K +$11.9K +147 +1%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$962K -$18.1K -223 -2%
IMPI
173
Ilmarinen Mutual Pension Insurance
Finland
$958K
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$924K
SIA
175
Schechter Investment Advisors
Michigan
$904K +$110K +1,353 +14%