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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
AIP
176
Ameritas Investment Partners
Nebraska
$895K -$440K -5,417 -34%
Walleye Capital
177
Walleye Capital
New York
$894K -$1.58M -19,405 -64%
UHC
178
Union Heritage Capital
Michigan
$893K
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$886K -$28.4K -350 -3%
CP
180
Camelot Portfolios
Ohio
$879K -$435K -5,351 -34%
DWT
181
Dorsey & Whitney Trust
South Dakota
$839K -$490K -6,035 -37%
RC
182
RBF Capital
California
$832K +$812K +10,000 New
UWS
183
Unique Wealth Strategies
Illinois
$792K -$95K -1,169 -11%
KeyBank National Association
184
KeyBank National Association
Ohio
$786K +$768K +9,448 New
SAM
185
Silvercrest Asset Management
New York
$780K -$4.87K -60 -0.6%
MPPW
186
Mitchell & Pahl Private Wealth
Oklahoma
$780K +$28.8K +354 +4%
SNBOSD
187
Security National Bank of So Dak
Iowa
$757K -$6.5K -80 -0.9%
OAM
188
Oppenheimer Asset Management
New York
$756K -$912K -11,223 -55%
SFG
189
SNS Financial Group
Minnesota
$754K
SEI Investments
190
SEI Investments
Pennsylvania
$749K +$438K +5,395 +150%
SNBOSCI
191
Security National Bank of Sioux City Iowa
Iowa
$729K +$3.41K +42 +0.5%
RSWM
192
Robertson Stephens Wealth Management
California
$708K -$1.95K -24 -0.3%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$706K +$388K +4,774 +135%
US Bancorp
194
US Bancorp
Minnesota
$703K -$11K -135 -2%
AC
195
AXQ Capital
New Jersey
$699K -$137K -1,691 -17%
Citigroup
196
Citigroup
New York
$696K +$302K +3,713 +80%
BHCM
197
Brevan Howard Capital Management
Jersey
$688K -$1.01M -12,412 -60%
CA
198
Claro Advisors
Massachusetts
$656K +$20.6K +254 +3%
WC
199
Wynn Capital
Georgia
$650K +$45.3K +558 +8%
SBIA
200
Sheaff Brock Investment Advisors
Indiana
$647K