458 hedge funds and large institutions have $4.78B invested in Polaris in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
64
Increased
158
Reduced
153
Closed
72
Calls
$51.2M
Puts
$67.7M
Net Calls
-$16.5M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
SNBOSCI
201
Security National Bank of Sioux City Iowa
Iowa
$870K +$108K +1,080 +14%
BPA
202
Beacon Pointe Advisors
California
$863K -$8.91K -89 -1%
RSWM
203
Robertson Stephens Wealth Management
California
$851K
Grantham, Mayo, Van Otterloo & Co (GMO)
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$842K +$842K +8,410 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$822K -$951K -9,499 -54%
EP
206
Eudaimonia Partners
Tennessee
$820K -$19.5K -195 -2%
DM
207
Deerfield Management
New York
$797K +$797K +7,960 New
CII
208
Capital International Inc
California
$789K +$162K +1,615 +26%
SBIA
209
Sheaff Brock Investment Advisors
Indiana
$781K
CA
210
Claro Advisors
Massachusetts
$762K +$269K +2,690 +55%
PIMJS
211
PKO Investment Management Joint-Stock
Poland
$755K
CP
212
Camelot Portfolios
Ohio
$740K -$243K -2,424 -25%
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$739K +$119K +1,185 +19%
LTAS
214
Linden Thomas Advisory Services
North Carolina
$731K +$44.6K +445 +6%
WC
215
Wynn Capital
Georgia
$730K -$29.3K -293 -4%
Russell Investments Group
216
Russell Investments Group
United Kingdom
$722K +$5.3K +53 +0.7%
Lazard Asset Management
217
Lazard Asset Management
New York
$719K -$9.6K -96 -1%
GIA
218
Gateway Investment Advisers
Ohio
$708K +$10.2K +102 +1%
IMRF
219
Illinois Municipal Retirement Fund
Illinois
$703K
Wellington Management Group
220
Wellington Management Group
Massachusetts
$690K +$76.6K +765 +12%
CB
221
Commerce Bank
Missouri
$686K -$449K -4,481 -40%
Citigroup
222
Citigroup
New York
$677K -$214K -2,142 -24%
ZIG
223
Zurich Insurance Group
Switzerland
$661K
PTC
224
Petrus Trust Company
Texas
$639K +$341K +3,402 +114%
Verition Fund Management
225
Verition Fund Management
Connecticut
$638K +$221K +2,209 +53%