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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
SFG
201
SNS Financial Group
Minnesota
$709K -$8.47K -100 -1%
MPPW
202
Mitchell & Pahl Private Wealth
Oklahoma
$706K +$25.5K +301 +3%
GS
203
GTS Securities
New York
$684K +$739K +8,729 New
SNBOSCI
204
Security National Bank of Sioux City Iowa
Iowa
$683K +$2.71K +32 +0.4%
CB
205
Commerce Bank
Missouri
$677K +$152K +1,791 +26%
US Bancorp
206
US Bancorp
Minnesota
$672K -$16K -189 -2%
RSWM
207
Robertson Stephens Wealth Management
California
$668K +$2.03K +24 +0.3%
BPA
208
Beacon Pointe Advisors
California
$660K -$16.3K -192 -2%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$646K +$3.22K +38 +0.5%
PTC
210
Petrus Trust Company
Texas
$638K +$149K +1,760 +28%
Pacer Advisors
211
Pacer Advisors
Pennsylvania
$627K -$71.2M -840,892 -99%
CII
212
Capital International Inc
California
$617K
X
213
Xponance
Pennsylvania
$616K -$261K -3,082 -28%
SBIA
214
Sheaff Brock Investment Advisors
Indiana
$609K -$2.2K -26 -0.3%
CA
215
Claro Advisors
Massachusetts
$597K +$1.52K +18 +0.2%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$591K -$140K -1,647 -18%
PIMJS
217
PKO Investment Management Joint-Stock
Poland
$587K
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$587K +$635K +7,500 New
LTAS
219
Linden Thomas Advisory Services
North Carolina
$586K +$14.6K +172 +2%
SA
220
Sanctuary Advisors
Indiana
$579K +$585K +6,911 New
VOYA Investment Management
221
VOYA Investment Management
Georgia
$576K -$113K -1,338 -15%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$575K +$117K +1,387 +23%
WC
223
Wynn Capital
Georgia
$567K -$4.24K -50 -0.7%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$561K +$154K +1,822 +34%
GIA
225
Gateway Investment Advisers
Ohio
$553K -$678 -8 -0.1%