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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
GIA
201
Gateway Investment Advisers
Ohio
$646K +$56.5K +695 +10%
LTAS
202
Linden Thomas Advisory Services
North Carolina
$639K +$16.4K +202 +3%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$639K -$27.2K -335 -4%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$638K -$47.7K -587 -7%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$635K +$23.8K +293 +4%
WS
206
Wedbush Securities
California
$591K +$66.8K +822 +13%
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$586K +$24.3K +299 +4%
CCM
208
Cinctive Capital Management
New York
$586K +$572K +7,040 New
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$584K
VOYA Investment Management
210
VOYA Investment Management
Georgia
$557K -$54K -665 -9%
ZIG
211
Zurich Insurance Group
Switzerland
$549K
VF
212
Virtu Financial
New York
$535K +$522K +6,424 New
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$534K -$61.3K -754 -11%
Kovitz Investment Group Partners
214
Kovitz Investment Group Partners
Illinois
$518K -$115K -1,418 -19%
ET
215
Entropy Technologies
New York
$518K +$505K +6,220 New
NICM
216
Neo Ivy Capital Management
New York
$516K +$504K +6,198 New
SOADOR
217
State of Alaska Department of Revenue
Alaska
$511K +$33.3K +410 +7%
KFS
218
Keynote Financial Services
Connecticut
$507K +$61.8K +761 +14%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$500K +$275K +3,384 +129%
VPIM
220
Vanguard Personalized Indexing Management
California
$486K +$95.6K +1,177 +25%
Federated Hermes
221
Federated Hermes
Pennsylvania
$478K +$159K +1,953 +52%
CA
222
CoreCap Advisors
Michigan
$478K +$466K +5,739 New
X
223
Xponance
Pennsylvania
$472K -$179K -2,201 -28%
SAM
224
Shell Asset Management
Netherlands
$456K +$445K +5,478 New
AIMC
225
Alley Investment Management Company
Illinois
$447K