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Polaris

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
Capital World Investors
1
Capital World Investors
California
$524M -$6M -70,829 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$442M -$21.8M -257,229 -4%
BlackRock
3
BlackRock
New York
$368M +$3.96M +46,779 +1%
State Street
4
State Street
Massachusetts
$236M +$3.45M +40,759 +1%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$214M +$12.8M +151,280 +6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172M -$12.4M -146,025 -6%
CIM
7
Confluence Investment Management
Missouri
$80.9M -$4.65M -54,955 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$77M +$8.15M +96,194 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$68.1M +$951K +11,226 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$57.6M +$51.4M +607,003 +474%
Morgan Stanley
11
Morgan Stanley
New York
$52.2M +$447K +5,277 +0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$45M -$404K -4,771 -0.8%
RRAM
13
River Road Asset Management
Kentucky
$42.6M +$1.06M +12,457 +2%
Brown Advisory
14
Brown Advisory
Maryland
$41.1M +$7.45M +87,980 +20%
Millennium Management
15
Millennium Management
New York
$40.1M +$23.9M +281,743 +122%
RJA
16
Raymond James & Associates
Florida
$31.8M +$40K +472 +0.1%
Select Equity Group
17
Select Equity Group
New York
$31.4M +$33.9M +400,680 New
GKIM
18
GW&K Investment Management
Massachusetts
$30.5M -$26.7K -315 -0.1%
American Century Companies
19
American Century Companies
Missouri
$30.3M +$24.8M +292,992 +312%
Northern Trust
20
Northern Trust
Illinois
$30.3M +$3.9M +45,996 +14%
Charles Schwab
21
Charles Schwab
California
$30.1M +$1.14M +13,401 +4%
MPI
22
Mairs & Power Inc
Minnesota
$28.3M -$339K -4,008 -1%
ProShare Advisors
23
ProShare Advisors
Maryland
$28.1M +$3.05M +35,952 +11%
Invesco
24
Invesco
Georgia
$27.4M -$26.1M -308,418 -47%
SAM
25
Southernsun Asset Management
Tennessee
$26.5M +$1.98M +23,398 +7%