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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
Capital World Investors
1
Capital World Investors
California
$480M -$74.8M -920,459 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$466M -$3.44M -42,328 -0.7%
BlackRock
3
BlackRock
New York
$378M -$12.7M -156,843 -3%
State Street
4
State Street
Massachusetts
$242M -$9.15M -112,596 -4%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$225M -$2.1M -25,900 -0.9%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M +$5.67M +69,844 +3%
Select Equity Group
7
Select Equity Group
New York
$162M +$125M +1,540,609 +384%
JP Morgan Chase
8
JP Morgan Chase
New York
$107M +$44.5M +548,260 +75%
CIM
9
Confluence Investment Management
Missouri
$86.5M +$546K +6,724 +0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$75.6M -$6.12M -75,302 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$72.4M +$66.7K +821 +0.1%
American Century Companies
12
American Century Companies
Missouri
$62.6M +$29.6M +364,608 +94%
Morgan Stanley
13
Morgan Stanley
New York
$53.8M -$1.64M -20,151 -3%
Charles Schwab
14
Charles Schwab
California
$46.2M +$13.9M +171,366 +45%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$44.5M -$3.26M -40,075 -7%
Brown Advisory
16
Brown Advisory
Maryland
$41.8M -$1.88M -23,100 -4%
ProShare Advisors
17
ProShare Advisors
Maryland
$36.5M +$6.44M +79,283 +22%
RRAM
18
River Road Asset Management
Kentucky
$34.7M -$10.3M -127,117 -23%
RJA
19
Raymond James & Associates
Florida
$32.5M -$1.28M -15,709 -4%
Artisan Partners
20
Artisan Partners
Wisconsin
$32.2M +$31.5M +387,349 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$31.8M +$7.41M +91,229 +31%
Northern Trust
22
Northern Trust
Illinois
$30.6M -$1.52M -18,720 -5%
Wells Fargo
23
Wells Fargo
California
$26.1M -$1.05M -12,960 -4%
LSV Asset Management
24
LSV Asset Management
Illinois
$26M -$2.09M -25,700 -8%
Bank of America
25
Bank of America
North Carolina
$25.1M -$1.18M -14,489 -5%