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Polaris

447 hedge funds and large institutions have $4.67B invested in Polaris in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 156 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 156

5.82% more ownership

Funds ownership: 88.74%94.57% (+5.8%)

0% less capital invested

Capital invested by funds: $4.69B → $4.67B (-$12.6M)

5% less funds holding

Funds holding: 470447 (-23)

33% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 55

75% less call options, than puts

Call options by funds: $46.5M | Put options by funds: $186M

Holders
447
Holders Change
-23
Holders Change %
-4.89%
% of All Funds
11.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
37
Increased
177
Reduced
156
Closed
55
Calls
$46.5M
Puts
$186M
Net Calls
-$139M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Profund Advisors
Maryland
$629K -$114K -1,312 -14%
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$620K -$145K -1,673 -17%
DL
278
Delta Lloyd
Netherlands
$611K
Janus Henderson Group
279
Janus Henderson Group
United Kingdom
$595K
SAM
280
Securian Asset Management
Minnesota
$564K
Nomura Asset Management
281
Nomura Asset Management
Japan
$555K -$1.44M -16,600 -70%
William Blair & Company
282
William Blair & Company
Illinois
$552K +$619K +7,128 New
KF
283
Krilogy Financial
Missouri
$542K
HFS
284
HL Financial Services
Kentucky
$539K -$69K -795 -10%
BWM
285
Bernicke Wealth Management
Wisconsin
$530K -$2.17K -25 -0.4%
Pacer Advisors
286
Pacer Advisors
Pennsylvania
$526K +$491K +5,648 +496%
SLAM
287
Swiss Life Asset Management
$525K +$99.8K +1,149 +20%
Victory Capital Management
288
Victory Capital Management
Texas
$522K -$65.7M -756,273 -99%
SFG
289
SevenBridge Financial Group
Pennsylvania
$516K +$163K +1,871 +38%
QC
290
QCM Cayman
Texas
$516K +$579K +6,662 New
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$514K -$1.69M -19,515 -75%
OC
292
Oppenheimer & Co
New York
$505K +$230K +2,650 +68%
GVT
293
Genesee Valley Trust
New York
$499K -$28.9K -333 -5%
TH
294
Timber Hill
Connecticut
$498K -$171K -1,969 -23%
RJT
295
Raymond James Trust
Florida
$489K +$219K +2,523 +67%
PP
296
Prudential plc
United Kingdom
$488K
NIMI
297
Natixis Investment Managers International
France
$476K +$534K +6,149 New
FCH
298
Freestone Capital Holdings
Washington
$468K -$147K -1,696 -22%
SCM
299
Shelton Capital Management
Colorado
$461K +$9.29K +107 +2%
CAM
300
Capstone Asset Management
Texas
$460K +$2.78K +32 +0.5%