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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
TIA
301
Trust Investment Advisors
Indiana
$456K +$7.82K +90 +2%
AL
302
Aspiriant LLC
California
$446K -$10.4K -120 -2%
TSWM
303
Triangle Securities Wealth Management
North Carolina
$442K -$227K -2,612 -31%
IRF
304
IBM Retirement Fund
New York
$440K -$34.9K -402 -7%
SNBOSCI
305
Security National Bank of Sioux City Iowa
Iowa
$437K -$9.99K -115 -2%
IFAM
306
Institutional & Family Asset Management
Colorado
$435K
LIA
307
LS Investment Advisors
Michigan
$432K -$17.7K -204 -4%
AA
308
ALPS Advisors
Colorado
$431K +$117K +1,349 +32%
SNBOSD
309
Security National Bank of So Dak
Iowa
$427K +$13.9K +160 +3%
CG
310
Caprock Group
Idaho
$425K +$4.78K +55 +1%
HR
311
Howe & Rusling
New York
$419K -$8.6K -99 -2%
OWD
312
Osborn Williams & Donohoe
Ohio
$413K -$86.1K -991 -16%
SWP
313
Stratos Wealth Partners
Ohio
$407K +$62.3K +717 +16%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$402K
Janney Montgomery Scott
315
Janney Montgomery Scott
Pennsylvania
$401K -$147K -1,695 -25%
AF
316
Affiance Financial
Minnesota
$400K +$869 +10 +0.2%
LPL Financial
317
LPL Financial
California
$398K -$540K -6,214 -54%
CPR
318
CSU Producer Resources
Ohio
$387K
FB
319
Fulton Bank
Pennsylvania
$381K -$26.8K -308 -6%
ST
320
Spinnaker Trust
Maine
$379K
RC
321
Roundview Capital
New Jersey
$379K +$426K +4,900 New
FIM
322
Freedom Investment Management
Connecticut
$377K +$70.4K +811 +20%
JIM
323
Jensen Investment Management
Oregon
$368K +$413K +4,750 New
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$362K -$6.08K -70 -1%
EWM
325
Evercore Wealth Management
New York
$356K -$15.5M -178,250 -97%