446 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, 176 increasing their positions, 156 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-23
Holders Change %
-4.9%
% of All Funds
11.92%
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
176
Reduced
156
Closed
55
Calls
$46.5M
Puts
$186M
Net Calls
-$139M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
AL
301
Aspiriant LLC
California
$446K -$9.29K -120 -2%
TSWM
302
Triangle Securities Wealth Management
North Carolina
$442K -$202K -2,612 -31%
IRF
303
IBM Retirement Fund
New York
$440K -$31.1K -402 -7%
SNBOSCI
304
Security National Bank of Sioux City Iowa
Iowa
$437K -$8.9K -115 -2%
IFAM
305
Institutional & Family Asset Management
Colorado
$435K
LIA
306
LS Investment Advisors
Michigan
$432K -$15.8K -204 -4%
AA
307
ALPS Advisors
Colorado
$431K +$104K +1,349 +32%
SNBOSD
308
Security National Bank of So Dak
Iowa
$427K +$12.4K +160 +3%
CG
309
Caprock Group
Idaho
$425K +$4.26K +55 +1%
HR
310
Howe & Rusling
New York
$419K -$7.67K -99 -2%
OWD
311
Osborn Williams & Donohoe
Ohio
$413K -$76.8K -991 -16%
SWP
312
Stratos Wealth Partners
Ohio
$407K +$55.5K +717 +16%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$402K
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$401K -$131K -1,695 -25%
AF
315
Affiance Financial
Minnesota
$400K +$774 +10 +0.2%
LPL Financial
316
LPL Financial
California
$398K -$461K -6,214 -54%
CPR
317
CSU Producer Resources
Ohio
$387K
FB
318
Fulton Bank
Pennsylvania
$381K -$23.8K -308 -6%
ST
319
Spinnaker Trust
Maine
$379K
RC
320
Roundview Capital
New Jersey
$379K +$379K +4,900 New
FIM
321
Freedom Investment Management
Connecticut
$377K +$62.8K +811 +20%
JIM
322
Jensen Investment Management
Oregon
$368K +$368K +4,750 New
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$362K -$5.43K -70 -1%
EWM
324
Evercore Wealth Management
New York
$356K -$13.8M -178,250 -97%
AAM
325
Advisors Asset Management
Colorado
$356K -$142K -1,838 -29%