420 hedge funds and large institutions have $5.53B invested in Polaris in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-20
Holders Change %
-4.55%
% of All Funds
10.49%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
31
Increased
174
Reduced
133
Closed
48
Calls
$69.4M
Puts
$52.1M
Net Calls
+$17.3M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
301
Clifford Swan Investment Counsel
California
$346K +$2.22K +24 +0.6%
GH
302
GAM Holding
Switzerland
$344K -$165K -1,787 -32%
NWM
303
Northwest Wealth Management
Iowa
$342K -$30K -325 -8%
CTC
304
Central Trust Company
Missouri
$341K -$8.95K -97 -3%
MA
305
Montag & Associates
Georgia
$324K +$33.1K +359 +11%
CAN
306
Cetera Advisor Networks
California
$317K -$45K -489 -12%
CAM
307
Columbia Asset Management
Michigan
$316K -$131K -1,425 -29%
JFA
308
JNBA Financial Advisors
Minnesota
$311K
CSS
309
Cubist Systematic Strategies
Connecticut
$309K -$1.55M -16,786 -83%
WBC
310
Westpac Banking Corp
Australia
$306K
B
311
BancorpSouth
Mississippi
$303K +$34.8K +377 +13%
WS
312
Wedbush Securities
California
$299K +$31.9K +346 +12%
GLA
313
Great Lakes Advisors
Illinois
$289K +$12.7K +138 +5%
UCFA
314
United Capital Financial Advisors
Texas
$284K -$38.1K -413 -12%
PWAG
315
Polaris Wealth Advisory Group
California
$277K
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$275K +$62.8K +680 +30%
PSUF
317
People's United Financial
Connecticut
$275K +$275K +2,980 New
ASN
318
Advisory Services Network
Georgia
$272K +$17.8K +193 +7%
NPC
319
National Planning Corporation
California
$271K -$16.9K -181 -6%
DAS
320
Dynamic Advisor Solutions
Arizona
$271K -$2.77K -30 -1%
LCM
321
Laurion Capital Management
New York
$267K -$212K -2,300 -44%
OWD
322
Osborn Williams & Donohoe
Ohio
$258K -$124K -1,343 -32%
OMCS
323
Old Mutual Customised Solutions
South Africa
$258K
CB
324
Commerce Bank
Missouri
$256K +$17.6K +190 +7%
MCIM
325
Meadow Creek Investment Management
Georgia
$255K +$106K +1,152 +71%