422 hedge funds and large institutions have $6.02B invested in Polaris in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
10.54%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.17%
New
41
Increased
118
Reduced
174
Closed
34
Calls
$62.1M
Puts
$94.1M
Net Calls
-$32M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
301
Valley National Advisers
Pennsylvania
$396K +$396K +3,782 New
CSIC
302
Clifford Swan Investment Counsel
California
$394K +$2.09K +20 +0.5%
JIM
303
Jensen Investment Management
Oregon
$384K -$188K -1,800 -33%
BWM
304
BerganKDV Wealth Management
Minnesota
$369K +$369K +3,530 New
MA
305
Montag & Associates
Georgia
$368K
WS
306
Wedbush Securities
California
$364K +$25.1K +240 +7%
CB
307
Commerce Bank
Missouri
$358K +$67.3K +642 +23%
B
308
BancorpSouth
Mississippi
$356K +$11.7K +112 +3%
FNBT
309
FineMark National Bank & Trust
Florida
$354K +$354K +3,384 New
JFA
310
JNBA Financial Advisors
Minnesota
$353K
TAF
311
Tredje AP-fonden
Sweden
$348K +$224K +2,140 +180%
Robeco Institutional Asset Management
312
Robeco Institutional Asset Management
Netherlands
$346K -$84K -804 -20%
FB
313
Fulton Bank
Pennsylvania
$339K -$112K -1,073 -25%
CAN
314
Cetera Advisor Networks
California
$336K -$23.7K -227 -7%
CTC
315
Central Trust Company
Missouri
$334K -$52.3K -500 -14%
WBC
316
Westpac Banking Corp
Australia
$332K -$15.4K -147 -4%
GLA
317
Great Lakes Advisors
Illinois
$323K -$5.34K -51 -2%
MCIM
318
Meadow Creek Investment Management
Georgia
$323K +$33.5K +320 +12%
PWAG
319
Polaris Wealth Advisory Group
California
$314K
BCM
320
Bayesian Capital Management
New York
$314K +$314K +3,000 New
MWNA
321
Marshall Wace North America
New York
$310K -$2.25M -21,442 -88%
AFA
322
Abacus FCF Advisors
Florida
$309K +$309K +2,950 New
FIM
323
Freedom Investment Management
Connecticut
$306K -$206K -1,969 -40%
UCFA
324
United Capital Financial Advisors
Texas
$304K -$17.5K -167 -5%
OMCS
325
Old Mutual Customised Solutions
South Africa
$293K