428 hedge funds and large institutions have $3.77B invested in Polaris in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 193 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-40
Holders Change %
-8.55%
% of All Funds
9.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
54
Increased
111
Reduced
193
Closed
92
Calls
$56.6M
Puts
$23.4M
Net Calls
+$33.2M
Net Calls Change
+$22.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
301
Dynamic Advisor Solutions
Arizona
$246K -$744K -8,531 -75%
Aberdeen Group
302
Aberdeen Group
United Kingdom
$244K -$2.55K -33 -1%
WBC
303
Westpac Banking Corp
Australia
$243K
OC
304
Oppenheimer & Co
New York
$243K +$243K +3,167 New
Caisse de Depot et Placement du Quebec (CDPQ)
305
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$238K +$53.7K +700 +29%
II
306
IFM Investors
Australia
$235K +$614 +8 +0.3%
S
307
Surevest
California
$235K +$235K +3,068 New
OWD
308
Osborn Williams & Donohoe
Ohio
$232K -$8.82K -115 -4%
PWAG
309
Polaris Wealth Advisory Group
California
$230K
CWM
310
Cordatus Wealth Management
Pennsylvania
$228K +$228K +2,977 New
VWM
311
Venturi Wealth Management
Texas
$226K +$226K +3,028 New
UCFA
312
United Capital Financial Advisors
Texas
$224K -$11.5K -150 -5%
AF
313
Affiance Financial
Minnesota
$216K -$33.8K -441 -14%
ACM
314
AlphaCrest Capital Management
New York
$213K +$213K +2,778 New
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$211K -$36.4K -475 -15%
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$204K +$204K +2,661 New
WC
317
Whitnell & Co
Illinois
$184K
Macquarie Group
318
Macquarie Group
Australia
$184K +$84.3K +1,100 +85%
BWM
319
BerganKDV Wealth Management
Minnesota
$183K -$23.9K -311 -12%
AAM
320
Advisors Asset Management
Colorado
$173K +$16.2K +212 +10%
HR
321
Howe & Rusling
New York
$165K -$48.3K -629 -23%
CA
322
Claro Advisors
Massachusetts
$165K +$165K +1,635 New
PAM
323
Panagora Asset Management
Massachusetts
$157K +$84.4K +1,102 +116%
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$153K +$153K +2,000 New
VNA
325
Valley National Advisers
Pennsylvania
$151K -$129K -1,682 -46%