468 hedge funds and large institutions have $5.18B invested in Polaris in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 161 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
10.72%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
51
Increased
167
Reduced
161
Closed
56
Calls
$52.8M
Puts
$42.2M
Net Calls
+$10.6M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
326
Mutual Advisors
Nebraska
$348K +$21.2K +210 +6%
SFPIA
327
Stevens First Principles Investment Advisors
California
$339K +$339K +3,360 New
Nomura Holdings
328
Nomura Holdings
Japan
$339K +$339K +3,360 New
SWP
329
Stratos Wealth Partners
Ohio
$338K +$4.23K +42 +1%
AF
330
Affiance Financial
Minnesota
$329K +$606 +6 +0.2%
WS
331
Wedbush Securities
California
$326K +$10.1K +100 +3%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$326K +$26.3K +261 +9%
Aberdeen Group
333
Aberdeen Group
United Kingdom
$323K -$7.28K -72 -2%
WBC
334
Westpac Banking Corp
Australia
$321K
OWD
335
Osborn Williams & Donohoe
Ohio
$317K +$11.7K +116 +4%
UCFA
336
United Capital Financial Advisors
Texas
$310K +$23.1K +229 +8%
II
337
IFM Investors
Australia
$309K +$42.8K +423 +16%
PWAG
338
Polaris Wealth Advisory Group
California
$303K +$202K +2,000 +200%
PHK
339
Point72 Hong Kong
Hong Kong
$285K +$243K +2,403 +574%
HR
340
Howe & Rusling
New York
$280K -$1.21K -12 -0.4%
Voloridge Investment Management
341
Voloridge Investment Management
Florida
$275K +$275K +2,720 New
BWM
342
BerganKDV Wealth Management
Minnesota
$272K +$29.3K +290 +12%
SC
343
SouthState Corp
Florida
$269K +$37.5K +372 +16%
Twin Tree Management
344
Twin Tree Management
Texas
$263K -$1.74M -17,267 -87%
QIM
345
Quantitative Investment Management
Virginia
$262K -$3.09M -30,700 -92%
EB
346
Eastern Bank
Massachusetts
$262K
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$259K -$31.2K -309 -11%
DCM
348
Dynamic Capital Management
Jersey
$252K +$252K +2,500 New
WC
349
Whitnell & Co
Illinois
$242K
Caisse de Depot et Placement du Quebec (CDPQ)
350
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$242K +$242K +2,400 New