473 hedge funds and large institutions have $4.76B invested in Polaris in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+33
Holders Change %
+7.5%
% of All Funds
9.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
83
Increased
154
Reduced
154
Closed
40
Calls
$94.5M
Puts
$30.7M
Net Calls
+$63.8M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Shares
Change %
HH
326
Hilltop Holdings
Texas
$294K -$13.5K -133 -4%
SCM
327
Stevens Capital Management
Pennsylvania
$293K -$632K -6,212 -68%
VWM
328
Venturi Wealth Management
Texas
$290K -$4.07K -40 -1%
TFS
329
Thoroughbred Financial Services
Tennessee
$287K -$2.23K -22 -0.8%
VNA
330
Valley National Advisers
Pennsylvania
$286K -$25.3K -249 -8%
PWAG
331
Polaris Wealth Advisory Group
California
$283K
Allianz Asset Management
332
Allianz Asset Management
Germany
$279K -$12.5K -123 -4%
CCM
333
Cadence Capital Management
Massachusetts
$279K -$9.65K -95 -3%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$271K
S
335
Seeyond
France
$271K
FFG
336
Fortem Financial Group
California
$264K
EB
337
Eastern Bank
Massachusetts
$264K
FIB
338
First Interstate Bank
Montana
$264K
SWP
339
Stratos Wealth Partners
Ohio
$260K -$2.45K -24 -0.9%
TSWM
340
Triangle Securities Wealth Management
North Carolina
$260K
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$258K
DADC
342
D.A. Davidson & Co
Montana
$251K -$900K -8,852 -78%
SAM
343
Shell Asset Management
Netherlands
$251K -$117K -1,146 -32%
Neuberger Berman Group
344
Neuberger Berman Group
New York
$249K +$4.06K +40 +2%
TC
345
TownSquare Capital
Utah
$245K +$36.5K +358 +17%
RJT
346
Raymond James Trust
Florida
$244K -$66.1K -651 -21%
WC
347
Whitnell & Co
Illinois
$244K
BOH
348
Bank of Hawaii
Hawaii
$244K +$244K +2,400 New
CEP
349
Chicago Equity Partners
Illinois
$244K +$244K +2,400 New
NFG
350
Next Financial Group
Texas
$241K +$226K +2,221 +1,481%