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Polaris

447 hedge funds and large institutions have $4.67B invested in Polaris in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 156 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 156

5.82% more ownership

Funds ownership: 88.74%94.57% (+5.8%)

0% less capital invested

Capital invested by funds: $4.69B → $4.67B (-$12.6M)

5% less funds holding

Funds holding: 470447 (-23)

33% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 55

75% less call options, than puts

Call options by funds: $46.5M | Put options by funds: $186M

Holders
447
Holders Change
-23
Holders Change %
-4.89%
% of All Funds
11.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
37
Increased
177
Reduced
156
Closed
55
Calls
$46.5M
Puts
$186M
Net Calls
-$139M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
351
Tredje AP-fonden
Sweden
$243K +$105K +1,210 +63%
DAS
352
Dynamic Advisor Solutions
Arizona
$241K -$40.2K -463 -13%
PWAG
353
Polaris Wealth Advisory Group
California
$232K
Skandinaviska Enskilda Banken (SEB)
354
Skandinaviska Enskilda Banken (SEB)
Sweden
$232K
GLA
355
Great Lakes Advisors
Illinois
$232K +$1.56K +18 +0.6%
BF
356
BOK Financial
Oklahoma
$217K +$244K +2,805 New
NPT
357
Nixon Peabody Trust
Massachusetts
$209K
VKH
358
Virtu KCG Holdings
New York
$207K -$314K -3,611 -57%
FL
359
Fort LP
Maryland
$206K +$8.16K +94 +4%
CF
360
CenterStar Fund
Illinois
$204K
EB
361
Eastern Bank
Massachusetts
$201K
PL
362
Parkwood LLC
Ohio
$201K +$226K +2,600 New
CONA
363
Capital One National Association
New York
$200K -$25.4K -293 -10%
WC
364
Whitnell & Co
Illinois
$186K
WAM
365
Wealthspire Advisors (Maryland)
Maryland
$181K -$2.17K -25 -1%
ASN
366
Advisory Services Network
Georgia
$166K -$2.95K -34 -2%
RIM
367
Ranger Investment Management
Texas
$164K -$7.04K -81 -4%
PRS
368
Pinkerton Retirement Specialists
Idaho
$164K +$39.5K +455 +27%
MFS
369
MSI Financial Services
Massachusetts
$139K -$4.6K -53 -3%
Nordea Investment Management
370
Nordea Investment Management
Sweden
$132K -$2.41M -27,745 -94%
ICOM
371
Investment Counselors of Maryland
Maryland
$123K +$7.82K +90 +6%
MSV
372
MN Services Vermogensbeheer
Netherlands
$121K
MFW
373
Mosaic Family Wealth
Missouri
$118K +$14.1K +162 +12%
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$116K
OMCS
375
Old Mutual Customised Solutions
South Africa
$116K