389 hedge funds and large institutions have $2.21B invested in Polaris in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 126 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-84
Holders Change %
-17.76%
% of All Funds
8.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
147
Reduced
126
Closed
127
Calls
$11.5M
Puts
$9.76M
Net Calls
+$1.75M
Net Calls Change
-$62.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
351
Liberty Wealth Management
California
$5K -$3.49K -76 -41%
CB
352
Community Bank
New York
$5K
GAM
353
Gemmer Asset Management
California
$5K +$1.77K +34 +55%
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$3.08K +56 +160%
TPCW
355
TD Private Client Wealth
New York
$4.82K
FRA
356
Front Row Advisors
California
$4K -$222 -3 -5%
ZB
357
Zions Bancorporation
Utah
$4K
IRC
358
Investors Research Corp
Georgia
$4K
SIAS
359
Shine Investment Advisory Services
Colorado
$4K
CLOS
360
Compagnie Lombard Odier SCmA
Switzerland
$4K
ME
361
McIlrath & Eck
Washington
$4K +$4K +80 New
JWA
362
JFS Wealth Advisors
Pennsylvania
$3K
SL
363
Savior LLC
Massachusetts
$3K
GT
364
Glenmede Trust
Pennsylvania
$3K
CAGAS
365
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +57 New
PFBT
366
Parkside Financial Bank & Trust
Missouri
$2K -$440 -11 -18%
SCA
367
Stonebridge Capital Advisors
Minnesota
$2K
MA
368
MUFG Americas
New York
$2K
RWA
369
Ropes Wealth Advisors
Massachusetts
$2K +$2K +40 New
LWA
370
Lenox Wealth Advisors
New York
$2K +$2K +40 New
EWM
371
Elmwood Wealth Management
California
$1.72K +$1.72K +15 New
OAM
372
Optimal Asset Management
California
$1.39K +$528 +10,963 +61%
BGIM
373
Brandywine Global Investment Management
Pennsylvania
$1K -$5.42M -54,194 -100%
OPS
374
Orion Portfolio Solutions
Nebraska
$1K -$1.1K -23 -52%
CI
375
CX Institutional
Indiana
$1K