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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
NIPH
401
NN Investment Partners Holdings
Netherlands
$31K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$31K +$8.86K +102 +34%
GT
403
Glenmede Trust
Pennsylvania
$28K +$1.82K +21 +6%
GWM
404
Geneos Wealth Management
Colorado
$26K
HCM
405
Herndon Capital Management
Georgia
$24K -$191K -2,199 -88%
WCBA
406
Weaver C. Barksdale & Associates
Tennessee
$24K +$5.47K +63 +25%
FHA
407
First Horizon Advisors
Tennessee
$20K -$35.9K -413 -61%
JSAM
408
J. Safra Asset Management
New York
$20K
TF
409
Tompkins Financial
New York
$19K
Bessemer Group
410
Bessemer Group
New Jersey
$18K -$442K -5,094 -96%
DBT
411
Dubuque Bank & Trust
Iowa
$17K
HCC
412
Hirtle Callaghan & Co
Pennsylvania
$17K
JFA
413
JNBA Financial Advisors
Minnesota
$16K -$259K -2,987 -93%
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$16K
S
415
SignatureFD
Georgia
$16K +$8.77K +101 +90%
HNB
416
Huntington National Bank
Ohio
$16K +$17.2K +198 +1,650%
SAMC
417
Shinko Asset Management Company
Japan
$15K
IWMPD
418
Integrated Wealth Management (Palm Desert)
California
$13K
TCIM
419
TIAA CREF Investment Management
New York
$12.9K +$1.64M +18,924 +13%
AssetMark Inc
420
AssetMark Inc
California
$12K -$191K -2,200 -94%
BBHC
421
Brown Brothers Harriman & Co
New York
$12K
AA
422
AlphaMark Advisors
Kentucky
$11K
WEC
423
Winslow Evans & Crocker
Massachusetts
$8.13K -$20K -230 -68%
CB
424
Community Bank
New York
$8K
MS
425
Marshall & Sullivan
Washington
$8K