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 %
BWM
401
BerganKDV Wealth Management
Minnesota
$48K
RIA
402
Realta Investment Advisors
Delaware
$47K -$6.28K -62 -12%
TCOV
403
Trust Company of Vermont
Vermont
$41K
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$39K
FHA
405
First Horizon Advisors
Tennessee
$39K
CTC
406
Central Trust Company
Missouri
$37K
THWM
407
Taylor Hoffman Wealth Management
Virginia
$35K -$25.7K -250 -42%
IA
408
IFP Advisors
Florida
$35K -$5K -50 -13%
CFGS
409
Concourse Financial Group Securities
Alabama
$35K +$8.55K +84 +32%
ClearBridge Investments
410
ClearBridge Investments
New York
$34K +$34K +332 New
FHA
411
Flagship Harbor Advisors
Massachusetts
$31K -$10.2K -100 -25%
WQ
412
Wealth Quarterback
New Jersey
$27.9K +$27.9K +274 New
LGWM
413
Litman Gregory Wealth Management
California
$27K
AA
414
AlphaMark Advisors
Kentucky
$25K
CWP
415
CFM Wealth Partners
Texas
$25K +$25K +268 New
WT
416
Whittier Trust
California
$24K +$13.8K +137 +136%
HI
417
Human Investing
Oregon
$21K
LWM
418
Liberty Wealth Management
California
$19K +$103 +1 +0.5%
CIA
419
CSat Investment Advisory
Michigan
$19K +$3.22K +32 +20%
PB
420
Pinnacle Bancorp
Nebraska
$18K
PA
421
Parallel Advisors
California
$16K +$4.99K +48 +45%
NIM
422
NuWave Investment Management
New Jersey
$16K +$12.8K +126 +394%
PCM
423
Peregrine Capital Management
Minnesota
$13K
HNB
424
Huntington National Bank
Ohio
$13K +$13K +127 New
LF
425
Lee Financial
Texas
$12K