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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
GAM
426
Gemmer Asset Management
California
$6K -$2.35K -27 -26%
EFSCE
427
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
ZB
428
Zions Bancorporation
Utah
$6K
IUHSA
429
Itau Unibanco Holding S.A.
Brazil
$5K +$6.08K +70 New
QI
430
QS Investors
New York
$4K
SIG
431
Stanford Investment Group
California
$4K
FIB
432
First Interstate Bank
Montana
$3K
JFGIW
433
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
MA
434
MUFG Americas
New York
$3K
PFSC
435
Peoples Financial Services Corp
Pennsylvania
$3K
TWMP
436
Taylor Wealth Management Partners
Massachusetts
$3K
VOYA Investment Management
437
VOYA Investment Management
Georgia
$2.08K +$64.5K +743 +3%
TIM
438
Tortoise Investment Management
New York
$2K -$2.69K -31 -50%
NC
439
NewSquare Capital
Pennsylvania
$2K
WTB
440
Washington Trust Bank
Washington
$1K -$1.56K -18 -69%
QCG
441
Quadrant Capital Group
Ohio
$1K -$521 -6 -30%
MA
442
MCF Advisors
Kentucky
$1K
PCP
443
Proficio Capital Partners
Massachusetts
$1K
VCM
444
Versant Capital Management
Arizona
$1K
MWM
445
MinichMacGregor Wealth Management
New York
$1K +$261 +3 +20%
SBL
446
Sargent Bickham Lagudis
Colorado
$2
Select Equity Group
447
Select Equity Group
New York
-$65.5M -801,126 Closed
ClearBridge Investments
448
ClearBridge Investments
New York
-$33.6M -410,812 Closed
RIM
449
Rainier Investment Management
Washington
-$17.9M -219,040 Closed
RBCM
450
Raub Brock Capital Management
California
-$11.1M -135,358 Closed