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495 hedge funds and large institutions have $6.67B invested in Polaris in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 128 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 40

17% more funds holding

Funds holding: 423495 (+72)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $6.02B → $6.67B (+$652M)

5.89% less ownership

Funds ownership: 91.94%86.05% (-5.9%)

23% less call options, than puts

Call options by funds: $77M | Put options by funds: $100M

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 174

Holders
495
Holders Change
+72
Holders Change %
+17.02%
% of All Funds
11.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
115
Increased
128
Reduced
174
Closed
40
Calls
$77M
Puts
$100M
Net Calls
-$23.3M
Net Calls Change
+$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
451
Valeo Financial Advisors
Indiana
$12K +$11.9K +100 New
PA
452
Parallel Advisors
California
$11K
PFBT
453
Parkside Financial Bank & Trust
Missouri
$11K +$2.14K +18 +27%
MPPLM
454
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K +$10.2K +86 New
WIM
455
Westside Investment Management
California
$10.5K
LF
456
Lee Financial
Texas
$10K
ZB
457
Zions Bancorporation
Utah
$10K
SIAS
458
Shine Investment Advisory Services
Colorado
$9K
DVM
459
Dreman Value Management
Florida
$8K
Canada Pension Plan Investment Board
460
Canada Pension Plan Investment Board
Ontario, Canada
$7K
CHC
461
City Holding Co
West Virginia
$7K
QCG
462
Quadrant Capital Group
Ohio
$7K
CMBA
463
C.M. Bidwell & Associates
Hawaii
$6K
MA
464
MUFG Americas
New York
$6K
WCAMG
465
Woodard & Company Asset Management Group
North Carolina
$6K +$5.34K +45 New
PFSC
466
Peoples Financial Services Corp
Pennsylvania
$5K
TWMP
467
Taylor Wealth Management Partners
Massachusetts
$5K
BBHC
468
Brown Brothers Harriman & Co
New York
$5K +$4.75K +40 New
SIS
469
Sound Income Strategies
Florida
$5K +$4.75K +40 New
LNB
470
Ledyard National Bank
$5K +$4.87K +41 New
SWMG
471
Signature Wealth Management Group
Georgia
$5K +$4.87K +41 New
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.1K +43 New
JFGIW
473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
ST
474
Smithfield Trust
Pennsylvania
$4K +$3.44K +29 New
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$4K +$3.56K +30 New