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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
RRAM
26
River Road Asset Management
Kentucky
$40.3M +$34.6M +397,878 +324%
RJA
27
Raymond James & Associates
Florida
$38.4M +$21.5M +247,944 +100%
Bank of America
28
Bank of America
North Carolina
$37M +$22.4M +257,425 +117%
SIC
29
Schwartz Investment Counsel
Michigan
$33.3M -$1.55M -17,800 -4%
PI
30
PGGM Investments
Netherlands
$31.3M +$1.09M +12,563 +3%
BG
31
BlackRock Group
United Kingdom
$30.9M +$1.78M +20,502 +5%
Goldman Sachs
32
Goldman Sachs
New York
$30.2M -$4.97M -57,213 -13%
AC
33
Alleghany Corporation
New York
$28.7M +$16.9M +195,000 +111%
CFC
34
Cincinnati Financial Corp
Ohio
$27.9M
Deutsche Bank
35
Deutsche Bank
Germany
$27.7M -$21.5M -247,387 -41%
CWAM
36
Columbia Wanger Asset Management
Illinois
$27.1M -$24M -276,186 -44%
M2MC
37
Matthew 25 Management Corp
Pennsylvania
$26.7M -$1.43M -16,500 -5%
SRIM
38
Saratoga Research & Investment Management
California
$24.9M +$9.64K +111 +0%
KCM
39
Kornitzer Capital Management
Kansas
$23.8M +$7.83M +90,195 +42%
Franklin Resources
40
Franklin Resources
California
$23.3M -$46.1M -530,337 -64%
Legal & General Group
41
Legal & General Group
United Kingdom
$19.2M -$139K -1,595 -0.6%
Charles Schwab
42
Charles Schwab
California
$18.8M +$2.04M +23,471 +11%
Principal Financial Group
43
Principal Financial Group
Iowa
$18.4M +$495K +5,694 +2%
VanEck Associates
44
VanEck Associates
New York
$18M +$1.93M +22,263 +11%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$16.3M +$2.81M +32,374 +18%
UBS Group
46
UBS Group
Switzerland
$16.2M +$4.39M +50,507 +32%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$16.1M +$7.22M +83,170 +66%
Fisher Asset Management
48
Fisher Asset Management
Washington
$15.9M -$1.19M -13,722 -6%
Credit Agricole
49
Credit Agricole
France
$15.8M -$340K -3,919 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$15.7M +$17.6M +203,051 New