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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
CAPTRUST Financial Advisors
476
CAPTRUST Financial Advisors
North Carolina
$4K +$3.68K +31 New
CG
477
Cutler Group
California
$4K +$4.15K +35 New
SBL
478
Sargent Bickham Lagudis
Colorado
$3K
EARNEST Partners
479
EARNEST Partners
Georgia
$3K +$3.32K +28 New
CFA
480
Carroll Financial Associates
North Carolina
$2K
CPA
481
Clear Perspective Advisors
Illinois
$2K
MA
482
MCF Advisors
Kentucky
$2K
TWA
483
TCI Wealth Advisors
Arizona
$2K
TC
484
Trust Company
Kansas
$2K
BGIM
485
Brandywine Global Investment Management
Pennsylvania
$2K +$1.42K +12 New
BTIS
486
BB&T Investment Services
North Carolina
$2K +$2.02K +17 New
SIM
487
Sonora Investment Management
Arizona
$1.98K +$1.9K +16 New
AAP
488
Arax Advisory Partners
Colorado
$1K
CAW
489
Cornerstone Advisors (Washington)
Washington
$1K
HNB
490
Huntington National Bank
Ohio
$1K
MWM
491
MinichMacGregor Wealth Management
New York
$1K
WA
492
WealthTrust-Arizona
Arizona
$1K
IWM
493
IHT Wealth Management
Illinois
$1K +$1.3K +11 New
PCG
494
Private Capital Group
Connecticut
$20 +$19.6K +165 New
Kayne Anderson Rudnick Investment Management
495
Kayne Anderson Rudnick Investment Management
California
-$49.8M -475,574 Closed
Alyeska Investment Group
496
Alyeska Investment Group
Illinois
-$34.9M -333,310 Closed
DJSG
497
D.J. St. Germain
Massachusetts
-$15.9M -152,330 Closed
AC
498
Armistice Capital
New York
-$10.5M -100,000 Closed
NFA
499
Nationwide Fund Advisors
Ohio
-$10.3M -98,109 Closed
BA
500
Broadview Advisors
Wisconsin
-$8.17M -78,075 Closed