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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
WMSA
501
Weiss Multi-Strategy Advisers
New York
-$5.05M -48,276 Closed
Rafferty Asset Management
502
Rafferty Asset Management
New York
-$3.45M -32,976 Closed
D.E. Shaw & Co
503
D.E. Shaw & Co
New York
-$3.04M -25,632 Closed
SLAM
504
Swiss Life Asset Management
-$1.77M -16,947 Closed
Mirae Asset Global Investments
505
Mirae Asset Global Investments
South Korea
-$1.76M -16,787 Closed
PI
506
PGGM Investments
Netherlands
-$1.64M -15,623 Closed
TA
507
Tiedemann Advisors
New York
-$929K -11,932 Closed
VF
508
Virtu Financial
New York
-$995K -9,512 Closed
HFS
509
HL Financial Services
Kentucky
-$720K -6,878 Closed
LCM
510
Laurion Capital Management
New York
-$638K -6,100 Closed
IFAM
511
Institutional & Family Asset Management
Colorado
-$594K -5,681 Closed
CIM
512
Cambria Investment Management
California
-$587K -5,612 Closed
PWPCM
513
Perella Weinberg Partners Capital Management
New York
-$573 -5,481 Closed
ACP
514
Aviance Capital Partners
Florida
-$516K -4,929 Closed
TIA
515
Trust Investment Advisors
Indiana
-$493K -4,715 Closed
JIM
516
Jensen Investment Management
Oregon
-$384K -3,670 Closed
MA
517
Montag & Associates
Georgia
-$368K -3,514 Closed
CAN
518
Cetera Advisor Networks
California
-$336K -3,218 Closed
MWNA
519
Marshall Wace North America
New York
-$310K -2,952 Closed
AIM
520
Achmea Investment Management
Netherlands
-$280K -2,680 Closed
AL
521
Aspiriant LLC
California
-$265K -2,529 Closed
SM
522
Sciencast Management
New Jersey
-$265K -2,266 Closed
SFM
523
Signet Financial Management
New Jersey
-$212K -2,029 Closed
MFW
524
Mosaic Family Wealth
Missouri
-$185K -1,765 Closed
NIMI
525
Natixis Investment Managers International
France
-$118K -1,129 Closed