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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
CS
76
Credit Suisse
Switzerland
$10.4M +$864K +7,280 +9%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$10M -$1.04M -8,751 -10%
AII
78
AGF Investments Inc
Ontario, Canada
$9.95M +$502K +4,229 +6%
HCM
79
Horan Capital Management
Maryland
$9.91M -$1.54M -12,974 -14%
CSUI
80
Cincinnati Specialty Underwriters Insurance
Ohio
$9.73M
Fisher Asset Management
81
Fisher Asset Management
Washington
$9.72M -$10.3M -87,035 -53%
CISOA
82
Capital Investment Services of America
Wisconsin
$9.54M -$448K -3,775 -5%
Truist Financial
83
Truist Financial
North Carolina
$9.33M -$971K -8,179 -10%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$9.32M +$16.6K +140 +0.2%
QC
85
Quadrature Capital
United Kingdom
$9M +$8.62M +72,651 New
Canada Life
86
Canada Life
Manitoba, Canada
$8.59M +$960K +8,088 +13%
JA
87
JLB & Associates
Michigan
$8.47M +$235K +1,977 +3%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$8.03M -$572K -4,822 -7%
CAM
89
Claret Asset Management
Quebec, Canada
$7.99M +$7.64M +64,400 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$7.91M +$806K +6,794 +12%
BTW
91
Boston Trust Walden
Massachusetts
$7.84M +$35.6K +300 +0.5%
WCF
92
West Coast Financial
California
$7.84M -$80.8K -681 -1%
SIC
93
Schwartz Investment Counsel
Michigan
$7.44M -$5.93M -50,000 -45%
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$7.37M +$6.41M +54,000 +1,000%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$7.17M -$177K -1,492 -3%
OAM
96
Oppenheimer Asset Management
New York
$7.15M
RJFSA
97
Raymond James Financial Services Advisors
Florida
$7.1M +$1.14M +9,603 +20%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$6.88M +$6.58M +55,490 New
First Trust Advisors
99
First Trust Advisors
Illinois
$6.74M +$4.43M +37,296 +219%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$6.61M +$6.32M +53,286 New