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Polaris
PII

Overview Fund Activity

468 hedge funds and large institutions have $5.28B invested in Polaris in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 160 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
12.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
66
Increased
177
Reduced
160
Closed
75
Calls
$102M
Puts
$71.2M
Net Calls
+$31.2M
Net Calls Change
+$183M

Top Buyers

1
State Street
State Street
Massachusetts
+$153M
2
CWAM
Columbia Wanger Asset Management
Illinois
+$63M
3
SAM
Southernsun Asset Management
Tennessee
+$47.6M
4
MCM
Melvin Capital Management
New York
+$41.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.6M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$169M
2
GAM
Gotham Asset Management
New York
-$61.7M
3
VanEck Associates
VanEck Associates
New York
-$36.6M
4
TCM
TimesSquare Capital Management
New York
-$35.8M
5
UBS AM
UBS AM
Illinois
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
226
Duncker Streett & Co
Missouri
$1.14M -$199K -2,025 -15%
SMDAM
227
Sumitomo Mitsui DS Asset Management
Japan
$1.12M -$38.6K -392 -3%
HighTower Advisors
228
HighTower Advisors
Illinois
$1.1M -$460K -4,676 -29%
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$1.1M +$635K +6,450 +138%
CG
230
Clinton Group
New York
$1.08M +$1.08M +10,990 New
CP
231
Camelot Portfolios
Ohio
$1.08M +$23.8K +242 +2%
COPPSERS
232
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.06M -$677K -6,879 -39%
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$1.03M -$9.65K -98 -0.9%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$1.01M -$89.7K -911 -8%
HPCM
235
High Pointe Capital Management
Illinois
$1.01M +$984 +10 +0.1%
RCM
236
Riverhead Capital Management
Delaware
$1.01M -$137K -1,392 -12%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$1M -$157K -1,591 -14%
EVM
238
Eaton Vance Management
Massachusetts
$995K – – –
Creative Planning
239
Creative Planning
Kansas
$988K -$77K -782 -7%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$968K +$178K +1,811 +23%
SAM
241
Shell Asset Management
Netherlands
$968K +$275K +2,792 +40%
HH
242
Hilltop Holdings
Texas
$961K +$60.5K +614 +7%
ZIG
243
Zurich Insurance Group
Switzerland
$945K +$945K +9,600 New
TSWM
244
Triangle Securities Wealth Management
North Carolina
$942K – – –
DJSG
245
D.J. St. Germain
Massachusetts
$929K +$929K +9,435 New
HCM
246
Herndon Capital Management
Georgia
$925K -$226K -2,298 -20%
MAM
247
Mastrapasqua Asset Management
Tennessee
$907K -$334K -3,389 -27%
AIP
248
Ameritas Investment Partners
Nebraska
$903K – – –
OFS
249
Orrstown Financial Services
Pennsylvania
$901K +$354K +3,592 +65%
ST
250
Somerset Trust
Pennsylvania
$898K +$17.6K +179 +2%
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