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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 %
SAS
251
Spectrum Advisory Services
Georgia
$896K +$39.4K +400 +5%
LWM
252
Lyons Wealth Management
Florida
$896K +$896K +9,125 New
AAM
253
Azzad Asset Management
Virginia
$889K – – –
SMM
254
Stadion Money Management
Georgia
$871K – – –
AAM
255
Advisors Asset Management
Colorado
$867K -$356K -3,615 -29%
M&T Bank
256
M&T Bank
New York
$865K -$219K -2,225 -20%
PA
257
Profund Advisors
Maryland
$851K +$109K +1,102 +15%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$847K -$20M -203,175 -96%
Mitsubishi UFJ Asset Management
259
Mitsubishi UFJ Asset Management
Japan
$839K +$64.7K +657 +8%
PP
260
Prudential plc
United Kingdom
$837K – – –
PAG
261
Private Advisor Group
New Jersey
$831K +$116K +1,224 +16%
PP
262
Paloma Partners
Connecticut
$826K -$11.8M -119,982 -93%
BFEC
263
Benjamin F. Edwards & Company
Missouri
$824K +$195K +1,978 +31%
AL
264
Airain Ltd
Guernsey
$824K +$824K +8,365 New
SAM
265
Securian Asset Management
Minnesota
$802K +$14.9K +151 +2%
AB
266
Amalgamated Bank
New York
$801K +$60.3K +613 +8%
SBIA
267
Sheaff Brock Investment Advisors
Indiana
$794K -$18.5K -188 -2%
DL
268
Delta Lloyd
Netherlands
$777K – – –
FCH
269
Freestone Capital Holdings
Washington
$774K -$703K -7,144 -48%
OCAM
270
Onex Canada Asset Management
Ontario, Canada
$773K +$773K +7,850 New
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$769K +$80.7K +820 +12%
DBIA
272
Dumont & Blake Investment Advisors
New Jersey
$753K -$14.8K -150 -2%
GVT
273
Genesee Valley Trust
New York
$733K -$3.15K -32 -0.4%
CCA
274
Conestoga Capital Advisors
Pennsylvania
$726K -$25.6K -260 -3%
MI
275
Montage Investments
Kansas
$721K +$17.2K +175 +2%
9 10
11
12 13