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Polaris
PII

Overview Fund Activity

392 hedge funds and large institutions have $6.72B invested in Polaris in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 124 increasing their positions, 160 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+24
Holders Change %
+6.52%
% of All Funds
12.71%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.39%
New
63
Increased
124
Reduced
160
Closed
33
Calls
$129M
Puts
$116M
Net Calls
+$12.9M
Net Calls Change
+$11.5M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$79M
2
WCM
Wedge Capital Management
North Carolina
$51.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
$50.7M
4
IIM
Ivory Investment Management
New York
$69M
5
NFA
Nationwide Fund Advisors
Ohio
$53.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$85M
2
Citadel Advisors
Citadel Advisors
Florida
$308K
3
MSA
Mason Street Advisors
Wisconsin
$4.3M
4
JHIU
Janus Henderson Investors US
Colorado
$149M
5
GCM
Geneva Capital Management
Wisconsin
$87.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$646K +$51.7K +400 +9%
NIA
277
Northstar Investment Advisors
Colorado
$633K -$5.81K -45 -0.9%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$624K – – –
OC
279
Oppenheimer & Co
New York
$616K -$43.9K -340 -7%
B
280
Barings
North Carolina
$607K +$194K +1,500 +47%
CWM
281
Calamos Wealth Management
Illinois
$606K -$156K -1,205 -20%
WMSA
282
Weiss Multi-Strategy Advisers
New York
$599K -$14.9M -115,681 -96%
BMCMI
283
Bryn Mawr Capital Management Inc
Pennsylvania
$598K +$188K +1,460 +46%
AHS
284
Aspiriant Holdings S3
California
$588K – – –
ZIM
285
Zacks Investment Management
Illinois
$581K -$269K -2,078 -32%
FMBTD
286
First Midwest Bank Trust Division
Illinois
$571K -$6.46K -50 -1%
MPI
287
Mairs & Power Inc
Minnesota
$548K -$14.3K -111 -3%
FHB
288
First Hawaiian Bank
Hawaii
$517K – – –
BRCM
289
Bright Rock Capital Management
Massachusetts
$517K – – –
WIS
290
Wright Investors Service
Connecticut
$514K +$190K +1,470 +59%
FNBOO
291
First National Bank of Omaha
Nebraska
$510K -$22.6K -175 -4%
PP
292
Paloma Partners
Connecticut
$491K +$491K +3,800 New
CIBC World Market
293
CIBC World Market
Ontario, Canada
$484K +$484K +3,747 New
Natixis Advisors
294
Natixis Advisors
Massachusetts
$480K +$189K +1,463 +65%
IGIM
295
I.G. Investment Management
Manitoba, Canada
$478K +$12.9K +100 +3%
BG
296
Bahl & Gaynor
Ohio
$467K – – –
PFM
297
Parsec Financial Management
North Carolina
$456K -$59.6K -461 -12%
Zurich Cantonal Bank
298
Zurich Cantonal Bank
Switzerland
$453K – – –
Nomura Holdings
299
Nomura Holdings
Japan
$448K -$1.94M -15,037 -81%
BFEC
300
Benjamin F. Edwards & Company
Missouri
$445K -$15.7K -122 -3%
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