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

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$85M
2
Citadel Advisors
2
Citadel Advisors
Florida
$308K
3
MSA
3
Mason Street Advisors
Wisconsin
$4.3M
4
JHIU
4
Janus Henderson Investors US
Colorado
$149M
5
GCM
5
Geneva Capital Management
Wisconsin
$87.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$436K -$112K -864 -20%
BF
302
BOK Financial
Oklahoma
$434K +$434K +3,357 New
GF
303
Gerstein Fisher
New York
$430K -$14.1K -109 -3%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$428K +$428K +3,311 New
TD Asset Management
305
TD Asset Management
Ontario, Canada
$426K +$38.7K +300 +10%
CBOA
306
Commonwealth Bank of Australia
Australia
$413K – – –
FA
307
FDx Advisors
Illinois
$408K -$27.5K -213 -6%
V
308
Veritable
Delaware
$405K +$34.6K +268 +9%
TMAM
309
Tokio Marine Asset Management
Japan
$401K – – –
FDS
310
First Dallas Securities
Texas
$400K +$400K +3,100 New
OA
311
OFI Advisors
Pennsylvania
$395K -$84.1K -651 -18%
MSR
312
Main Street Research
Connecticut
$389K – – –
AI
313
Atria Investments
North Carolina
$388K +$21.3K +165 +6%
MCM
314
Moore Capital Management
New York
$388K +$388K +3,000 New
HNB
315
Huntington National Bank
Ohio
$387K +$43.2K +335 +13%
LTFS
316
Ladenburg Thalmann Financial Services
Florida
$384K +$9.68K +75 +3%
CTC
317
Central Trust Company
Missouri
$378K +$166K +1,287 +78%
IA
318
Icon Advisers
Colorado
$362K -$685K -5,300 -65%
EB
319
Eastern Bank
Massachusetts
$336K – – –
WTNA
320
Wilmington Trust National Association
Delaware
$333K -$9.82K -76 -3%
Walleye Trading
321
Walleye Trading
New York
$333K +$61.7K +477 +23%
BUB
322
BBVA USA Bancshares
Texas
$329K +$329K +2,545 New
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$328K +$10.6K +82 +3%
HR
324
Howe & Rusling
New York
$320K -$392K -3,059 -55%
RCAG
325
Rehmann Capital Advisory Group
Michigan
$316K +$9.56K +74 +3%
11 12
13
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