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Polaris
PII

Overview Fund Activity

431 hedge funds and large institutions have $7.42B invested in Polaris in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 147 increasing their positions, 173 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+39
Holders Change %
+9.95%
% of All Funds
12.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
64
Increased
147
Reduced
173
Closed
23
Calls
$77.1M
Puts
$132M
Net Calls
-$54.8M
Net Calls Change
-$67.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$209M
2
American Century Companies
American Century Companies
Missouri
$45.7M
3
AL
AJO LP
Pennsylvania
$37.4M
4
BM
Bridger Management
New York
$27.7M
5
BFA
BlackRock Fund Advisors
California
$260M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
$1.76M
2
WHG
Westwood Holdings Group
Texas
$64.6M
3
IIM
Ivory Investment Management
New York
$0
4
JHIU
Janus Henderson Investors US
Colorado
$103M
5
SSA
South Street Advisors
New York
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIA
301
Northstar Investment Advisors
Colorado
$606K -$109K -745 -15%
CIBC World Market
302
CIBC World Market
Ontario, Canada
$604K +$58.3K +400 +11%
FP
303
Foundry Partners
Minnesota
$604K +$604K +4,150 New
FIM
304
Freedom Investment Management
Connecticut
$598K +$264K +1,813 +79%
FNBOO
305
First National Bank of Omaha
Nebraska
$594K +$18.2K +125 +3%
FHB
306
First Hawaiian Bank
Hawaii
$583K – – –
BRCM
307
Bright Rock Capital Management
Massachusetts
$583K – – –
ZIM
308
Zacks Investment Management
Illinois
$562K -$92K -632 -14%
GI
309
GAMCO Investors
Connecticut
$553K -$422K -2,900 -43%
Zurich Cantonal Bank
310
Zurich Cantonal Bank
Switzerland
$533K +$22.3K +153 +4%
B
311
Barings
North Carolina
$526K -$159K -1,090 -23%
SSWM
312
Sheets Smith Wealth Management
North Carolina
$521K +$38.6K +265 +8%
PFM
313
Parsec Financial Management
North Carolina
$514K – – –
BUB
314
BBVA USA Bancshares
Texas
$513K +$142K +978 +38%
BG
315
Bahl & Gaynor
Ohio
$512K -$14.6K -100 -3%
TD Asset Management
316
TD Asset Management
Ontario, Canada
$510K +$29.1K +200 +6%
OA
317
OFI Advisors
Pennsylvania
$508K +$63K +433 +14%
FA
318
FDx Advisors
Illinois
$501K +$45.6K +316 +10%
BMCMI
319
Bryn Mawr Capital Management Inc
Pennsylvania
$488K -$186K -1,280 -28%
LRPA
320
L. Roy Papp & Associates
Arizona
$488K +$488K +3,348 New
BF
321
BOK Financial
Oklahoma
$487K -$1.89K -13 -0.4%
LTFS
322
Ladenburg Thalmann Financial Services
Florida
$487K +$54.1K +372 +13%
CA
323
Cetera Advisors
Colorado
$486K +$163K +1,115 +50%
AA
324
ALPS Advisors
Colorado
$486K +$236K +1,890 +95%
V
325
Veritable
Delaware
$460K +$3.06K +21 +0.7%
11 12
13
14 15