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Polaris
PII

Overview Fund Activity

492 hedge funds and large institutions have $7.84B invested in Polaris in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 199 increasing their positions, 179 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
13.12%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
59
Increased
199
Reduced
179
Closed
58
Calls
$44.2M
Puts
$97.2M
Net Calls
-$53M
Net Calls Change
+$15.1M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$88.2M
2
EPCM
Eton Park Capital Management
New York
+$76.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.7M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
+$50.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$46.1M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$57.8M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$40M
3
AL
AJO LP
Pennsylvania
-$38.5M
4
WCM
Wedge Capital Management
North Carolina
-$38.1M
5
MSA
Mason Street Advisors
Wisconsin
-$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
301
Riggs Asset Management
Pennsylvania
$847K – – –
MFAM
302
Motley Fool Asset Management
Virginia
$847K +$847K +6,000 New
AHS
303
Aspiriant Holdings S3
California
$830K – – –
SCM
304
Shelton Capital Management
Colorado
$826K -$56.9K -403 -6%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$817K +$60.7K +430 +8%
QT
306
Quantbot Technologies
New York
$812K -$192K -1,362 -19%
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$809K +$403K +2,853 +99%
SAM
308
Shell Asset Management
Netherlands
$806K -$216K -1,531 -21%
AAM
309
Azzad Asset Management
Virginia
$795K – – –
OA
310
OFI Advisors
Pennsylvania
$784K +$137K +970 +21%
BWM
311
Bernicke Wealth Management
Wisconsin
$775K +$775K +5,495 New
JG
312
Jefferies Group
New York
$772K +$772K +5,473 New
CAN
313
Cetera Advisor Networks
California
$764K -$13.8K -98 -2%
TAM
314
Tocqueville Asset Management
New York
$762K – – –
PAG
315
Private Advisor Group
New Jersey
$732K -$396K -2,809 -35%
WAM
316
World Asset Management
Michigan
$708K -$4.23K -30 -0.6%
ST
317
Spinnaker Trust
Maine
$690K – – –
MCM
318
MAI Capital Management
Ohio
$688K -$6.35K -45 -0.9%
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$684K +$14.1K +100 +2%
FAAS
320
First Allied Advisory Services
California
$680K +$680K +4,768 New
CWM
321
Calamos Wealth Management
Illinois
$678K -$31.8K -225 -4%
SB
322
Suntrust Banks
Georgia
$676K +$35.9K +255 +6%
FNBOH
323
First National Bank of Hutchinson
Kansas
$676K +$46.3K +328 +7%
FB
324
Fulton Bank
Pennsylvania
$674K +$13.3K +94 +2%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$670K +$218K +1,547 +48%
11 12
13
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