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Polaris
PII

Overview Fund Activity

487 hedge funds and large institutions have $6.6B invested in Polaris in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
-13
Holders Change %
-2.6%
% of All Funds
13.61%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
57
Increased
200
Reduced
162
Closed
67
Calls
$36.5M
Puts
$85.3M
Net Calls
-$48.8M
Net Calls Change
-$22.2M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$183M
2
CI
Cincinnati Insurance
Ohio
$50.3M
3
WRF
Waddell & Reed Financial
Kansas
$209M
4
CCM
Cornerstone Capital Management
Minnesota
$38.8M
5
Deutsche Bank
Deutsche Bank
Germany
$71.9M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
$4.37M
2
Citadel Advisors
Citadel Advisors
Florida
$90.2M
3
CGM
Capital Growth Management
Massachusetts
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$24.2M
5
Prudential Financial
Prudential Financial
New Jersey
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
301
Emerald Advisers
Pennsylvania
$822K -$1.72M -14,335 -68%
FMT
302
First Mercantile Trust
Tennessee
$807K -$48K -400 -6%
AWCI
303
Alpine Woods Capital Investors
New York
$803K -$515K -4,300 -39%
CAS
304
Cue Advisory Services
Arizona
$803K +$53.7K +448 +7%
KBC Group
305
KBC Group
Belgium
$790K – – –
OA
306
OFI Advisors
Pennsylvania
$783K +$84.3K +703 +12%
Nomura Asset Management
307
Nomura Asset Management
Japan
$773K – – –
AHS
308
Aspiriant Holdings S3
California
$765K +$60K +500 +9%
SLI
309
Sumitomo Life Insurance
Japan
$762K -$19.4K -162 -2%
B
310
Barings
North Carolina
$749K – – –
BFEC
311
Benjamin F. Edwards & Company
Missouri
$732K +$142K +1,186 +24%
BWM
312
Bernicke Wealth Management
Wisconsin
$728K -$18.8K -157 -3%
RAM
313
Riggs Asset Management
Pennsylvania
$719K – – –
SCM
314
Shelton Capital Management
Colorado
$701K – – –
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$693K -$25K -209 -3%
SNBOSD
316
Security National Bank of So Dak
Iowa
$693K +$693K +5,785 New
PA
317
Profund Advisors
Maryland
$690K -$316K -2,640 -31%
SAS
318
Spectrum Advisory Services
Georgia
$689K +$89.9K +750 +15%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$679K +$163K +1,090 +32%
CCA
320
Catalyst Capital Advisors
New York
$656K +$623K +5,200 +1,891%
SB
321
Suntrust Banks
Georgia
$624K -$3.71K -31 -0.6%
GVT
322
Genesee Valley Trust
New York
$606K +$371K +3,098 +158%
ST
323
Spinnaker Trust
Maine
$586K – – –
TIA
324
Trust Investment Advisors
Indiana
$586K +$19.8K +165 +3%
CAN
325
Cetera Advisor Networks
California
$578K -$74.1K -617 -11%
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