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Polaris
PII

Overview Fund Activity

469 hedge funds and large institutions have $4.69B invested in Polaris in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
12.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
61
Increased
199
Reduced
132
Closed
56
Calls
$34.5M
Puts
$48.4M
Net Calls
-$13.9M
Net Calls Change
-$45M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$94M
2
American Century Companies
2
American Century Companies
Missouri
$69.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$55.2M
4
Victory Capital Management
4
Victory Capital Management
Texas
$62.4M
5
SAM
5
Southernsun Asset Management
Tennessee
$217M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$1.72M
2
NC
2
Nicholas Company
Wisconsin
$0
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$51.2M
4
MCM
4
Melvin Capital Management
New York
$0
5
Select Equity Group
5
Select Equity Group
New York
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
301
Barings
North Carolina
$511K – – –
IRF
302
IBM Retirement Fund
New York
$497K -$48.5K -594 -9%
Capstone Investment Advisors
303
Capstone Investment Advisors
New York
$491K +$491K +6,010 New
SAA
304
Southeast Asset Advisors
Georgia
$488K -$5.72K -70 -1%
SLI
305
Sumitomo Life Insurance
Japan
$485K -$9.97K -122 -2%
CAM
306
Capstone Asset Management
Texas
$483K -$4.09K -50 -0.8%
SCM
307
Shelton Capital Management
Colorado
$478K – – –
TIA
308
Trust Investment Advisors
Indiana
$474K +$12.3K +150 +3%
LIA
309
LS Investment Advisors
Michigan
$472K +$117K +1,437 +33%
SNBOSCI
310
Security National Bank of Sioux City Iowa
Iowa
$471K +$4.91K +60 +1%
IFAM
311
Institutional & Family Asset Management
Colorado
$459K +$138K +1,683 +43%
EC
312
Eachwin Capital
New York
$453K – – –
HR
313
Howe & Rusling
New York
$450K +$11.7K +143 +3%
CG
314
Caprock Group
Idaho
$444K +$444K +5,433 New
M&T Bank
315
M&T Bank
New York
$443K -$275K -3,369 -38%
SNBOSD
316
Security National Bank of So Dak
Iowa
$437K +$49.5K +605 +13%
Bessemer Group
317
Bessemer Group
New Jersey
$436K -$7.77K -95 -2%
CS
318
Comerica Securities
Michigan
$435K +$81.7K +1,000 +23%
NERM
319
New England Research & Management
Illinois
$433K -$24.5K -300 -5%
FB
320
Fulton Bank
Pennsylvania
$428K -$4.42K -54 -1%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$425K -$508K -6,217 -54%
AF
322
Affiance Financial
Minnesota
$422K +$736 +9 +0.2%
LIM
323
Loudon Investment Management
New Hampshire
$416K +$416K +5,089 New
Zurich Cantonal Bank
324
Zurich Cantonal Bank
Switzerland
$410K – – –
CPR
325
CSU Producer Resources
Ohio
$409K – – –
11 12
13
14 15