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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 %
TMAM
326
Tokio Marine Asset Management
Japan
$452K – – –
Macquarie Group
327
Macquarie Group
Australia
$451K +$131K +900 +41%
CTC
328
Central Trust Company
Missouri
$441K +$14.9K +102 +3%
MSR
329
Main Street Research
Connecticut
$438K – – –
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$438K +$68.5K +470 +19%
ACI
331
Advance Capital I
Michigan
$437K -$437K -3,000 -50%
USGIU
332
U.S. Global Investors (USGI)
Texas
$437K -$291K -2,000 -40%
IGIM
333
I.G. Investment Management
Manitoba, Canada
$437K -$102K -700 -19%
UGIF
334
US Global Investors Funds
Maine
$437K +$437K +3,000 New
AI
335
Atria Investments
North Carolina
$427K -$10.3K -71 -2%
T
336
TradeWorx
New Jersey
$426K +$426K +2,925 New
IAM
337
Impala Asset Management
Florida
$424K +$424K +2,908 New
RCAG
338
Rehmann Capital Advisory Group
Michigan
$414K +$57.7K +396 +16%
BFEC
339
Benjamin F. Edwards & Company
Missouri
$408K -$93.7K -644 -19%
EB
340
Eastern Bank
Massachusetts
$379K – – –
HNB
341
Huntington National Bank
Ohio
$367K -$70.1K -481 -16%
WC
342
Whitnell & Co
Illinois
$350K – – –
RJT
343
Raymond James Trust
Florida
$328K +$90.7K +622 +38%
JG
344
Jefferies Group
New York
$327K +$327K +2,246 New
DILH
345
Dai-ichi Life Holdings
Japan
$319K – – –
Creative Planning
346
Creative Planning
Kansas
$314K +$142K +971 +82%
PAI
347
Pittenger & Anderson Inc
Nebraska
$308K +$308K +2,115 New
HIM
348
Hillsdale Investment Management
Ontario, Canada
$306K +$306K +2,100 New
1IC
349
1919 Investment Counsel
Maryland
$292K – – –
IA
350
Icon Advisers
Colorado
$291K -$116K -800 -29%
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14
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