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Polaris
PII

Overview Fund Activity

443 hedge funds and large institutions have $4.6B invested in Polaris in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 135 increasing their positions, 180 reducing their positions, and 55 closing their positions.

Holders
443
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
11.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
60
Increased
135
Reduced
180
Closed
55
Calls
$24.5M
Puts
$61.7M
Net Calls
-$37.2M
Net Calls Change
+$102M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$391M
2
State Street
2
State Street
Massachusetts
$359M
3
KP
3
Kiltearn Partners
United Kingdom
$31.5M
4
BFA
4
BlackRock Fund Advisors
California
$194M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$422M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$21.3M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.43M
4
CI
4
Cincinnati Insurance
Ohio
$10.3M
5
APG Asset Management
5
APG Asset Management
Netherlands
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
326
Central Trust Company
Missouri
$310K 3,768 -137 -4%
PAM
327
Paradigm Asset Management
New York
$305K 3,700 -100 -3%
SWP
328
Stratos Wealth Partners
Ohio
$295K 3,581 -1,679 -32%
Jane Street
329
Jane Street
New York
$294K 3,569 -19,208 -84%
WBC
330
Westpac Banking Corp
Australia
$291K 3,322 – –
EWM
331
Evercore Wealth Management
New York
$289K 3,500 -1,094 -24%
Macquarie Group
332
Macquarie Group
Australia
$288K 3,500 +2,100 +150%
JFA
333
JNBA Financial Advisors
Minnesota
$278K 3,375 +3,162 +1,485%
FIB
334
First Interstate Bank
Montana
$277K 3,366 +3,326 +8,315%
WB
335
WesBanco Bank
West Virginia
$270K 3,280 -1,220 -27%
WS
336
Wedbush Securities
California
$270K 3,282 -103 -3%
DP
337
Dearborn Partners
Illinois
$268K 3,251 -120,345 -97%
Brown Advisory
338
Brown Advisory
Maryland
$260K 3,156 -231 -7%
NPC
339
National Planning Corporation
California
$256K 3,036 -103 -3%
RB
340
Rodgers Brothers
Pennsylvania
$255K 3,100 -200 -6%
AAF
341
Andra AP-fonden
Sweden
$247K 3,000 -6,000 -67%
OC
342
Oppenheimer & Co
New York
$247K 2,997 -3,530 -54%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$247K 2,995 -2,182 -42%
PWAG
344
Polaris Wealth Advisory Group
California
$247K 3,000 – –
GLA
345
Great Lakes Advisors
Illinois
$247K 3,002 +2 +0.1%
DAS
346
Dynamic Advisor Solutions
Arizona
$240K 2,911 -200 -6%
BF
347
BOK Financial
Oklahoma
$228K 2,773 -32 -1%
NPT
348
Nixon Peabody Trust
Massachusetts
$223K 2,700 – –
Franklin Resources
349
Franklin Resources
California
$222K 2,697 -298,794 -99%
Skandinaviska Enskilda Banken (SEB)
350
Skandinaviska Enskilda Banken (SEB)
Sweden
$222K 2,700 -300 -10%
12 13
14
15 16