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Polaris
PII

Overview Fund Activity

440 hedge funds and large institutions have $4.94B invested in Polaris in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.17%
New
61
Increased
155
Reduced
150
Closed
54
Calls
$35.6M
Puts
$52.8M
Net Calls
-$17.2M
Net Calls Change
+$20M

Top Buyers

1
BlackRock
BlackRock
New York
+$437M
2
KP
Kiltearn Partners
United Kingdom
+$114M
3
CFC
Cincinnati Financial Corp
Ohio
+$63.3M
4
JHIU
Janus Henderson Investors US
Colorado
+$52.6M
5
CIM
Confluence Investment Management
Missouri
+$50M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.9M
2
AC
Alleghany Corporation
New York
-$30.9M
3
Credit Agricole
Credit Agricole
France
-$13.1M
4
SAM
Southernsun Asset Management
Tennessee
-$12.3M
5
State Street
State Street
Massachusetts
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
326
Boothbay Fund Management
New York
$276K +$276K +3,293 New
QC
327
QCM Cayman
Texas
$265K +$265K +3,158 New
MA
328
Montag & Associates
Georgia
$264K +$264K +3,155 New
Group One Trading
329
Group One Trading
Illinois
$259K +$259K +3,085 New
NPC
330
National Planning Corporation
California
$252K +$3.28K +40 +1%
GLA
331
Great Lakes Advisors
Illinois
$251K -$419 -5 -0.2%
PWAG
332
Polaris Wealth Advisory Group
California
$251K – – –
DAS
333
Dynamic Advisor Solutions
Arizona
$249K +$4.62K +55 +2%
WB
334
WesBanco Bank
West Virginia
$246K -$29.4K -350 -11%
B
335
BancorpSouth
Mississippi
$244K +$244K +2,910 New
WS
336
Wedbush Securities
California
$242K -$32.4K -388 -12%
BF
337
BOK Financial
Oklahoma
$242K +$10K +120 +4%
ST
338
Spot Trading
Illinois
$239K +$239K +2,855 New
TAM
339
Tyers Asset Management
Texas
$237K -$3.01M -35,896 -93%
OMCS
340
Old Mutual Customised Solutions
South Africa
$235K +$67.1K +800 +40%
ASN
341
Advisory Services Network
Georgia
$231K +$231K +2,759 New
NPT
342
Nixon Peabody Trust
Massachusetts
$227K – – –
Skandinaviska Enskilda Banken (SEB)
343
Skandinaviska Enskilda Banken (SEB)
Sweden
$226K – – –
AIM
344
Achmea Investment Management
Netherlands
$225K +$225K +2,680 New
FA
345
FDx Advisors
Illinois
$222K +$222K +2,645 New
N
346
Natixis
France
$221K +$221K +2,642 New
EB
347
Eastern Bank
Massachusetts
$218K – – –
CONA
348
Capital One National Association
New York
$217K – – –
CB
349
Commerce Bank
Missouri
$216K +$216K +2,581 New
Brown Advisory
350
Brown Advisory
Maryland
$214K -$50.2K -600 -19%
12 13
14
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