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Polaris
PII

Overview Fund Activity

495 hedge funds and large institutions have $6.67B invested in Polaris in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 128 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+73
Holders Change %
+17.3%
% of All Funds
11.24%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
115
Increased
128
Reduced
174
Closed
39
Calls
$77M
Puts
$100M
Net Calls
-$23.3M
Net Calls Change
+$8.76M

Top Buyers

1
TCIM
TIAA CREF Investment Management
New York
+$38.3M
2
Millennium Management
Millennium Management
New York
+$35M
3
CCMH
Cornerstone Capital Management Holdings
New York
+$26M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$25.1M
5
Prudential Financial
Prudential Financial
New Jersey
+$24.2M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$179M
2
KP
Kiltearn Partners
United Kingdom
-$134M
3
State Street
State Street
Massachusetts
-$83.1M
4
SAM
Southernsun Asset Management
Tennessee
-$51.2M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
326
Mairs & Power Inc
Minnesota
$497K – – –
PWAG
327
Polaris Wealth Advisory Group
California
$496K +$124K +1,000 +33%
OMCS
328
Old Mutual Customised Solutions
South Africa
$496K +$149K +1,200 +43%
GI
329
GS Investments
Minnesota
$493K -$50.8K -410 -9%
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$485K +$15.6K +126 +3%
AF
331
Affiance Financial
Minnesota
$477K -$167K -1,345 -26%
SWP
332
Stratos Wealth Partners
Ohio
$473K -$10.5K -85 -2%
VNA
333
Valley National Advisers
Pennsylvania
$472K +$2.85K +23 +0.6%
CSIC
334
Clifford Swan Investment Counsel
California
$469K +$2.11K +17 +0.5%
DekaBank Deutsche Girozentrale
335
DekaBank Deutsche Girozentrale
Germany
$465K – – –
HR
336
Howe & Rusling
New York
$464K -$102K -827 -18%
FNBT
337
FineMark National Bank & Trust
Florida
$462K +$42.7K +345 +10%
CB
338
Cadence Bank
Mississippi
$459K +$459K +3,699 New
Credit Agricole
339
Credit Agricole
France
$456K -$3.96M -31,995 -90%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$453K -$101K -812 -18%
SFG
341
SevenBridge Financial Group
Pennsylvania
$442K -$165K -1,330 -27%
Toronto Dominion Bank
342
Toronto Dominion Bank
Ontario, Canada
$434K +$121K +976 +39%
MML Investors Services
343
MML Investors Services
Massachusetts
$428K +$168K +1,353 +65%
BF
344
BOK Financial
Oklahoma
$418K -$183K -1,481 -30%
SC
345
SouthState Corp
Florida
$415K +$415K +3,351 New
CB
346
Commerce Bank
Missouri
$409K -$13.9K -112 -3%
WBC
347
Westpac Banking Corp
Australia
$394K – – –
IA
348
IFG Advisory
Georgia
$390K +$390K +3,152 New
MIH
349
Meitav Investment House
Israel
$384K +$384K +3,057 New
WS
350
Wedbush Securities
California
$378K -$53K -428 -12%
12 13
14
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