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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 %
DAS
351
Dynamic Advisor Solutions
Arizona
$292K +$20.4K +250 +8%
PTC
352
Petrus Trust Company
Texas
$292K +$292K +3,574 New
Canada Pension Plan Investment Board
353
Canada Pension Plan Investment Board
Ontario, Canada
$280K +$92.2K +1,129 +49%
IA
354
IFP Advisors
Florida
$280K +$257K +3,134 +1,092%
SB
355
Suntrust Banks
Georgia
$275K +$275K +3,382 New
NPC
356
National Planning Corporation
California
$272K +$272K +2,946 New
WBC
357
Westpac Banking Corp
Australia
$272K +$64.1K +784 +31%
PAM
358
Paradigm Asset Management
New York
$270K – – –
WS
359
Wedbush Securities
California
$266K +$60.6K +742 +30%
WAM
360
World Asset Management
Michigan
$265K -$246 -3 -0.1%
Brown Advisory
361
Brown Advisory
Maryland
$265K +$23.8K +292 +10%
JFA
362
JNBA Financial Advisors
Minnesota
$262K +$90.1K +1,100 +52%
QT
363
Quantbot Technologies
New York
$256K -$201K -2,464 -44%
AIMCA
364
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$253K +$253K +3,100 New
TP
365
Truvvo Partners
New York
$247K – – –
TMAM
366
Tokio Marine Asset Management
Japan
$245K – – –
Skandinaviska Enskilda Banken (SEB)
367
Skandinaviska Enskilda Banken (SEB)
Sweden
$245K – – –
PWAG
368
Polaris Wealth Advisory Group
California
$245K +$245K +3,000 New
GLA
369
Great Lakes Advisors
Illinois
$244K +$1.39K +17 +0.6%
CONA
370
Capital One National Association
New York
$235K -$41.2K -505 -15%
GEM
371
Global Endowment Management
North Carolina
$232K – – –
Macquarie Group
372
Macquarie Group
Australia
$228K +$114K +1,400 +100%
SI
373
Stephens Inc
Arkansas
$225K +$7.62K +93 +4%
AI
374
Atria Investments
North Carolina
$223K +$25.1K +294 +13%
OTPPB
375
Ontario Teachers' Pension Plan Board
Ontario, Canada
$222K +$222K +2,719 New
13 14
15
16 17