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Polaris
PII

Overview Fund Activity

448 hedge funds and large institutions have $7.82B invested in Polaris in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 161 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+24
Holders Change %
+5.66%
% of All Funds
13.01%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.2%
New
64
Increased
161
Reduced
167
Closed
34
Calls
$54.7M
Puts
$103M
Net Calls
-$48.7M
Net Calls Change
-$19M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$676M
2
CGM
Capital Growth Management
Massachusetts
$95.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
4
William Blair & Company
William Blair & Company
Illinois
$131M
5
Citadel Advisors
Citadel Advisors
Florida
$83.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$77.7M
2
JHIU
Janus Henderson Investors US
Colorado
$6.34M
3
Millennium Management
Millennium Management
New York
$3.23M
4
SI
Scout Investments
Missouri
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$592M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$225K – – –
WA
377
WFG Advisors
Texas
$218K +$35.4K +236 +19%
CLOS
378
Compagnie Lombard Odier SCmA
Switzerland
$214K +$65.6K +438 +44%
HC
379
Highmount Capital
New York
$210K +$210K +1,400 New
SSG
380
Summit Securities Group
New York
$210K +$210K +1,400 New
OWD
381
Osborn Williams & Donohoe
Ohio
$205K +$205K +1,370 New
DAS
382
Dynamic Advisor Solutions
Arizona
$205K +$205K +1,370 New
FNB
383
First Niagara Bank
New York
$205K +$205K +1,371 New
BOH
384
Bank of Hawaii
Hawaii
$203K +$203K +1,355 New
CB
385
Commerce Bank
Missouri
$203K +$203K +1,356 New
LIA
386
LS Investment Advisors
Michigan
$202K – – –
WEC
387
Winslow Evans & Crocker
Massachusetts
$186K -$8.83K -59 -5%
GH
388
GAM Holding
Switzerland
$165K – – –
MFS
389
MSI Financial Services
Massachusetts
$159K -$34K -227 -18%
NES
390
New England Securities
New York
$148K +$26.2K +175 +21%
Robeco Institutional Asset Management
391
Robeco Institutional Asset Management
Netherlands
$144K +$144K +964 New
DBT
392
Dubuque Bank & Trust
Iowa
$142K – – –
WTB
393
Washington Trust Bank
Washington
$123K – – –
Nordea Investment Management
394
Nordea Investment Management
Sweden
$122K +$122K +814 New
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$121K -$4.79K -32 -4%
OMCS
396
Old Mutual Customised Solutions
South Africa
$120K -$45K -300 -27%
RFS
397
Rockefeller Financial Services
New York
$120K – – –
JWM
398
Jacobus Wealth Management
Wisconsin
$119K +$119K +795 New
TF
399
Tompkins Financial
New York
$111K -$898 -6 -0.8%
Bessemer Group
400
Bessemer Group
New Jersey
$111K – – –
14 15
16
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