PII icon

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 %
TF
426
Tompkins Financial
New York
$21K – – –
WCBA
427
Weaver C. Barksdale & Associates
Tennessee
$21K +$4.65K +56 +28%
JSAM
428
J. Safra Asset Management
New York
$21K +$21K +259 New
HCC
429
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
DBT
430
Dubuque Bank & Trust
Iowa
$18K – – –
CG
431
Cutler Group
California
$17K -$21.6K -273 -56%
CLOS
432
Compagnie Lombard Odier SCmA
Switzerland
$17K – – –
SAMC
433
Shinko Asset Management Company
Japan
$16K – – –
AIM
434
Acrospire Investment Management
Illinois
$16K +$16K +200 New
BIG
435
Bellwether Investment Group
Tennessee
$15K +$15K +188 New
NFG
436
Next Financial Group
Texas
$14K – – –
IWM
437
Integrated Wealth Management
California
$14K – – –
CCA
438
Checchi Capital Advisers
California
$14K +$1.27K +16 +10%
BBHC
439
Brown Brothers Harriman & Co
New York
$12K – – –
AA
440
AlphaMark Advisors
Kentucky
$12K – – –
S
441
SignatureFD
Georgia
$9K -$7.8K -97 -46%
GAM
442
Gemmer Asset Management
California
$9K -$5.45K -63 -38%
GI
443
Gradient Investments
Minnesota
$9K – – –
CB
444
Community Bank
New York
$8K – – –
MS
445
Marshall & Sullivan
Washington
$8K – – –
ZB
446
Zions Bancorporation
Utah
$7K – – –
DADC
447
D.A. Davidson & Co
Montana
$6K -$3.43K -48 -36%
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
QI
449
QS Investors
New York
$5K -$18.9K -219 -79%
TIM
450
Tortoise Investment Management
New York
$5K +$5K +62 New
16 17
18
19 20