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Polaris
PII

Overview Fund Activity

451 hedge funds and large institutions have $4.11B invested in Polaris in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 161 increasing their positions, 133 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+23
Holders Change %
+5.37%
% of All Funds
9.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
71
Increased
161
Reduced
133
Closed
45
Calls
$52.6M
Puts
$26.7M
Net Calls
+$25.8M
Net Calls Change
-$7.38M

Top Buyers

1
State Street
1
State Street
Massachusetts
$442M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24M
3
UCFA
3
United Capital Financial Advisors
Texas
$18.9M
4
IP
4
Interval Partners
New York
$18M
5
HPC
5
HM Payson & Co
Maine
$17.1M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.48M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$74K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
426
First National Corp
Massachusetts
$3K +$3K +40 New
SFSIG
427
San Francisco Sentry Investment Group
California
$2K -$19.3K -270 -91%
Bessemer Group
428
Bessemer Group
New Jersey
$2K -$1.92K -25 -49%
EARNEST Partners
429
EARNEST Partners
Georgia
$2K – – –
TL
430
TrueWealth LLC
Georgia
$2K – – –
RTC
431
Riverview Trust Company
Washington
$2K +$2K +21 New
RCAG
432
Rehmann Capital Advisory Group
Michigan
$1.77K – – –
AA
433
Advisory Alpha
Michigan
$1.17K +$1.17K +13 New
GI
434
Gradient Investments
Minnesota
$1K – – –
MA
435
MCF Advisors
Kentucky
$1K – – –
AIA
436
Alera Investment Advisors
Illinois
$1K – – –
WT
437
Whittier Trust
California
$1K +$1K +6 New
HGWM
438
Harvest Group Wealth Management
Massachusetts
$1K +$1K +12 New
BEI
439
Benjamin Edwards Inc
Missouri
$1K +$1K +12 New
BCA
440
Berman Capital Advisors
Georgia
$1K +$1K +12 New
AC
441
Avestar Capital
New York
$1K +$762 +16 +320%
GT
442
Glenmede Trust
Pennsylvania
$1 +$1 +19 New
Capital Research Global Investors
443
Capital Research Global Investors
California
– -$177M -2,303,111 Closed
Balyasny Asset Management
444
Balyasny Asset Management
Illinois
– -$16.8M -219,399 Closed
IA
445
Icon Advisers
Colorado
– -$6.24M -81,408 Closed
NC
446
Nicholas Company
Wisconsin
– -$5.87M -76,495 Closed
CISOA
447
Capital Investment Services of America
Wisconsin
– -$4.83M -62,958 Closed
Select Equity Group
448
Select Equity Group
New York
– -$2.97M -38,694 Closed
WRM
449
Weybosset Research & Management
Rhode Island
– -$2.74M -35,715 Closed
NC
450
Northpointe Capital
Michigan
– -$2.25M -29,295 Closed
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