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Polaris
PII

Overview Fund Activity

443 hedge funds and large institutions have $4.31B invested in Polaris in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 153 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-8
Holders Change %
-1.77%
% of All Funds
9.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
53
Increased
156
Reduced
153
Closed
56
Calls
$149M
Puts
$26.4M
Net Calls
+$123M
Net Calls Change
+$97.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$65.6M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$34.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$30M
4
IP
4
Interval Partners
New York
$45.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$560M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$9.24M
2
CFC
2
Cincinnati Financial Corp
Ohio
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.59M
4
UCFA
4
United Capital Financial Advisors
Texas
$2.03M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
426
TrueWealth LLC
Georgia
$2K – – –
MA
427
MCF Advisors
Kentucky
$2K – – –
NIM
428
NuWave Investment Management
New Jersey
$2K +$1.65K +14 +467%
RA
429
Rational Advisors
New York
$2K +$1.65K +14 +467%
BL
430
Balentine LLC
Georgia
$2K +$2K +17 New
PO
431
Private Ocean
California
$2K +$2K +22 New
AC
432
Avestar Capital
New York
$1K – – –
GI
433
Gradient Investments
Minnesota
$1K – – –
BCA
434
Berman Capital Advisors
Georgia
$1K – – –
WT
435
Whittier Trust
California
$1K – – –
HGWM
436
Harvest Group Wealth Management
Massachusetts
$1K – – –
CFA
437
Carroll Financial Associates
North Carolina
$1K +$952 +20 +2,000%
WIM
438
Westside Investment Management
California
$11 +$11 +127 New
GT
439
Glenmede Trust
Pennsylvania
$3 +$1 +19 +100%
CFC
440
Cincinnati Financial Corp
Ohio
– -$65.9M -780,000 Closed
RRAM
441
River Road Asset Management
Kentucky
– -$16.1M -190,549 Closed
JGC
442
J. Goldman & Co
New York
– -$14.6M -173,345 Closed
CI
443
Cincinnati Insurance
Ohio
– -$10.6M -125,000 Closed
Neuberger Berman Group
444
Neuberger Berman Group
New York
– -$9.49M -112,413 Closed
MIS
445
Morningstar Investment Services
Illinois
– -$7.28M -86,248 Closed
CSUI
446
Cincinnati Specialty Underwriters Insurance
Ohio
– -$4.37M -51,746 Closed
WI
447
WBI Investments
New Jersey
– -$2.8M -33,103 Closed
Jacobs Levy Equity Management
448
Jacobs Levy Equity Management
New Jersey
– -$2.69M -31,880 Closed
Voloridge Investment Management
449
Voloridge Investment Management
Florida
– -$1.69M -20,048 Closed
NEI
450
Northwest & Ethical Investments
Ontario, Canada
– -$1.02M -12,120 Closed
16 17
18
19 20