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Polaris
PII

Overview Fund Activity

498 hedge funds and large institutions have $8.3B invested in Polaris in 2014 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 182 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+50
Holders Change %
+11.16%
% of All Funds
13.29%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
94
Increased
182
Reduced
165
Closed
36
Calls
$36.4M
Puts
$104M
Net Calls
-$68M
Net Calls Change
-$19.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$440M
2
TCM
TimesSquare Capital Management
New York
$68.4M
3
Wells Fargo
Wells Fargo
California
$748M
4
ARC
Absolute Return Capital
Massachusetts
$65.3M
5
William Blair & Company
William Blair & Company
Illinois
$185M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.54M
2
DCM
Discovery Capital Management
Connecticut
$0
3
AC
Ascend Capital
California
$0
4
SAM
Southernsun Asset Management
Tennessee
$120M
5
ACH
ArrowMark Colorado Holdings
Colorado
$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
476
Marshall & Sullivan
Washington
$15K +$15K +100 New
CB
477
Community Bank
New York
$15K +$15K +100 New
AW
478
Alpha Windward
Massachusetts
$14K +$2.23K +15 +19%
EFSCE
479
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
ED
480
Exane Derivatives
France
$9.98K +$9.98K +66 New
HCC
481
Hirtle Callaghan & Co
Pennsylvania
$8K – – –
P
482
Palladiem
Pennsylvania
$7K +$7K +44 New
SIA
483
Stancorp Investment Advisers
Oregon
$7K +$7K +45 New
PFSC
484
Peoples Financial Services Corp
Pennsylvania
$6K – – –
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
NCM
486
Nelson Capital Management
California
$6K – – –
BGIM
487
Brandywine Global Investment Management
Pennsylvania
$5K +$1.3K +7 +35%
FAM
488
Fortaleza Asset Management
Illinois
$5K +$5K +35 New
BRWM
489
B. Riley Wealth Management
Tennessee
$4K -$38.7K -300 -91%
ST
490
Spot Trading
Illinois
$3K -$20.6K -137 -87%
TWA
491
TCI Wealth Advisors
Arizona
$3K – – –
LWA
492
Lenox Wealth Advisors
New York
$3K +$3K +22 New
PFG
493
Piershale Financial Group
Illinois
$2K – – –
Toronto Dominion Bank
494
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +12 New
CFA
495
Carroll Financial Associates
North Carolina
$1K -$3.25K -26 -76%
BRWA
496
B. Riley Wealth Advisors
Florida
$23 +$23 +152 New
DCM
497
Discovery Capital Management
Connecticut
– -$42.1M -281,350 Closed
AC
498
Ascend Capital
California
– -$41.3M -275,935 Closed
CANY
499
Caxton Associates (New York)
New York
– -$14.2M -95,000 Closed
EAM
500
EverPoint Asset Management
Connecticut
– -$10.6M -70,954 Closed
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