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Polaris
PII

Overview Fund Activity

492 hedge funds and large institutions have $7.84B invested in Polaris in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 199 increasing their positions, 179 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
13.12%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
59
Increased
199
Reduced
179
Closed
58
Calls
$44.2M
Puts
$97.2M
Net Calls
-$53M
Net Calls Change
+$15.1M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$88.2M
2
EPCM
Eton Park Capital Management
New York
$76.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$486M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
$56.3M
5
Citadel Advisors
Citadel Advisors
Florida
$49.4M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$27M
3
AL
AJO LP
Pennsylvania
$0
4
WCM
Wedge Capital Management
North Carolina
$0
5
MSA
Mason Street Advisors
Wisconsin
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGT
476
Capital Guardian Trust
California
$6K +$6K +40 New
FAM
477
Fortaleza Asset Management
Illinois
$5K – – –
PFSC
478
Peoples Financial Services Corp
Pennsylvania
$5K – – –
JFGIW
479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
TWMP
480
Taylor Wealth Management Partners
Massachusetts
$5K +$5K +38 New
BGIM
481
Brandywine Global Investment Management
Pennsylvania
$4K – – –
FNBOO
482
First National Bank of Omaha
Nebraska
$3.26K +$2.7K +19,708 +480%
LWA
483
Lenox Wealth Advisors
New York
$3K – – –
FFC
484
First Financial Corp
Indiana
$3K +$3K +22 New
PFG
485
Piershale Financial Group
Illinois
$2K – – –
Toronto Dominion Bank
486
Toronto Dominion Bank
Ontario, Canada
$1K -$500 -4 -33%
CFA
487
Carroll Financial Associates
North Carolina
$1K – – –
RCG
488
Ruggie Capital Group
Florida
$1K +$1K +7 New
W
489
Wealthfront
California
$1K +$800 +8 +400%
WCM
490
Wealthcare Capital Management
Virginia
$1K +$1K +8 New
CFSG
491
Community Financial Services Group
Vermont
$1K +$1K +10 New
AT
492
Arden Trust
Delaware
$337 +$337 +2,386 New
Westfield Capital Management
493
Westfield Capital Management
Massachusetts
– -$57.8M -381,917 Closed
AL
494
AJO LP
Pennsylvania
– -$38.5M -254,460 Closed
WCM
495
Wedge Capital Management
North Carolina
– -$38.1M -252,075 Closed
O
496
OppenheimerFunds
New York
– -$19.2M -127,210 Closed
CCI
497
Columbus Circle Investors
– -$12.3M -81,183 Closed
FAM
498
Fred Alger Management
New York
– -$10.5M -69,173 Closed
JIM
499
Jupiter Investment Management
United Kingdom
– -$8.53M -56,402 Closed
MLICM
500
Metropolitan Life Insurance Company (MetLife)
New York
– -$8.29M -54,781 Closed
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