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Polaris
PII

Overview Fund Activity

468 hedge funds and large institutions have $5.28B invested in Polaris in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 160 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
12.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
66
Increased
177
Reduced
160
Closed
75
Calls
$102M
Puts
$71.2M
Net Calls
+$31.2M
Net Calls Change
+$183M

Top Buyers

1
State Street
State Street
Massachusetts
$349M
2
CWAM
Columbia Wanger Asset Management
Illinois
$123M
3
SAM
Southernsun Asset Management
Tennessee
$216M
4
MCM
Melvin Capital Management
New York
$41.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$293M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
GAM
Gotham Asset Management
New York
$0
3
VanEck Associates
VanEck Associates
New York
$64K
4
TCM
TimesSquare Capital Management
New York
$0
5
UBS AM
UBS AM
Illinois
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
126
AllianceBernstein
Tennessee
$4.74M -$60.8K -617 -1%
GIM
127
Goelzer Investment Management
Indiana
$4.73M +$2.54M +25,745 +116%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$4.54M -$40.2K -410 -0.9%
PFM
129
Parsec Financial Management
North Carolina
$4.49M +$1.5M +15,258 +50%
BA
130
BlackRock Advisors
Delaware
$4.41M +$1.29M +13,120 +41%
RFC
131
Russell Frank Company
Washington
$4.39M +$177K +1,794 +4%
BCM
132
Brown Capital Management
Maryland
$4.33M -$661K -6,710 -13%
MOACM
133
Mutual of America Capital Management
New York
$4.13M +$51.4K +522 +1%
CA
134
Commerzbank Aktiengesellschaft
Germany
$4.11M +$1.62M +16,446 +65%
AI
135
Analytic Investors
California
$4.03M +$4.03M +40,899 New
NMIMC
136
Northwestern Mutual Investment Management Company
Wisconsin
$4.03M -$21.3M -216,448 -84%
PDN
137
Pensionfund DSM Netherlands
Netherlands
$3.95M +$1.59M +16,100 +67%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$3.94M -$654K -6,643 -14%
HI
139
Hendershot Investments
Virginia
$3.93M -$29.1K -295 -0.7%
AAM
140
Autus Asset Management
Arizona
$3.84M +$617K +6,268 +19%
PL
141
Perpetual Ltd
Australia
$3.79M +$2.28M +23,170 +152%
ERIM
142
Eagle Ridge Investment Management
Connecticut
$3.76M +$68.9K +700 +2%
Federated Hermes
143
Federated Hermes
Pennsylvania
$3.71M -$937K -9,520 -20%
SSB
144
Sandy Spring Bank
Maryland
$3.67M +$1.59M +16,148 +76%
Stifel Financial
145
Stifel Financial
Missouri
$3.6M -$973K -9,886 -21%
SDIC
146
South Dakota Investment Council
South Dakota
$3.47M +$3.47M +35,200 New
SRIM
147
Saratoga Research & Investment Management
California
$3.44M +$2.75M +27,895 +398%
CA
148
Callahan Advisors
Texas
$3.43M -$421K -4,279 -11%
ECP
149
Elk Creek Partners
Colorado
$3.1M -$1.41M -14,275 -31%
WCF
150
West Coast Financial
California
$3.09M +$172K +1,744 +6%
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