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Polaris
PII

Overview Fund Activity

428 hedge funds and large institutions have $3.77B invested in Polaris in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 193 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-40
Holders Change %
-8.55%
% of All Funds
9.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
54
Increased
111
Reduced
193
Closed
92
Calls
$56.6M
Puts
$23.4M
Net Calls
+$33.2M
Net Calls Change
+$22.6M

Top Buyers

1
State Street
1
State Street
Massachusetts
$346M
2
Citadel Advisors
2
Citadel Advisors
Florida
$55.7M
3
VanEck Associates
3
VanEck Associates
New York
$20.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$436M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.8M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$13.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$450M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12.4M
5
SAM
5
Southernsun Asset Management
Tennessee
$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
176
HSBC Holdings
United Kingdom
$958K -$895K -11,657 -48%
NEI
177
Northwest & Ethical Investments
Ontario, Canada
$957K -$193K -2,517 -17%
CP
178
Camelot Portfolios
Ohio
$950K +$446K +5,813 +88%
GIBU
179
Gulf International Bank (UK)
United Kingdom
$948K -$462K -6,025 -33%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$940K +$230K +3,000 +32%
TIA
181
Tiemann Investment Advisors
California
$921K -$65.2K -850 -7%
GI
182
GAMCO Investors
Connecticut
$920K +$245K +3,200 +36%
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$905K -$153K -2,000 -14%
CPR
184
CSU Producer Resources
Ohio
$882K – – –
TRSOTSOK
185
Teachers Retirement System of the State of Kentucky
Kentucky
$879K – – –
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$877K -$1.92K -25 -0.2%
TWI
187
Thomas White International
Illinois
$859K – – –
AQR Capital Management
188
AQR Capital Management
Connecticut
$850K -$1.37M -17,909 -62%
CA
189
Callahan Advisors
Texas
$849K +$36.6K +477 +5%
NMIMC
190
Northwestern Mutual Investment Management Company
Wisconsin
$842K -$3.84K -50 -0.5%
URS
191
Utah Retirement Systems
Utah
$842K – – –
Franklin Resources
192
Franklin Resources
California
$841K +$44.2K +577 +6%
Creative Planning
193
Creative Planning
Kansas
$839K -$77.6K -1,012 -8%
SPIA
194
Steward Partners Investment Advisory
New York
$833K +$141K +1,836 +20%
CIBC World Market
195
CIBC World Market
Ontario, Canada
$826K +$10.3K +134 +1%
DADC
196
D.A. Davidson & Co
Montana
$820K +$254K +3,312 +45%
MCM
197
Mainstay Capital Management
Michigan
$814K +$51.9K +685 +7%
WAOTB
198
Wealth Advisors of Tampa Bay
Florida
$812K -$3.45K -45 -0.4%
FCM
199
Flinton Capital Management
Pennsylvania
$803K -$634K -8,262 -44%
BA
200
Boston Advisors
Massachusetts
$799K -$279K -3,635 -26%
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