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Polaris
PII

427 hedge funds and large institutions have $7.25B invested in Polaris in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 153 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 153

5.32% more ownership

Funds ownership: 73.45% → 78.77% (+5.3%)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less funds holding

Funds holding: 431 → 427 (-4)

2% less capital invested

Capital invested by funds: $7.42B → $7.25B (-$177M)

9% less call options, than puts

Call options by funds: $63.7M | Put options by funds: $70.3M

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
427
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
12.33%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.23%
New
51
Increased
174
Reduced
153
Closed
51
Calls
$63.7M
Puts
$70.3M
Net Calls
-$6.58M
Net Calls Change
+$48.3M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$57.3M
2
DCM
Discovery Capital Management
Connecticut
+$56.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$53M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$36.9M
5
American Century Companies
American Century Companies
Missouri
+$36.1M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$47.9M
3
WCM
Wedge Capital Management
North Carolina
-$47.7M
4
Prudential Financial
Prudential Financial
New Jersey
-$43.6M
5
Axa
Axa
France
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
226
Verus Financial Partners
Virginia
$1.6M -$82.6K -612 -5%
AG
227
Aperio Group
California
$1.59M +$1.54M +11,394 New
TC
228
Telemus Capital
Michigan
$1.57M +$23.6K +175 +2%
SAM
229
Shell Asset Management
Netherlands
$1.54M -$4.14M -30,691 -74%
IPC
230
Independent Portfolio Consultants
Florida
$1.53M +$19.6K +145 +1%
Janus Henderson Group
231
Janus Henderson Group
United Kingdom
$1.48M +$643K +4,767 +82%
CONA
232
Capital One National Association
New York
$1.47M -$4.47M -33,101 -76%
FMT
233
First Mercantile Trust
Tennessee
$1.41M -$215K -1,591 -14%
KeyBank National Association
234
KeyBank National Association
Ohio
$1.39M +$66K +489 +5%
BA
235
BlackRock Advisors
Delaware
$1.38M +$33.7K +250 +3%
OCM
236
Orleans Capital Management
Louisiana
$1.38M +$8.9K +66 +0.7%
AC
237
Alley Company
Illinois
$1.34M -$413K -3,060 -24%
ICAS
238
Investors Capital Advisory Services
Massachusetts
$1.34M -$173K -1,283 -12%
Asset Management One
239
Asset Management One
Japan
$1.34M – – –
SAM
240
Securian Asset Management
Minnesota
$1.33M +$28.3K +210 +2%
LS
241
Livforsakringsbolaget Skandia
Sweden
$1.33M +$1.28M +9,488 New
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$1.29M -$71.9K -533 -5%
RA
243
Royce & Associates
New York
$1.27M -$1.03M -7,600 -46%
HH
244
Hilltop Holdings
Texas
$1.23M +$103K +762 +9%
FIM
245
Freedom Investment Management
Connecticut
$1.22M +$625K +4,629 +113%
DSC
246
Duncker Streett & Co
Missouri
$1.18M -$6.75K -50 -0.6%
WSA
247
Wall Street Associates
California
$1.17M -$283K -2,101 -20%
TAM
248
Tocqueville Asset Management
New York
$1.16M -$10.1K -75 -0.9%
SC
249
Scotia Capital
Ontario, Canada
$1.16M +$270K +2,000 +32%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$1.13M +$144K +1,067 +15%
8 9
10
11 12

PII Hedge Fund Activity: Q1 2014 in Review

427 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2014, worth a combined $7.25B — down 2.4% from $7.42B a quarter earlier.

Fund positioning in PII was balanced in Q1 2014: 51 funds opened new positions, 51 closed out, 174 added to existing stakes and 153 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $57.3M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $64.6M sold.

  • 427 institutional investors held Polaris (PII) as of Q1 2014, down from 431 in Q4 2013.
  • Funds reported $7.25B of Polaris stock for Q1 2014, down 2.4% quarter-over-quarter.
  • 51 funds opened new Polaris positions in Q1 2014 and 51 closed out, a net change of 0 holders.
  • The largest Polaris buyer in Q1 2014 was AllianceBernstein, an estimated $57.3M added.
  • The largest Polaris seller in Q1 2014 was Westwood Holdings Group, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2014.