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Polaris
PII

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

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

11% more funds holding

Funds holding: 448 → 498 (+50)

10% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 165

6% more capital invested

Capital invested by funds: $7.82B → $8.3B (+$476M)

3.64% more ownership

Funds ownership: 79.03% → 82.67% (+3.6%)

65% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $104M

Holders
498
Holders Change
+50
Holders Change %
+11.16%
% of All Funds
13.28%
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
+$78.9M
2
TCM
TimesSquare Capital Management
New York
+$67.8M
3
Wells Fargo
Wells Fargo
California
+$64.9M
4
ARC
Absolute Return Capital
Massachusetts
+$64.8M
5
William Blair & Company
William Blair & Company
Illinois
+$52.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$79.8M
2
DCM
Discovery Capital Management
Connecticut
-$42.1M
3
AC
Ascend Capital
California
-$41.3M
4
SAM
Southernsun Asset Management
Tennessee
-$30M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
226
Synovus Financial
Georgia
$2.38M +$2.31M +15,405 +5,101%
Barclays
227
Barclays
United Kingdom
$2.36M +$725K +4,835 +45%
M&T Bank
228
M&T Bank
New York
$2.33M -$231K -1,539 -9%
IPC
229
Independent Portfolio Consultants
Florida
$2.3M -$311K -2,075 -12%
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$2.23M +$339K +2,263 +18%
LAIC
231
Lederer & Associates Investment Counsel
California
$2.21M +$2.19M +14,590 New
Natixis Advisors
232
Natixis Advisors
Massachusetts
$2.2M +$12.9K +86 +0.6%
SIMG
233
Stephens Investment Management Group
Texas
$2.19M +$26.2K +175 +1%
AG
234
Aperio Group
California
$2.17M +$104K +696 +5%
AIC
235
Aurora Investment Counsel
Georgia
$2.13M +$67.9K +453 +3%
RIM
236
Reliant Investment Management
Tennessee
$2.13M +$2.11M +14,055 New
NA
237
NewEdge Advisors
Louisiana
$2.13M +$2.11M +14,057 New
ANI
238
American National Insurance
Texas
$2.12M -$300K -2,000 -13%
SG Americas Securities
239
SG Americas Securities
New York
$2.08M +$1.31M +8,724 +173%
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$2.04M – – –
HT
241
HAP Trading
New York
$2.04M +$2.02M +13,500 New
CAM
242
CG Asset Management
New York
$2.03M +$2.02M +13,445 New
LTFS
243
Ladenburg Thalmann Financial Services
Florida
$2.03M +$621K +4,141 +45%
Parallax Volatility Advisers
244
Parallax Volatility Advisers
California
$2.03M +$139K +929 +7%
CO
245
Caldwell & Orkin
Georgia
$2.01M +$1.99M +13,300 New
COPPSERS
246
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.98M +$702K +4,682 +56%
IB
247
Intrust Bank
Kansas
$1.93M -$5.25K -35 -0.3%
OC
248
Oppenheimer & Co
New York
$1.89M -$12.9K -86 -0.7%
FWIA
249
Fort Washington Investment Advisors
Ohio
$1.88M +$1.87M +12,455 New
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$1.86M -$2.65M -17,672 -59%
8 9
10
11 12

PII Hedge Fund Activity: Q4 2014 in Review

498 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2014, worth a combined $8.3B — up 6.1% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PII positions and 36 closed out — a net gain of 58 holders — while 182 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.9M. The largest seller was Citadel Advisors, cutting an estimated $79.8M.

  • 498 institutional investors held Polaris (PII) as of Q4 2014, up from 448 in Q3 2014.
  • Funds reported $8.3B of Polaris stock for Q4 2014, up 6.1% quarter-over-quarter.
  • 94 funds opened new Polaris positions in Q4 2014 and 36 closed out, a net change of +58 holders.
  • The largest Polaris buyer in Q4 2014 was Fidelity Investments, an estimated $78.9M added.
  • The largest Polaris seller in Q4 2014 was Citadel Advisors, an estimated $79.8M sold.

Based on aggregated 13F filings for Q4 2014.