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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
Jacobs Levy Equity Management
251
Jacobs Levy Equity Management
New Jersey
$1.11M -$1.16M -8,590 -52%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$1.08M -$205K -1,516 -16%
AB
253
Amalgamated Bank
New York
$1.06M -$6.61K -49 -0.6%
ST
254
Somerset Trust
Pennsylvania
$1.05M +$53.2K +394 +6%
B
255
Barings
North Carolina
$1.05M +$526K +3,900 +108%
PAG
256
Private Advisor Group
New Jersey
$1.03M -$338K -2,509 -25%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$1.02M +$379K +2,807 +62%
IAM
258
Impala Asset Management
Florida
$1M +$575K +4,264 +147%
SCM
259
Shelton Capital Management
Colorado
$979K – – –
TCM
260
Twin Capital Management
Pennsylvania
$964K -$93.1K -690 -9%
TSWM
261
Triangle Securities Wealth Management
North Carolina
$959K +$276K +2,045 +25%
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$946K +$5.67K +42 +0.6%
ProShare Advisors
263
ProShare Advisors
Maryland
$936K -$5.36M -39,723 -86%
Nomura Asset Management
264
Nomura Asset Management
Japan
$933K – – –
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$899K -$31.6K -234 -4%
WAM
266
World Asset Management
Michigan
$899K +$11.2K +83 +1%
CG
267
Colony Group
Massachusetts
$898K +$181K +1,339 +26%
TH
268
Timber Hill
Connecticut
$898K +$868K +6,431 New
BC
269
Burney Company
Virginia
$888K -$32.4K -240 -4%
GCP
270
GSA Capital Partners
United Kingdom
$888K +$857K +6,353 New
AAM
271
Autus Asset Management
Arizona
$888K +$857K +6,354 New
HFS
272
HL Financial Services
Kentucky
$887K -$25K -185 -3%
ACP
273
Aviance Capital Partners
Florida
$877K +$577K +4,280 +214%
FDS
274
First Dallas Securities
Texas
$859K +$97.9K +726 +13%
RAM
275
Riggs Asset Management
Pennsylvania
$838K -$1.89M -14,000 -70%
9 10
11
12 13

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.