We are live on ! Find out more
PII icon

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
MAM
251
Mastrapasqua Asset Management
Tennessee
$1.85M +$1.84M +12,264 New
PAM
252
Paradigm Asset Management
New York
$1.83M – – –
MBT
253
Monroe Bank & Trust
Michigan
$1.76M +$76.2K +508 +5%
ACP
254
Aviance Capital Partners
Florida
$1.75M +$138K +919 +9%
VFP
255
Verus Financial Partners
Virginia
$1.75M +$300 +2 +0%
URS
256
Utah Retirement Systems
Utah
$1.74M – – –
TC
257
Telemus Capital
Michigan
$1.71M +$30.3K +202 +2%
SFP
258
Santa Fe Partners
New Mexico
$1.69M +$1.68M +11,178 New
Teacher Retirement System of Texas
259
Teacher Retirement System of Texas
Texas
$1.68M +$282K +1,881 +20%
JHIU
260
Janus Henderson Investors US
Colorado
$1.68M -$4.68M -31,232 -74%
UCFA
261
United Capital Financial Advisors
Texas
$1.64M +$236K +1,573 +17%
CA
262
Commerzbank Aktiengesellschaft
Germany
$1.58M -$284K -1,894 -15%
ProShare Advisors
263
ProShare Advisors
Maryland
$1.54M -$3.22M -21,472 -68%
GAM
264
Gotham Asset Management
New York
$1.51M +$1.5M +10,013 New
SWP
265
Stratos Wealth Partners
Ohio
$1.51M +$121K +804 +9%
SSG
266
Summit Securities Group
New York
$1.51M +$1.29M +8,600 +614%
WAM
267
Wolverine Asset Management
Illinois
$1.47M +$1.45M +9,700 New
HH
268
Hilltop Holdings
Texas
$1.46M +$100K +667 +7%
LS
269
Livforsakringsbolaget Skandia
Sweden
$1.44M – – –
DSC
270
Duncker Streett & Co
Missouri
$1.43M +$41.8K +279 +3%
Creative Planning
271
Creative Planning
Kansas
$1.42M -$38.7K -258 -3%
AC
272
Alley Company
Illinois
$1.41M +$42.9K +286 +3%
PA
273
Profund Advisors
Maryland
$1.38M +$441K +2,938 +48%
NI
274
Numeric Investors
Massachusetts
$1.36M +$1.35M +9,000 New
BA
275
BlackRock Advisors
Delaware
$1.34M – – –
9 10
11
12 13

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.