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Polaris
PII

423 hedge funds and large institutions have $6.02B invested in Polaris in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $5.53B → $6.02B (+$488M)

1% more funds holding

Funds holding: 420 → 423 (+3)

3.25% less ownership

Funds ownership: 95.19% → 91.94% (-3.2%)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

32% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 174

34% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $94.1M

Holders
423
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
10.55%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.17%
New
42
Increased
118
Reduced
174
Closed
34
Calls
$62.1M
Puts
$94.1M
Net Calls
-$32M
Net Calls Change
-$49.4M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$14.1M
3
CCI
Columbus Circle Investors
+$12.6M
4
N
Nuveen
North Carolina
+$11.1M
5
WRF
Waddell & Reed Financial
Kansas
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$42.7M
2
KP
Kiltearn Partners
United Kingdom
-$40M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$39M
4
DAC
Dividend Assets Capital
South Carolina
-$30M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
251
Krilogy Financial
Missouri
$680K – – –
PA
252
Profund Advisors
Maryland
$672K -$17.4K -184 -3%
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$664K -$95.2K -1,005 -14%
CGH
254
Crossmark Global Holdings
Texas
$662K +$599K +6,326 New
LIA
255
LS Investment Advisors
Michigan
$652K -$16.5K -174 -3%
Jane Street
256
Jane Street
New York
$642K -$234K -2,467 -29%
LCM
257
Laurion Capital Management
New York
$638K +$303K +3,200 +110%
DTL
258
Dynamic Technology Lab
Singapore
$637K +$576K +6,084 New
EDRH
259
Edmond de Rothschild Holding
Switzerland
$628K -$246K -2,600 -30%
PI
260
Pettee Investors
Connecticut
$628K +$568K +6,000 New
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$603K -$20.3K -214 -4%
SNBOSD
262
Security National Bank of So Dak
Iowa
$594K -$7.29K -77 -1%
IFAM
263
Institutional & Family Asset Management
Colorado
$594K – – –
CIM
264
Cambria Investment Management
California
$587K – – –
TAM
265
Tyers Asset Management
Texas
$565K +$53.1K +560 +12%
Arrowstreet Capital
266
Arrowstreet Capital
Massachusetts
$565K +$512K +5,400 New
IPAM
267
ICICI Prudential Asset Management
India
$555K – – –
Nomura Holdings
268
Nomura Holdings
Japan
$553K +$501K +5,285 New
CONA
269
Capital One National Association
New York
$551K +$255K +2,694 +105%
ST
270
Spinnaker Trust
Maine
$546K – – –
AF
271
Affiance Financial
Minnesota
$543K -$18.3K -193 -4%
TSWM
272
Triangle Securities Wealth Management
North Carolina
$537K -$23.7K -250 -5%
SPIA
273
Steward Partners Investment Advisory
New York
$530K +$30.4K +321 +7%
NWM
274
Northwest Wealth Management
Iowa
$517K +$117K +1,238 +33%
ACP
275
Aviance Capital Partners
Florida
$516K -$8.81K -93 -2%
9 10
11
12 13

PII Hedge Fund Activity: Q3 2017 in Review

423 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2017, worth a combined $6.02B — up 8.8% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PII positions and 34 closed out — a net gain of 8 holders — while 118 added to existing stakes and 174 trimmed.

The largest buyer was Bank of America, adding an estimated $16.9M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $42.7M.

  • 423 institutional investors held Polaris (PII) as of Q3 2017, up from 420 in Q2 2017.
  • Funds reported $6.02B of Polaris stock for Q3 2017, up 8.8% quarter-over-quarter.
  • 42 funds opened new Polaris positions in Q3 2017 and 34 closed out, a net change of +8 holders.
  • The largest Polaris buyer in Q3 2017 was Bank of America, an estimated $16.9M added.
  • The largest Polaris seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q3 2017.