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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
CA
276
Commerzbank Aktiengesellschaft
Germany
$830K -$515K -3,820 -39%
DCP
277
DSM Capital Partners
Florida
$805K +$777K +5,760 New
HIMCH
278
Hartford Investment Management Co (HIMCO)
Connecticut
$791K +$8.63K +64 +1%
CAN
279
Cetera Advisor Networks
California
$768K -$179K -1,329 -19%
TMC
280
Trellus Management Company
Florida
$768K +$742K +5,500 New
HR
281
Howe & Rusling
New York
$749K -$27.9K -207 -4%
UCFA
282
United Capital Financial Advisors
Texas
$736K +$505K +3,742 +245%
FA
283
FDx Advisors
Illinois
$733K +$240K +1,776 +51%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$713K +$13.5K +100 +2%
NA
285
Navellier & Associates
Nevada
$706K -$492K -3,647 -42%
CWM
286
Calamos Wealth Management
Illinois
$696K +$51.3K +380 +8%
WFM
287
Wilmington Funds Management
Delaware
$682K -$144K -1,064 -18%
PG
288
PEAK6 Group
Illinois
$678K +$655K +4,853 New
FB
289
Fulton Bank
Pennsylvania
$659K +$23.3K +173 +4%
OC
290
Oppenheimer & Co
New York
$654K -$27K -200 -4%
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$651K -$23.2K -172 -4%
Commonwealth Equity Services
292
Commonwealth Equity Services
Massachusetts
$649K +$33.6K +249 +6%
FMBTD
293
First Midwest Bank Trust Division
Illinois
$644K +$6.75K +50 +1%
AHS
294
Aspiriant Holdings S3
California
$636K – – –
MPI
295
Mairs & Power Inc
Minnesota
$633K – – –
BMCMI
296
Bryn Mawr Capital Management Inc
Pennsylvania
$626K +$152K +1,130 +34%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$619K -$54.8K -406 -8%
CBOA
298
Commonwealth Bank of Australia
Australia
$615K – – –
QIM
299
Quantitative Investment Management
Virginia
$614K +$594K +4,400 New
FNBOO
300
First National Bank of Omaha
Nebraska
$590K +$20.2K +150 +4%
10 11
12
13 14

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.