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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
TSWM
276
Triangle Securities Wealth Management
North Carolina
$1.31M +$61.8K +412 +5%
AAM
277
Autus Asset Management
Arizona
$1.31M +$166K +1,110 +15%
DekaBank Deutsche Girozentrale
278
DekaBank Deutsche Girozentrale
Germany
$1.31M +$340K +2,266 +36%
SAM
279
Securian Asset Management
Minnesota
$1.3M – – –
CAS
280
Cue Advisory Services
Arizona
$1.3M +$1.29M +8,569 New
PP
281
Prudential plc
United Kingdom
$1.29M – – –
ICAS
282
Investors Capital Advisory Services
Massachusetts
$1.24M -$11.3K -75 -0.9%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$1.24M -$182K -1,215 -13%
Asset Management One
284
Asset Management One
Japan
$1.23M -$211K -1,407 -15%
SLI
285
Sumitomo Life Insurance
Japan
$1.23M +$1.22M +8,106 New
PAG
286
Private Advisor Group
New Jersey
$1.21M -$574K -3,824 -32%
KBC Group
287
KBC Group
Belgium
$1.2M +$654K +4,359 +122%
USAA
288
United Services Automobile Association
Texas
$1.2M +$1.19M +7,906 New
TCM
289
Twin Capital Management
Pennsylvania
$1.19M +$142K +950 +14%
DLCIG
290
D.L. Carlson Investment Group
New Hampshire
$1.19M +$1.18M +7,853 New
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$1.16M +$585K +3,898 +103%
FMT
292
First Mercantile Trust
Tennessee
$1.15M -$99.4K -663 -8%
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$1.15M +$34K +227 +3%
HFS
294
HL Financial Services
Kentucky
$1.14M -$25.6K -171 -2%
CG
295
Colony Group
Massachusetts
$1.13M +$36K +240 +3%
FDS
296
First Dallas Securities
Texas
$1.13M -$142K -950 -11%
AB
297
Amalgamated Bank
New York
$1.13M +$6.45K +43 +0.6%
MC
298
Menta Capital
California
$1.13M +$1.12M +7,440 New
CONA
299
Capital One National Association
New York
$1.12M -$114K -758 -9%
ST
300
Somerset Trust
Pennsylvania
$1.11M -$265K -1,770 -19%
10 11
12
13 14

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.