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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
SEI Investments
301
SEI Investments
Pennsylvania
$1.11M +$1.1M +7,324 New
SAM
302
Shell Asset Management
Netherlands
$1.09M -$559K -3,726 -34%
QT
303
Quantbot Technologies
New York
$1.08M +$1.07M +7,121 New
TD Asset Management
304
TD Asset Management
Ontario, Canada
$1.06M +$510K +3,400 +94%
CCA
305
Conestoga Capital Advisors
Pennsylvania
$1.05M +$405K +2,700 +63%
SI
306
Standard Investments
New York
$1.02M +$1.01M +6,728 New
Nomura Holdings
307
Nomura Holdings
Japan
$1M +$1.01M +6,750 New
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$1M +$8.4K +56 +0.9%
HHC
309
Hutchin Hill Capital
New York
$983K +$975K +6,500 New
SCM
310
Shelton Capital Management
Colorado
$946K -$113K -754 -11%
B
311
Barings
North Carolina
$945K – – –
PAI
312
Pittenger & Anderson Inc
Nebraska
$937K +$429K +2,860 +86%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$919K -$1.01M -6,712 -52%
Nomura Asset Management
314
Nomura Asset Management
Japan
$917K -$111K -740 -11%
BC
315
Burney Company
Virginia
$911K -$16.5K -110 -2%
RAM
316
Riggs Asset Management
Pennsylvania
$907K – – –
Zurich Cantonal Bank
317
Zurich Cantonal Bank
Switzerland
$896K +$183K +1,217 +26%
AHS
318
Aspiriant Holdings S3
California
$889K +$45K +300 +5%
CG
319
Clinton Group
New York
$872K +$865K +5,766 New
AAM
320
Azzad Asset Management
Virginia
$852K +$433K +2,889 +105%
TI
321
Trexquant Investment
Connecticut
$846K +$840K +5,600 New
Twin Tree Management
322
Twin Tree Management
Texas
$839K +$832K +5,549 New
CAN
323
Cetera Advisor Networks
California
$835K +$44.7K +298 +6%
TAM
324
Tocqueville Asset Management
New York
$817K -$15K -100 -2%
WSA
325
Wall Street Associates
California
$816K -$171K -1,140 -17%
11 12
13
14 15

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.