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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
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$396K -$474 -5 -0.1%
VNA
302
Valley National Advisers
Pennsylvania
$396K +$358K +3,782 New
CSIC
303
Clifford Swan Investment Counsel
California
$394K +$1.9K +20 +0.5%
JIM
304
Jensen Investment Management
Oregon
$384K -$171K -1,800 -33%
BWM
305
BerganKDV Wealth Management
Minnesota
$369K +$334K +3,530 New
MA
306
Montag & Associates
Georgia
$368K – – –
WS
307
Wedbush Securities
California
$364K +$22.7K +240 +7%
CB
308
Commerce Bank
Missouri
$358K +$60.8K +642 +23%
B
309
BancorpSouth
Mississippi
$356K +$10.6K +112 +3%
FNBT
310
FineMark National Bank & Trust
Florida
$354K +$321K +3,384 New
JFA
311
JNBA Financial Advisors
Minnesota
$353K – – –
TAF
312
Tredje AP-fonden
Sweden
$348K +$203K +2,140 +180%
Robeco Institutional Asset Management
313
Robeco Institutional Asset Management
Netherlands
$346K -$76.2K -804 -20%
FB
314
Fulton Bank
Pennsylvania
$339K -$102K -1,073 -25%
CAN
315
Cetera Advisor Networks
California
$336K -$21.5K -227 -7%
CTC
316
Central Trust Company
Missouri
$334K -$47.4K -500 -14%
WBC
317
Westpac Banking Corp
Australia
$332K -$13.9K -147 -4%
GLA
318
Great Lakes Advisors
Illinois
$323K -$4.83K -51 -2%
MCIM
319
Meadow Creek Investment Management
Georgia
$323K +$30.3K +320 +12%
PWAG
320
Polaris Wealth Advisory Group
California
$314K – – –
BCM
321
Bayesian Capital Management
New York
$314K +$284K +3,000 New
MWNA
322
Marshall Wace North America
New York
$310K -$2.03M -21,442 -88%
AFA
323
Abacus FCF Advisors
Florida
$309K +$279K +2,950 New
FIM
324
Freedom Investment Management
Connecticut
$306K -$187K -1,969 -40%
UCFA
325
United Capital Financial Advisors
Texas
$304K -$15.8K -167 -5%
11 12
13
14 15

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.