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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
Macquarie Group
326
Macquarie Group
Australia
$433K – – –
JIP
327
Jaffetilchin Investment Partners
Florida
$430K -$331K -2,455 -44%
WT
328
Wilmington Trust
Delaware
$428K -$519K -3,850 -56%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$424K +$26.3K +195 +7%
JG
330
Jefferies Group
New York
$422K +$105K +775 +35%
MSR
331
Main Street Research
Connecticut
$420K – – –
AI
332
Atria Investments
North Carolina
$416K +$5.94K +44 +2%
DCM
333
Dynamic Capital Management
Jersey
$416K +$401K +2,975 New
BF
334
BOK Financial
Oklahoma
$412K -$53.3K -395 -12%
CTC
335
Central Trust Company
Missouri
$410K -$12.3K -91 -3%
BFEC
336
Benjamin F. Edwards & Company
Missouri
$405K +$13.1K +97 +3%
Jane Street
337
Jane Street
New York
$391K +$377K +2,798 New
EB
338
Eastern Bank
Massachusetts
$363K – – –
AL
339
Airain Ltd
Guernsey
$360K +$348K +2,580 New
TD Asset Management
340
TD Asset Management
Ontario, Canada
$349K -$135K -1,000 -29%
ONB
341
Old National Bancorp
Indiana
$342K +$330K +2,448 New
HNB
342
Huntington National Bank
Ohio
$337K -$14.7K -109 -4%
WC
343
Whitnell & Co
Illinois
$335K – – –
GAM
344
Gotham Asset Management
New York
$333K +$322K +2,384 New
RJT
345
Raymond James Trust
Florida
$319K +$4.99K +37 +2%
WIS
346
Wright Investors Service
Connecticut
$318K +$307K +2,275 New
Jennison Associates
347
Jennison Associates
New York
$317K +$306K +2,270 New
NG
348
NatWest Group
United Kingdom
$291K +$13.5K +100 +5%
SCM
349
Sterling Capital Management
North Carolina
$287K +$12.3K +91 +5%
IC
350
IKOS CIF
Cyprus
$284K +$224K +1,661 +464%
12 13
14
15 16

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.