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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
FA
326
FDx Advisors
Illinois
$814K -$200K -1,335 -20%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$811K +$124K +825 +18%
EGM
328
Engineers Gate Manager
New York
$786K +$780K +5,200 New
LCM
329
Landscape Capital Management
New Jersey
$786K +$780K +5,200 New
AG
330
Algert Global
California
$779K +$772K +5,150 New
WAM
331
World Asset Management
Michigan
$763K -$120K -798 -14%
CWM
332
Calamos Wealth Management
Illinois
$760K -$12K -80 -2%
PSC
333
Piper Sandler & Co
Minnesota
$756K +$750K +5,000 New
MCM
334
MAI Capital Management
Ohio
$744K -$9K -60 -1%
ST
335
Spinnaker Trust
Maine
$740K – – –
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$718K – – –
WG
337
Winton Group
United Kingdom
$714K -$700K -4,664 -50%
FB
338
Fulton Bank
Pennsylvania
$708K -$32.4K -216 -4%
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$706K -$1.05K -7 -0.1%
OA
340
OFI Advisors
Pennsylvania
$693K -$20.5K -137 -3%
MPI
341
Mairs & Power Inc
Minnesota
$687K – – –
SB
342
Suntrust Banks
Georgia
$686K -$583K -3,887 -46%
HighTower Advisors
343
HighTower Advisors
Illinois
$681K +$74.4K +496 +12%
FNBOH
344
First National Bank of Hutchinson
Kansas
$675K +$14.3K +95 +2%
NA
345
Navellier & Associates
Nevada
$651K -$13.2K -88 -2%
MCM
346
Mazama Capital Management
Oregon
$645K -$546K -3,642 -46%
FMBTD
347
First Midwest Bank Trust Division
Illinois
$626K +$160K +1,070 +35%
FHB
348
First Hawaiian Bank
Hawaii
$622K +$12.4K +83 +2%
FNBOO
349
First National Bank of Omaha
Nebraska
$621K -$16.5K -110 -3%
SI
350
Shaker Investments
Ohio
$616K +$611K +4,075 New
12 13
14
15 16

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.