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Polaris
PII

473 hedge funds and large institutions have $4.76B invested in Polaris in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $30.7M

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $4.12B → $4.76B (+$642M)

8% more funds holding

Funds holding: 440 → 473 (+33)

0.1% more ownership

Funds ownership: 76.71% → 76.8% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

Holders
473
Holders Change
+33
Holders Change %
+7.5%
% of All Funds
9.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
154
Reduced
154
Closed
40
Calls
$94.5M
Puts
$30.7M
Net Calls
+$63.8M
Net Calls Change
-$5.84M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$44.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$28.8M
3
Goldman Sachs
Goldman Sachs
New York
+$27.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$19M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$80.2M
2
IP
Interval Partners
New York
-$39.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$37.5M
4
Invesco
Invesco
Georgia
-$26.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
326
Hilltop Holdings
Texas
$294K -$12.9K -133 -4%
SCM
327
Stevens Capital Management
Pennsylvania
$293K -$603K -6,212 -68%
VWM
328
Venturi Wealth Management
Texas
$290K -$3.88K -40 -1%
TFS
329
Thoroughbred Financial Services
Tennessee
$287K -$2.13K -22 -0.8%
VNA
330
Valley National Advisers
Pennsylvania
$286K -$24.2K -249 -8%
PWAG
331
Polaris Wealth Advisory Group
California
$283K – – –
Allianz Asset Management
332
Allianz Asset Management
Germany
$279K -$11.9K -123 -4%
CCM
333
Cadence Capital Management
Massachusetts
$279K -$9.22K -95 -3%
S
334
Seeyond
France
$271K – – –
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$271K – – –
EB
336
Eastern Bank
Massachusetts
$264K – – –
FIB
337
First Interstate Bank
Montana
$264K – – –
FFG
338
Fortem Financial Group
California
$264K – – –
SWP
339
Stratos Wealth Partners
Ohio
$260K -$2.33K -24 -0.9%
TSWM
340
Triangle Securities Wealth Management
North Carolina
$260K – – –
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$258K – – –
DADC
342
D.A. Davidson & Co
Montana
$251K -$859K -8,852 -78%
SAM
343
Shell Asset Management
Netherlands
$251K -$111K -1,146 -32%
Neuberger Berman Group
344
Neuberger Berman Group
New York
$249K +$3.88K +40 +2%
TC
345
TownSquare Capital
Utah
$245K +$34.7K +358 +17%
RJT
346
Raymond James Trust
Florida
$244K -$63.2K -651 -21%
WC
347
Whitnell & Co
Illinois
$244K – – –
BOH
348
Bank of Hawaii
Hawaii
$244K +$233K +2,400 New
CEP
349
Chicago Equity Partners
Illinois
$244K +$233K +2,400 New
NFG
350
Next Financial Group
Texas
$241K +$216K +2,221 +1,481%
12 13
14
15 16

PII Hedge Fund Activity: Q4 2019 in Review

473 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2019, worth a combined $4.76B — up 16% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PII positions and 40 closed out — a net gain of 43 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $44.8M. The largest seller was Citadel Advisors, cutting an estimated $80.2M.

  • 473 institutional investors held Polaris (PII) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $4.76B of Polaris stock for Q4 2019, up 16% quarter-over-quarter.
  • 83 funds opened new Polaris positions in Q4 2019 and 40 closed out, a net change of +43 holders.
  • The largest Polaris buyer in Q4 2019 was Renaissance Technologies, an estimated $44.8M added.
  • The largest Polaris seller in Q4 2019 was Citadel Advisors, an estimated $80.2M sold.

Based on aggregated 13F filings for Q4 2019.