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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
1IC
351
1919 Investment Counsel
Maryland
$280K – – –
SFP
352
Santa Fe Partners
New Mexico
$279K +$269K +1,994 New
DL
353
Delta Lloyd
Netherlands
$278K – – –
GF
354
Gerstein Fisher
New York
$271K -$655K -4,858 -71%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$268K +$140K +1,035 +118%
LCOV
356
London Company of Virginia
Virginia
$265K +$256K +1,900 New
GLA
357
Great Lakes Advisors
Illinois
$255K +$19.6K +145 +9%
DILH
358
Dai-ichi Life Holdings
Japan
$251K -$52.8K -391 -18%
PAM
359
Palisade Asset Management
Minnesota
$251K – – –
WTIM
360
Wilmington Trust Investment Management
Delaware
$251K +$243K +1,800 New
ZIM
361
Zacks Investment Management
Illinois
$248K -$282K -2,089 -54%
CCM
362
Coldstream Capital Management
Washington
$245K +$1.89K +14 +0.8%
CPO
363
Cerity Partners OCIO
New York
$240K +$135 +1 +0.1%
RNS
364
Robert N. Shapiro
$234K +$23.6K +175 +12%
CCMG
365
Clark Capital Management Group
Pennsylvania
$228K -$1.42M -10,557 -87%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$224K – – –
KFS
367
KMS Financial Services
Washington
$223K -$809 -6 -0.4%
MFS
368
MSI Financial Services
Massachusetts
$222K -$2.83K -21 -1%
HIS
369
Horizon Investment Services
Indiana
$222K +$223K +1,650 New
WPW
370
Waldron Private Wealth
Pennsylvania
$215K +$4.18K +31 +2%
BFIC
371
Bedell Frazier Investment Counselling
California
$211K – – –
BC
372
Bartlett & Co
Ohio
$210K -$20.2K -150 -9%
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$210K – – –
BRWM
374
B. Riley Wealth Management
Tennessee
$207K +$200K +1,482 New
LIA
375
LS Investment Advisors
Michigan
$197K – – –
13 14
15
16 17

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.