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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
Nordea Investment Management
351
Nordea Investment Management
Sweden
$178K – – –
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$178K – – –
WAM
353
Wealthspire Advisors (Maryland)
Maryland
$161K -$48K -507 -25%
AIM
354
Advantage Investment Management
Iowa
$156K – – –
TCOV
355
Trust Company of Vermont
Vermont
$126K +$2.46K +26 +2%
LS
356
Livforsakringsbolaget Skandia
Sweden
$124K -$308K -3,255 -73%
NIMI
357
Natixis Investment Managers International
France
$118K -$7.01K -74 -6%
IP
358
Isthmus Partners
Wisconsin
$105K – – –
DZ Bank
359
DZ Bank
Germany
$84K – – –
SO
360
STRS Ohio
Ohio
$77K – – –
EA
361
Edge Advisors
Georgia
$74K -$12.3K -130 -15%
WTB
362
Washington Trust Bank
Washington
$63K +$27.3K +288 +92%
EWM
363
Evercore Wealth Management
New York
$61K – – –
CHP
364
Cable Hill Partners
Oregon
$58K +$52.9K +558 New
FPFS
365
First Personal Financial Services
North Carolina
$57K – – –
WWM
366
Willingdon Wealth Management
North Carolina
$33K +$29.7K +313 New
SFSIG
367
San Francisco Sentry Investment Group
California
$33K +$30.3K +320 New
PCP
368
Proficio Capital Partners
Massachusetts
$31K -$568 -6 -2%
FHA
369
First Horizon Advisors
Tennessee
$27K – – –
WCBA
370
Weaver C. Barksdale & Associates
Tennessee
$26K -$2.84K -30 -11%
AA
371
AlphaMark Advisors
Kentucky
$26K -$947 -10 -4%
TG
372
TLP Group
Illinois
$25K -$402K -4,239 -95%
Bessemer Group
373
Bessemer Group
New Jersey
$25K – – –
YWP
374
YorkBridge Wealth Partners
New York
$24K – – –
BA
375
Bristlecone Advisors
Washington
$24K +$21.3K +225 New
13 14
15
16 17

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.