Polaris
468 hedge funds and large institutions have $5.18B invested in Polaris in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 161 reducing their positions, and 56 closing their positions.
25% more call options, than puts
Call options by funds: $52.8M | Put options by funds: $42.2M
4% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 161
0.65% less ownership
Funds ownership: 83.16% → 82.51% (-0.65%)
9% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 56
2% less funds holding
Funds holding: 477 → 468 (-9)
19% less capital invested
Capital invested by funds: $6.41B → $5.18B (-$1.23B)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
Top Sellers
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$59.1M |
| 2 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$37.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.3M |
| 5 |
Goldman Sachs
New York
|
-$17.4M |
PII Hedge Fund Activity: Q3 2018 in Review
468 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2018, worth a combined $5.18B — down 19% from $6.41B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of PII and 51 opened new positions — a net loss of 5 holders — while 161 trimmed existing stakes and 167 added.
The largest buyer was Wellington Management Group, adding an estimated $45.1M. The largest seller was Artisan Partners, exiting entirely with an estimated $59.1M sold.
- 468 institutional investors held Polaris (PII) as of Q3 2018, down from 477 in Q2 2018.
- Funds reported $5.18B of Polaris stock for Q3 2018, down 19% quarter-over-quarter.
- 51 funds opened new Polaris positions in Q3 2018 and 56 closed out, a net change of -5 holders.
- The largest Polaris buyer in Q3 2018 was Wellington Management Group, an estimated $45.1M added.
- The largest Polaris seller in Q3 2018 was Artisan Partners, an estimated $59.1M sold.
Based on aggregated 13F filings for Q3 2018.