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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
SI
376
Stephens Inc
Arkansas
$195K +$3.1K +23 +2%
WA
377
WFG Advisors
Texas
$170K -$12.7K -94 -7%
GH
378
GAM Holding
Switzerland
$154K – – –
OMCS
379
Old Mutual Customised Solutions
South Africa
$154K – – –
Fuller & Thaler Asset Management
380
Fuller & Thaler Asset Management
California
$140K -$40.5K -300 -23%
WEC
381
Winslow Evans & Crocker
Massachusetts
$140K – – –
CLOS
382
Compagnie Lombard Odier SCmA
Switzerland
$138K – – –
QT
383
Quantbot Technologies
New York
$137K +$133K +987 New
SSB
384
Sandy Spring Bank
Maryland
$127K +$2.16K +16 +2%
MCM
385
Munder Capital Management
Michigan
$123K -$5.67M -42,005 -98%
DA
386
Dunvegan Associates
California
$119K +$115K +849 New
RFS
387
Rockefeller Financial Services
New York
$112K +$108K +800 New
TF
388
Tompkins Financial
New York
$105K +$25.8K +191 +34%
Bessemer Group
389
Bessemer Group
New Jersey
$104K – – –
TCOV
390
Trust Company of Vermont
Vermont
$98K -$67.5K -500 -42%
WRM
391
Westport Resources Management
Connecticut
$87K – – –
GT
392
Glenmede Trust
Pennsylvania
$84K -$115K -855 -58%
NES
393
New England Securities
New York
$83K +$50.2K +372 +169%
FNBT
394
FineMark National Bank & Trust
Florida
$82K +$4.72K +35 +6%
PTC
395
Private Trust Company
Ohio
$81K -$25.9K -192 -25%
FHA
396
First Horizon Advisors
Tennessee
$77K +$6.75K +50 +10%
TRCT
397
Tower Research Capital (TRC)
New York
$77K +$57.7K +428 +351%
MA
398
MUFG Americas
New York
$74K +$4.18K +31 +6%
PIM
399
Parasol Investment Management
Illinois
$70K – – –
Robeco Institutional Asset Management
400
Robeco Institutional Asset Management
Netherlands
$59K – – –
14 15
16
17 18

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.