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Polaris
PII

498 hedge funds and large institutions have $8.3B invested in Polaris in 2014 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 182 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

11% more funds holding

Funds holding: 448 → 498 (+50)

10% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 165

6% more capital invested

Capital invested by funds: $7.82B → $8.3B (+$476M)

3.64% more ownership

Funds ownership: 79.03% → 82.67% (+3.6%)

65% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $104M

Holders
498
Holders Change
+50
Holders Change %
+11.16%
% of All Funds
13.28%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
94
Increased
182
Reduced
165
Closed
36
Calls
$36.4M
Puts
$104M
Net Calls
-$68M
Net Calls Change
-$19.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.9M
2
TCM
TimesSquare Capital Management
New York
+$67.8M
3
Wells Fargo
Wells Fargo
California
+$64.9M
4
ARC
Absolute Return Capital
Massachusetts
+$64.8M
5
William Blair & Company
William Blair & Company
Illinois
+$52.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$79.8M
2
DCM
Discovery Capital Management
Connecticut
-$42.1M
3
AC
Ascend Capital
California
-$41.3M
4
SAM
Southernsun Asset Management
Tennessee
-$30M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
376
Old National Bancorp
Indiana
$412K +$30.1K +201 +8%
Tudor Investment Corp
377
Tudor Investment Corp
Connecticut
$408K +$405K +2,700 New
PAM
378
Princeton Alpha Management
New Jersey
$403K +$400K +2,667 New
VKH
379
Virtu KCG Holdings
New York
$400K +$25.3K +169 +7%
EB
380
Eastern Bank
Massachusetts
$393K – – –
AF
381
Affiance Financial
Minnesota
$393K +$390K +2,600 New
BG
382
Bahl & Gaynor
Ohio
$391K -$16.5K -110 -4%
1832 Asset Management
383
1832 Asset Management
Ontario, Canada
$389K -$8.32M -55,445 -96%
PG
384
PEAK6 Group
Illinois
$382K +$378K +2,523 New
ACM
385
Aviance Capital Management
Florida
$381K -$66.9K -446 -15%
RJT
386
Raymond James Trust
Florida
$379K -$88.5K -590 -19%
V
387
Veritable
Delaware
$378K -$84.3K -562 -18%
EMG
388
Ellington Management Group
Connecticut
$378K +$375K +2,500 New
GCA
389
Gideon Capital Advisors
New York
$372K +$369K +2,460 New
WC
390
Whitnell & Co
Illinois
$363K – – –
CIM
391
Calvert Investment Management
Maryland
$363K +$26.1K +174 +8%
QC
392
Quadrature Capital
United Kingdom
$363K +$360K +2,401 New
GGHC
393
Gilder Gagnon Howe & Co
New York
$353K +$350K +2,332 New
AIA
394
Avalon Investment & Advisory
Texas
$353K +$351K +2,337 New
GI
395
GAMCO Investors
Connecticut
$348K – – –
SAM
396
Silvercrest Asset Management
New York
$333K -$45K -300 -12%
HIMCH
397
Hartford Investment Management Co (HIMCO)
Connecticut
$331K -$366K -2,442 -53%
HNB
398
Huntington National Bank
Ohio
$324K +$8.25K +55 +3%
JWM
399
Jackson Wealth Management
Florida
$323K +$320K +2,133 New
CA
400
Cetera Advisors
Colorado
$312K +$750 +5 +0.2%
14 15
16
17 18

PII Hedge Fund Activity: Q4 2014 in Review

498 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2014, worth a combined $8.3B — up 6.1% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PII positions and 36 closed out — a net gain of 58 holders — while 182 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.9M. The largest seller was Citadel Advisors, cutting an estimated $79.8M.

  • 498 institutional investors held Polaris (PII) as of Q4 2014, up from 448 in Q3 2014.
  • Funds reported $8.3B of Polaris stock for Q4 2014, up 6.1% quarter-over-quarter.
  • 94 funds opened new Polaris positions in Q4 2014 and 36 closed out, a net change of +58 holders.
  • The largest Polaris buyer in Q4 2014 was Fidelity Investments, an estimated $78.9M added.
  • The largest Polaris seller in Q4 2014 was Citadel Advisors, an estimated $79.8M sold.

Based on aggregated 13F filings for Q4 2014.