We are live on ! Find out more
PII icon

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
Barrow, Hanley, Mewhinney & Strauss
376
Barrow, Hanley, Mewhinney & Strauss
Texas
$23K – – –
CFA
377
Camarda Financial Advisors
Florida
$20K – – –
SMG
378
Spectrum Management Group
Indiana
$19K +$17.1K +180 New
GWM
379
Geneos Wealth Management
Colorado
$18K – – –
GT
380
Glenmede Trust
Pennsylvania
$18K +$15.8K +167 +2,783%
CFD
381
Creative Financial Designs
Indiana
$17K – – –
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
GAM
383
Gemmer Asset Management
California
$12K – – –
HCC
384
Hirtle Callaghan & Co
Pennsylvania
$12K – – –
CBOA
385
Commonwealth Bank of Australia
Australia
$10K -$56.8K -600 -86%
NFG
386
Next Financial Group
Texas
$10K -$47.4K -500 -83%
BWM
387
Baystate Wealth Management
Massachusetts
$10K – – –
CB
388
Community Bank
New York
$10K – – –
PA
389
Parallel Advisors
California
$10K – – –
AssetMark Inc
390
AssetMark Inc
California
$9K -$1.71K -18 -17%
CLOS
391
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
WIM
392
Westside Investment Management
California
$8.52K – – –
LF
393
Lee Financial
Texas
$8K – – –
SIAS
394
Shine Investment Advisory Services
Colorado
$8K – – –
ZB
395
Zions Bancorporation
Utah
$8K – – –
PFBT
396
Parkside Financial Bank & Trust
Missouri
$7K +$6.35K +67 New
Canada Pension Plan Investment Board
397
Canada Pension Plan Investment Board
Ontario, Canada
$6K -$223K -2,359 -98%
DVM
398
Dreman Value Management
Florida
$6K – – –
QCG
399
Quadrant Capital Group
Ohio
$6K +$2.56K +27 +51%
CHC
400
City Holding Co
West Virginia
$6K +$5.21K +55 New
14 15
16
17 18

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.