We are live on ! Find out more
PII icon

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
MCM
401
Mazama Capital Management
Oregon
$47K -$1.13M -8,366 -96%
BBHC
402
Brown Brothers Harriman & Co
New York
$43K +$20.6K +153 +101%
BPBT
403
Boston Private Bank & Trust
Massachusetts
$43K +$28.3K +210 +210%
SAMC
404
Shinko Asset Management Company
Japan
$42K – – –
MA
405
MCF Advisors
Kentucky
$32K +$27K +200 +625%
ST
406
Spot Trading
Illinois
$31K +$29.7K +220 New
DADC
407
D.A. Davidson & Co
Montana
$28K +$9.85K +73 +51%
Manulife (Manufacturers Life Insurance)
408
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.9K +$12M +89,297 +93%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$25K +$17.3K +128 +242%
GAM
410
Gemmer Asset Management
California
$20K +$19.6K +145 New
MAM
411
Mizuho Asset Management
Japan
$19K – – –
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$3.91K +29 +31%
WCBA
413
Weaver C. Barksdale & Associates
Tennessee
$16K -$130K -966 -89%
AW
414
Alpha Windward
Massachusetts
$11K – – –
PCM
415
Prelude Capital Management
New York
$8K -$25.6K -190 -76%
HCC
416
Hirtle Callaghan & Co
Pennsylvania
$7K – – –
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
PFSC
418
Peoples Financial Services Corp
Pennsylvania
$5K – – –
KCPG
419
Kavar Capital Partners Group
Kansas
$3K – – –
CFA
420
Carroll Financial Associates
North Carolina
$3K +$2.83K +21 New
M&T Bank
421
M&T Bank
New York
$2K +$1.75K +13 New
MIM
422
Macroview Investment Management
Maryland
$2K +$1.89K +14 New
CAW
423
Cornerstone Advisors (Washington)
Washington
$1K – – –
GGPS
424
Gary Goldberg Planning Services
New York
$1K +$540 +4 New
PAS
425
Partnervest Advisory Services
California
$1K +$944 +7 New
15 16
17
18 19

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.