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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
WS
401
Wedbush Securities
California
$308K +$15.2K +101 +5%
SI
402
Stephens Inc
Arkansas
$308K +$20.1K +134 +7%
PP
403
Paloma Partners
Connecticut
$301K -$3.42M -22,808 -92%
CC
404
Cipher Capital
New York
$300K +$297K +1,982 New
CCM
405
Coldstream Capital Management
Washington
$293K +$20.7K +138 +8%
AIM
406
Advantage Investment Management
Iowa
$293K +$291K +1,938 New
LCOV
407
London Company of Virginia
Virginia
$287K – – –
DILH
408
Dai-ichi Life Holdings
Japan
$272K – – –
Robeco Institutional Asset Management
409
Robeco Institutional Asset Management
Netherlands
$271K +$124K +825 +86%
FHA
410
First Horizon Advisors
Tennessee
$265K +$207K +1,382 +376%
CCMG
411
Clark Capital Management Group
Pennsylvania
$263K +$20.3K +135 +8%
SEC
412
Seven Eight Capital
New York
$257K +$210K +1,400 +467%
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$243K – – –
Fuller & Thaler Asset Management
414
Fuller & Thaler Asset Management
California
$242K +$15K +100 +7%
BPC
415
Banque Pictet & Cie
Switzerland
$242K +$240K +1,600 New
GF
416
Gerstein Fisher
New York
$239K -$1.65K -11 -0.7%
CCIA
417
Campbell & Co Investment Adviser
Maryland
$237K +$235K +1,567 New
HSA
418
HBK Sorce Advisory
Pennsylvania
$237K +$235K +1,569 New
GIM
419
Groesbeck Investment Management
New Jersey
$235K +$233K +1,555 New
WPW
420
Waldron Private Wealth
Pennsylvania
$228K – – –
SS
421
Simplicity Solutions
Minnesota
$224K +$223K +1,484 New
WA
422
WFG Advisors
Texas
$214K -$5.85K -39 -3%
Daiwa Securities Group
423
Daiwa Securities Group
Japan
$212K -$15K -100 -7%
HC
424
Highmount Capital
New York
$212K – – –
FNB
425
First Niagara Bank
New York
$207K – – –
15 16
17
18 19

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.