Polaris
479 hedge funds and large institutions have $4.7B invested in Polaris in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 191 increasing their positions, 149 reducing their positions, and 87 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 149
0.34% more ownership
Funds ownership: 83.66% → 84% (+0.34%)
3% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 87
2% less funds holding
Funds holding: 487 → 479 (-8)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
29% less capital invested
Capital invested by funds: $6.6B → $4.7B (-$1.89B)
81% less call options, than puts
Call options by funds: $35M | Put options by funds: $187M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$94.7M |
| 2 |
GAM
Gotham Asset Management
New York
|
+$76.1M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$50.1M |
| 4 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$42.4M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$84M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$70.7M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$61.7M |
| 4 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$48.3M |
| 5 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$44.7M |
PII Hedge Fund Activity: Q4 2015 in Review
479 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2015, worth a combined $4.7B — down 29% from $6.6B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of PII and 84 opened new positions — a net loss of 3 holders — while 149 trimmed existing stakes and 191 added.
The largest buyer was Southernsun Asset Management, adding an estimated $94.7M. The largest seller was American Century Companies, cutting an estimated $84M.
- 479 institutional investors held Polaris (PII) as of Q4 2015, down from 487 in Q3 2015.
- Funds reported $4.7B of Polaris stock for Q4 2015, down 29% quarter-over-quarter.
- 84 funds opened new Polaris positions in Q4 2015 and 87 closed out, a net change of -3 holders.
- The largest Polaris buyer in Q4 2015 was Southernsun Asset Management, an estimated $94.7M added.
- The largest Polaris seller in Q4 2015 was American Century Companies, an estimated $84M sold.
Based on aggregated 13F filings for Q4 2015.