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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
CMBA
401
C.M. Bidwell & Associates
Hawaii
$5K – – –
MA
402
MUFG Americas
New York
$5K – – –
CCMW
403
Cypress Capital Management (Wyoming)
Wyoming
$5K +$4.74K +50 New
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
PFSC
405
Peoples Financial Services Corp
Pennsylvania
$4K – – –
TWMP
406
Taylor Wealth Management Partners
Massachusetts
$4K – – –
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.37K +25 +167%
FCMT
408
Founders Capital Management (Texas)
Texas
$3K – – –
SBL
409
Sargent Bickham Lagudis
Colorado
$3K – – –
CPA
410
Clear Perspective Advisors
Illinois
$2K -$34.6K -365 -96%
MA
411
MCF Advisors
Kentucky
$2K – – –
NC
412
NewSquare Capital
Pennsylvania
$2K – – –
TC
413
Trust Company
Kansas
$2K – – –
CFA
414
Carroll Financial Associates
North Carolina
$2K +$2.08K +22 New
HNB
415
Huntington National Bank
Ohio
$1K -$24.3K -257 -96%
MCIA
416
Mountain Capital Investment Advisors
Colorado
$1K -$2.84K -30 -75%
AAP
417
Arax Advisory Partners
Colorado
$1K – – –
CAW
418
Cornerstone Advisors (Washington)
Washington
$1K – – –
MWM
419
MinichMacGregor Wealth Management
New York
$1K – – –
WA
420
WealthTrust-Arizona
Arizona
$1K – – –
TWA
421
TCI Wealth Advisors
Arizona
$1K +$1.23K +13 New
PWPCM
422
Perella Weinberg Partners Capital Management
New York
$573 -$451K -4,757 -46%
CWAM
423
Columbia Wanger Asset Management
Illinois
– -$39M -423,061 Closed
Susquehanna International Group
424
Susquehanna International Group
Pennsylvania
– -$6.79M -71,704 Closed
ERIM
425
Eagle Ridge Investment Management
Connecticut
– -$6.17M -66,889 Closed
15 16
17
18 19

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.