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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
WHG
426
Westwood Holdings Group
Texas
– -$64.6M -443,902 Closed
Massachusetts Financial Services
427
Massachusetts Financial Services
Massachusetts
– -$47.9M -328,728 Closed
WCM
428
Wedge Capital Management
North Carolina
– -$47.7M -327,525 Closed
CCI
429
Columbus Circle Investors
– -$24.3M -166,766 Closed
Fidelity International
430
Fidelity International
Bermuda
– -$15.4M -105,900 Closed
QBFM
431
QS Batterymarch Financial Management
New York
– -$14.2M -97,600 Closed
CEP
432
Chicago Equity Partners
Illinois
– -$6.62M -45,425 Closed
Nomura Holdings
433
Nomura Holdings
Japan
– -$3.13M -21,535 Closed
CO
434
Caldwell & Orkin
Georgia
– -$3.04M -20,900 Closed
FQ
435
First Quadrant
California
– -$2.24M -15,400 Closed
ICRM
436
Insight Capital Research & Management
California
– -$1.76M -12,111 Closed
DC
437
Deere & Company
Illinois
– -$1.58M -10,883 Closed
CAL
438
Capital Analysts LLC
Pennsylvania
– -$1.54M -10,559 Closed
MCM
439
Moore Capital Management
New York
– -$1.46M -10,000 Closed
HMS
440
Hanseatic Management Services
New Mexico
– -$1.38M -9,460 Closed
ARC
441
Absolute Return Capital
Massachusetts
– -$1.34M -9,180 Closed
RFC
442
Regions Financial Corp
Alabama
– -$1.28M -8,777 Closed
STC
443
SEI Trust Company
Pennsylvania
– -$976K -6,700 Closed
WMSA
444
Weiss Multi-Strategy Advisers
New York
– -$967K -6,640 Closed
Walleye Trading
445
Walleye Trading
New York
– -$773K -5,729 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
446
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$801K -5,500 Closed
USAA
447
United Services Automobile Association
Texas
– -$799K -5,489 Closed
CANY
448
Caxton Associates (New York)
New York
– -$653K -4,483 Closed
SCM
449
Stevens Capital Management
Pennsylvania
– -$632K -4,340 Closed
CIBC World Market
450
CIBC World Market
Ontario, Canada
– -$604K -4,147 Closed
16 17
18
19 20

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.