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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
BGIM
426
Brandywine Global Investment Management
Pennsylvania
– -$5.24M -56,782 Closed
Victory Capital Management
427
Victory Capital Management
Texas
– -$4.96M -53,721 Closed
PL
428
Perpetual Ltd
Australia
– -$3.65M -39,544 Closed
GEM
429
Global Endowment Management
North Carolina
– -$3.4M -36,900 Closed
Allianz Asset Management
430
Allianz Asset Management
Germany
– -$2.9M -31,613 Closed
BCM
431
Bridgeway Capital Management
Texas
– -$2.36M -25,600 Closed
Baird Financial Group
432
Baird Financial Group
Wisconsin
– -$2.29M -24,833 Closed
LA
433
Lau Associates
Delaware
– -$1.15M -12,455 Closed
FHAM
434
Folger Hill Asset Management
New York
– -$865K -9,375 Closed
Bank of Nova Scotia
435
Bank of Nova Scotia
Ontario, Canada
– -$655K -7,100 Closed
SCA
436
STALEY CAPITAL ADVISERS
Pennsylvania
– -$538K -5,832 Closed
BPM
437
Bronson Point Management
Connecticut
– -$461K -5,000 Closed
Schroder Investment Management Group
438
Schroder Investment Management Group
United Kingdom
– -$431K -4,700 Closed
LCS
439
Levin Capital Strategies
New York
– -$397K -4,305 Closed
GH
440
GAM Holding
Switzerland
– -$344K -3,734 Closed
PSUF
441
People's United Financial
Connecticut
– -$275K -2,980 Closed
NPC
442
National Planning Corporation
California
– -$271K -2,895 Closed
FA
443
FDx Advisors
Illinois
– -$218K -2,366 Closed
WB
444
WesBanco Bank
West Virginia
– -$217K -2,350 Closed
VI
445
Versor Investments
New York
– -$216K -2,344 Closed
PAM
446
Paradigm Asset Management
New York
– -$175K -1,900 Closed
CG
447
Cutler Group
California
– -$171K -1,800 Closed
AIL
448
AGF Investments LLC
Ontario, Canada
– -$131K -1,415 Closed
NA
449
NewEdge Advisors
Louisiana
– -$79K -888 Closed
Group One Trading
450
Group One Trading
Illinois
– -$43.9K -463 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.