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Polaris
PII

468 hedge funds and large institutions have $5.18B invested in Polaris in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 161 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $42.2M

4% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 161

0.65% less ownership

Funds ownership: 83.16% → 82.51% (-0.65%)

9% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 56

2% less funds holding

Funds holding: 477 → 468 (-9)

19% less capital invested

Capital invested by funds: $6.41B → $5.18B (-$1.23B)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
468
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
51
Increased
167
Reduced
161
Closed
56
Calls
$52.8M
Puts
$42.2M
Net Calls
+$10.6M
Net Calls Change
-$40.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$45.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20.8M
4
SC
Shellback Capital
Massachusetts
+$16.4M
5
State Street
State Street
Massachusetts
+$15.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$59.1M
2
SAM
Southernsun Asset Management
Tennessee
-$37.7M
3
Ameriprise
Ameriprise
Minnesota
-$34.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.3M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K – – –
CBOA
427
Commonwealth Bank of Australia
Australia
$10K – – –
LF
428
Lee Financial
Texas
$10K – – –
KTC
429
Kistler-Tiffany Companies
Pennsylvania
$10K +$5.47K +49 +98%
NFG
430
Next Financial Group
Texas
$10K +$11.2K +100 New
WCM
431
Whitener Capital Management
North Carolina
$10K +$11.2K +100 New
CLOS
432
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
SIAS
433
Shine Investment Advisory Services
Colorado
$9K – – –
VFA
434
Valeo Financial Advisors
Indiana
$9K – – –
WIM
435
Westside Investment Management
California
$8.35K -$112 -1 -1%
LA
436
Legacy Advisors
Pennsylvania
$8K – – –
QCG
437
Quadrant Capital Group
Ohio
$8K – – –
SF
438
Synovus Financial
Georgia
$8K – – –
ME
439
McIlrath & Eck
Washington
$8K +$8.93K +80 New
S
440
SignatureFD
Georgia
$7K -$3.69K -33 -33%
CHC
441
City Holding Co
West Virginia
$6K – – –
JWA
442
JFS Wealth Advisors
Pennsylvania
$6K – – –
CMBA
443
C.M. Bidwell & Associates
Hawaii
$5K – – –
MA
444
MUFG Americas
New York
$5K – – –
PFBT
445
Parkside Financial Bank & Trust
Missouri
$5K +$5.58K +50 New
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
SWMG
447
Signature Wealth Management Group
Georgia
$4K – – –
TWMP
448
Taylor Wealth Management Partners
Massachusetts
$4K – – –
JA
449
JOYN Advisors
Georgia
$4K +$1.45K +13 +50%
EARNEST Partners
450
EARNEST Partners
Georgia
$3K – – –
16 17
18
19 20

PII Hedge Fund Activity: Q3 2018 in Review

468 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2018, worth a combined $5.18B — down 19% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PII and 51 opened new positions — a net loss of 5 holders — while 161 trimmed existing stakes and 167 added.

The largest buyer was Wellington Management Group, adding an estimated $45.1M. The largest seller was Artisan Partners, exiting entirely with an estimated $59.1M sold.

  • 468 institutional investors held Polaris (PII) as of Q3 2018, down from 477 in Q2 2018.
  • Funds reported $5.18B of Polaris stock for Q3 2018, down 19% quarter-over-quarter.
  • 51 funds opened new Polaris positions in Q3 2018 and 56 closed out, a net change of -5 holders.
  • The largest Polaris buyer in Q3 2018 was Wellington Management Group, an estimated $45.1M added.
  • The largest Polaris seller in Q3 2018 was Artisan Partners, an estimated $59.1M sold.

Based on aggregated 13F filings for Q3 2018.