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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
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$3K – – –
SFM
452
Signet Financial Management
New Jersey
$3K – – –
ST
453
Smithfield Trust
Pennsylvania
$3K – – –
Bessemer Group
454
Bessemer Group
New Jersey
$3K +$2.79K +25 New
EFSCE
455
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3.24K +29 New
RCAG
456
Rehmann Capital Advisory Group
Michigan
$2.12K – – –
MA
457
MCF Advisors
Kentucky
$2K – – –
TC
458
Trust Company
Kansas
$2K – – –
WA
459
WealthTrust-Arizona
Arizona
$2K +$1.12K +10 +200%
CPIG
460
Chicago Partners Investment Group
Illinois
$2K +$2.23K +20 New
WCAMG
461
Woodard & Company Asset Management Group
North Carolina
$2K +$2.35K +21 New
CAW
462
Cornerstone Advisors (Washington)
Washington
$1K -$670 -6 -33%
VRM
463
Vectors Research Management
New York
$1K +$1.34K +12 New
CAG
464
Csenge Advisory Group
Florida
$1K +$1.45K +13 New
FRA
465
Front Row Advisors
California
$3 – – –
Artisan Partners
466
Artisan Partners
Wisconsin
– -$59.1M -484,122 Closed
MC
467
Maverick Capital
Texas
– -$6.18M -50,570 Closed
LCM
468
Landscape Capital Management
New Jersey
– -$5.05M -41,369 Closed
TI
469
Trexquant Investment
Connecticut
– -$3.6M -29,455 Closed
AII
470
AGF Investments Inc
Ontario, Canada
– -$3.44M -28,129 Closed
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
– -$2.06M -18,442 Closed
JIR
472
James Investment Research
Ohio
– -$2.18M -17,855 Closed
Envestnet Asset Management
473
Envestnet Asset Management
Illinois
– -$1.99M -16,246 Closed
WI
474
WBI Investments
New Jersey
– -$1.91M -15,605 Closed
LCM
475
Laurion Capital Management
New York
– -$1.48M -12,080 Closed
17 18
19
20 21

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.