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Polaris
PII

473 hedge funds and large institutions have $4.76B invested in Polaris in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $30.7M

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $4.12B → $4.76B (+$642M)

8% more funds holding

Funds holding: 440 → 473 (+33)

0.1% more ownership

Funds ownership: 76.71% → 76.8% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

Holders
473
Holders Change
+33
Holders Change %
+7.5%
% of All Funds
9.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
154
Reduced
154
Closed
40
Calls
$94.5M
Puts
$30.7M
Net Calls
+$63.8M
Net Calls Change
-$5.84M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$44.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$28.8M
3
Goldman Sachs
Goldman Sachs
New York
+$27.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$19M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$80.2M
2
IP
Interval Partners
New York
-$39.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$37.5M
4
Invesco
Invesco
Georgia
-$26.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
451
Vectors Research Management
New York
$4K – – –
JSC
452
Jackson Square Capital
California
$4K +$3.88K +40 New
OPS
453
Orion Portfolio Solutions
Nebraska
$4K +$4.27K +44 New
EARNEST Partners
454
EARNEST Partners
Georgia
$3K – – –
GT
455
Glenmede Trust
Pennsylvania
$3K – – –
S
456
SignatureFD
Georgia
$3K +$1.46K +15 +83%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$3K +$2.81K +29 New
CFA
458
Carroll Financial Associates
North Carolina
$2K – – –
HGWM
459
Harvest Group Wealth Management
Massachusetts
$2K – – –
MA
460
MCF Advisors
Kentucky
$2K – – –
TL
461
TrueWealth LLC
Georgia
$2K – – –
CI
462
Cordant Inc
Oregon
$2K +$2.23K +23 New
SIC
463
Samalin Investment Counsel
New York
$2K +$2.23K +23 New
AAM
464
Advisors Asset Management
Colorado
$1K -$60.9K -628 -99%
GI
465
Gradient Investments
Minnesota
$1K -$14K -144 -92%
CI
466
CX Institutional
Indiana
$1K -$1.75K -18 -56%
BCA
467
Berman Capital Advisors
Georgia
$1K – – –
LC
468
Lindbrook Capital
California
$1K – – –
VCM
469
Versant Capital Management
Arizona
$1K +$388 +4 +67%
CYG
470
Clean Yield Group
Vermont
$1K +$873 +9 New
TI
471
tru Independence
Oregon
$1K +$1.84K +19 New
FDCDDQ
472
Federation des caisses Desjardins du Quebec
Quebec, Canada
$814 -$19.4K -200 -96%
FP
473
Financial Perspectives
Minnesota
$814 +$776 +8 New
Balyasny Asset Management
474
Balyasny Asset Management
Illinois
– -$37.5M -426,498 Closed
Millennium Management
475
Millennium Management
New York
– -$9.24M -105,055 Closed
17 18
19
20 21

PII Hedge Fund Activity: Q4 2019 in Review

473 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2019, worth a combined $4.76B — up 16% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PII positions and 40 closed out — a net gain of 43 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $44.8M. The largest seller was Citadel Advisors, cutting an estimated $80.2M.

  • 473 institutional investors held Polaris (PII) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $4.76B of Polaris stock for Q4 2019, up 16% quarter-over-quarter.
  • 83 funds opened new Polaris positions in Q4 2019 and 40 closed out, a net change of +43 holders.
  • The largest Polaris buyer in Q4 2019 was Renaissance Technologies, an estimated $44.8M added.
  • The largest Polaris seller in Q4 2019 was Citadel Advisors, an estimated $80.2M sold.

Based on aggregated 13F filings for Q4 2019.