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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
TCIM
26
TIAA CREF Investment Management
New York
$57.8M -$833K -6,171 -1%
Morgan Stanley
27
Morgan Stanley
New York
$51.3M -$2.47M -18,287 -5%
BG
28
BlackRock Group
United Kingdom
$49.7M +$18.8M +139,226 +64%
Ameriprise
29
Ameriprise
Minnesota
$49M -$10.5M -78,002 -18%
Deutsche Bank
30
Deutsche Bank
Germany
$47.5M -$2.12M -15,707 -4%
ACM
31
Apex Capital Management
Ohio
$46.9M +$1.81M +13,438 +4%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$46.8M +$2.36M +17,525 +6%
KCM
33
Kames Capital Management
United Kingdom
$44.2M -$1.3M -9,667 -3%
SI
34
Scout Investments
Missouri
$41.8M +$1.77M +13,118 +5%
M2MC
35
Matthew 25 Management Corp
Pennsylvania
$41.1M +$1.21M +9,000 +3%
GC
36
Guggenheim Capital
Illinois
$40.3M +$19.5M +144,765 +101%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$39.4M +$324K +2,400 +0.9%
MCM
38
McKinley Capital Management
Alaska
$39.1M -$114K -848 -0.3%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$38.2M +$36.9M +273,520 New
NAP
40
New Amsterdam Partners
New York
$37.3M -$1.39M -10,293 -4%
GA
41
Geneva Advisors
Illinois
$36.7M +$4.07M +30,168 +13%
UBS AM
42
UBS AM
Illinois
$36.4M +$9.12M +67,612 +35%
MAA
43
Managed Account Advisors
New Jersey
$34.2M -$130K -961 -0.4%
AL
44
AJO LP
Pennsylvania
$33.5M -$2.23M -16,500 -6%
ClearBridge Investments
45
ClearBridge Investments
New York
$31.9M -$4.1M -30,363 -12%
SCA
46
SAC Capital Advisors
Connecticut
$31.8M +$30.5M +225,986 +12,921%
B
47
Baird
Wisconsin
$30.2M +$17.4M +129,212 +149%
CNB
48
City National Bank
California
$29.9M +$7.68M +56,941 +36%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$28.7M -$4.05M -30,010 -13%
Fisher Asset Management
50
Fisher Asset Management
Washington
$28.4M -$575K -4,262 -2%
1
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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.