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448 hedge funds and large institutions have $7.82B invested in Polaris in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 161 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

88% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $6.56B → $7.82B (+$1.26B)

6% more funds holding

Funds holding: 424448 (+24)

2.75% more ownership

Funds ownership: 76.28%79.03% (+2.7%)

4% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 167

47% less call options, than puts

Call options by funds: $54.7M | Put options by funds: $103M

Holders
448
Holders Change
+24
Holders Change %
+5.66%
% of All Funds
13%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.2%
New
64
Increased
161
Reduced
167
Closed
34
Calls
$54.7M
Puts
$103M
Net Calls
-$48.7M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Geneva Advisors
Illinois
$58.4M +$15.9M +109,743 +39%
Bank of America
27
Bank of America
North Carolina
$57.8M +$1.24M +8,547 +2%
CNB
28
City National Bank
California
$56.1M +$2.73M +18,876 +5%
Morgan Stanley
29
Morgan Stanley
New York
$55.9M -$2.02M -14,011 -4%
BG
30
BlackRock Group
United Kingdom
$52.1M -$458K -3,168 -0.9%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$51.4M -$479K -3,317 -1%
TCIM
32
TIAA CREF Investment Management
New York
$49.2M -$3.44M -23,785 -7%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$48.9M +$1.88M +13,012 +4%
M2MC
34
Matthew 25 Management Corp
Pennsylvania
$44.3M -$621K -4,300 -1%
VanEck Associates
35
VanEck Associates
New York
$44.3M +$42.7M +295,722 New
KCM
36
Kames Capital Management
United Kingdom
$42.7M -$4.34M -30,064 -10%
DCM
37
Discovery Capital Management
Connecticut
$42.1M -$10.2M -70,500 -20%
AC
38
Ascend Capital
California
$41.3M +$39.9M +275,935 New
UBS AM
39
UBS AM
Illinois
$41.1M -$276K -1,909 -0.7%
AL
40
AJO LP
Pennsylvania
$38.3M -$2.86M -19,810 -7%
CS
41
Credit Suisse
Switzerland
$37.9M +$8.54M +59,111 +30%
Prudential Financial
42
Prudential Financial
New Jersey
$37.2M -$1.95M -13,492 -5%
NAP
43
New Amsterdam Partners
New York
$36.9M +$188K +1,299 +0.5%
JP Morgan Chase
44
JP Morgan Chase
New York
$36.9M +$9.8M +67,800 +38%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$36.8M +$3.36M +23,269 +10%
B
46
Baird
Wisconsin
$35.5M +$941K +6,514 +3%
MAA
47
Managed Account Advisors
New Jersey
$35.4M +$1.29M +8,960 +4%
ClearBridge Investments
48
ClearBridge Investments
New York
$34.7M +$529K +3,658 +2%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$33.7M -$159K -1,100 -0.5%
Fisher Asset Management
50
Fisher Asset Management
Washington
$32.3M +$386K +2,671 +1%

PII Hedge Fund Activity: Q3 2014 in Review

448 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2014, worth a combined $7.82B — up 19% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PII positions and 34 closed out — a net gain of 30 holders — while 161 added to existing stakes and 167 trimmed.

The largest buyer was Wells Fargo, adding an estimated $100M. The largest seller was Norges Bank, cutting an estimated $75M.

  • 448 institutional investors held Polaris (PII) as of Q3 2014, up from 424 in Q2 2014.
  • Funds reported $7.82B of Polaris stock for Q3 2014, up 19% quarter-over-quarter.
  • 64 funds opened new Polaris positions in Q3 2014 and 34 closed out, a net change of +30 holders.
  • The largest Polaris buyer in Q3 2014 was Wells Fargo, an estimated $100M added.
  • The largest Polaris seller in Q3 2014 was Norges Bank, an estimated $75M sold.

Based on aggregated 13F filings for Q3 2014.