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Polaris
PII

470 hedge funds and large institutions have $4.69B invested in Polaris in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 132

2.7% more ownership

Funds ownership: 86.04% → 88.74% (+2.7%)

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% more funds holding

Funds holding: 469 → 470 (+1)

11% less capital invested

Capital invested by funds: $5.28B → $4.69B (-$597M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

29% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $48.4M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
12.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
61
Increased
200
Reduced
132
Closed
56
Calls
$34.5M
Puts
$48.4M
Net Calls
-$13.9M
Net Calls Change
-$45M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
American Century Companies
American Century Companies
Missouri
+$75.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.9M
4
Victory Capital Management
Victory Capital Management
Texas
+$43.7M
5
SAM
Southernsun Asset Management
Tennessee
+$41.3M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$124M
2
NC
Nicholas Company
Wisconsin
-$73.8M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$55.3M
4
MCM
Melvin Capital Management
New York
-$41.9M
5
Select Equity Group
Select Equity Group
New York
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
476
RWC Asset Management
United Kingdom
– -$11.3M -114,356 Closed
IP
477
Interval Partners
New York
– -$9.15M -92,900 Closed
SC
478
Shellback Capital
Massachusetts
– -$7.71M -78,333 Closed
Parallax Volatility Advisers
479
Parallax Volatility Advisers
California
– -$5.67M -63,970 Closed
KCM
480
Kennedy Capital Management
Missouri
– -$5.68M -57,678 Closed
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
– -$5.57M -56,555 Closed
CCA
482
Catalyst Capital Advisors
New York
– -$5.19M -52,734 Closed
PVH
483
Psagot Value Holdings
Israel
– -$4.79M -48,610 Closed
AI
484
Analytic Investors
California
– -$4.03M -40,899 Closed
ECP
485
Elk Creek Partners
Colorado
– -$3.1M -31,497 Closed
Los Angeles Capital Management
486
Los Angeles Capital Management
California
– -$3.09M -31,348 Closed
CEI
487
Clark Estates Inc
New York
– -$2.85M -28,900 Closed
AP
488
AHL Partners
United Kingdom
– -$1.96M -19,904 Closed
JIC
489
Johnson Investment Counsel
Ohio
– -$1.4M -14,231 Closed
ERSOT
490
Employees Retirement System of Texas
Texas
– -$1.18M -12,000 Closed
CG
491
Clinton Group
New York
– -$1.08M -10,990 Closed
LWM
492
Lyons Wealth Management
Florida
– -$896K -9,125 Closed
AL
493
Airain Ltd
Guernsey
– -$824K -8,365 Closed
OCAM
494
Onex Canada Asset Management
Ontario, Canada
– -$773K -7,850 Closed
CAS
495
Cue Advisory Services
Arizona
– -$709K -7,198 Closed
DCM
496
Dupont Capital Management
Delaware
– -$699K -7,100 Closed
QSS
497
Quantitative Systematic Strategies
Florida
– -$600K -6,170 Closed
SSA
498
Schonfeld Strategic Advisors
New York
– -$607K -6,161 Closed
CWM
499
Concert Wealth Management
California
– -$592K -6,102 Closed
KJHP
500
K.J. Harrison & Partners
Ontario, Canada
– -$591K -6,000 Closed
18 19
20
21 22

PII Hedge Fund Activity: Q2 2016 in Review

470 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2016, worth a combined $4.69B — down 11% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PII positions and 56 closed out — a net gain of 5 holders — while 200 added to existing stakes and 132 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $102M. The largest seller was Royal London Asset Management, cutting an estimated $124M.

  • 470 institutional investors held Polaris (PII) as of Q2 2016, up from 469 in Q1 2016.
  • Funds reported $4.69B of Polaris stock for Q2 2016, down 11% quarter-over-quarter.
  • 61 funds opened new Polaris positions in Q2 2016 and 56 closed out, a net change of +5 holders.
  • The largest Polaris buyer in Q2 2016 was Capital Research Global Investors, an estimated $102M added.
  • The largest Polaris seller in Q2 2016 was Royal London Asset Management, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2016.