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Polaris
PII

440 hedge funds and large institutions have $4.94B invested in Polaris in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

13% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $4.6B → $4.94B (+$346M)

6.62% more ownership

Funds ownership: 87.08% → 93.7% (+6.6%)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% less funds holding

Funds holding: 443 → 440 (-3)

33% less call options, than puts

Call options by funds: $35.6M | Put options by funds: $52.8M

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.17%
New
61
Increased
155
Reduced
150
Closed
54
Calls
$35.6M
Puts
$52.8M
Net Calls
-$17.2M
Net Calls Change
+$20M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$449M
2
KP
Kiltearn Partners
United Kingdom
+$117M
3
CFC
Cincinnati Financial Corp
Ohio
+$65M
4
JHIU
Janus Henderson Investors US
Colorado
+$54M
5
CIM
Confluence Investment Management
Missouri
+$51.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.7M
2
AC
Alleghany Corporation
New York
-$30.9M
3
Credit Agricole
Credit Agricole
France
-$13.5M
4
SAM
Southernsun Asset Management
Tennessee
-$12.6M
5
State Street
State Street
Massachusetts
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
476
Cribstone Capital Management
Maine
– -$69K -800 Closed
PIM
477
Parasol Investment Management
Illinois
– -$41K -500 Closed
TF
478
Tompkins Financial
New York
– -$21K -251 Closed
OC
479
Oakworth Capital
Alabama
– -$19K -220 Closed
DVM
480
Dreman Value Management
Florida
– -$15K -184 Closed
BBHC
481
Brown Brothers Harriman & Co
New York
– -$13K -152 Closed
MS
482
Marshall & Sullivan
Washington
– -$8K -100 Closed
MBT
483
Montecito Bank & Trust
California
– -$8K -100 Closed
PMFA
484
Plante Moran Financial Advisors
Michigan
– -$8K -96 Closed
SEC
485
Seven Eight Capital
New York
– -$8K -94 Closed
EFSCE
486
Enterprise Financial Services Corp (EFSC)
Missouri
– -$6K -72 Closed
SIG
487
Stanford Investment Group
California
– -$5K -55 Closed
EARNEST Partners
488
EARNEST Partners
Georgia
– -$2K -28 Closed
TIM
489
Tortoise Investment Management
New York
– -$2K -20 Closed
TRCT
490
Tower Research Capital (TRC)
New York
– -$1K -14 Closed
PAM
491
Panagora Asset Management
Massachusetts
– -$1K -10 Closed
HCM
492
Herndon Capital Management
Georgia
– -$1K -9 Closed
16 17 18 19
20

PII Hedge Fund Activity: Q1 2017 in Review

440 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2017, worth a combined $4.94B — up 7.5% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PII positions and 54 closed out — a net gain of 7 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $449M. The largest seller was Fidelity Investments, cutting an estimated $70.7M.

  • 440 institutional investors held Polaris (PII) as of Q1 2017, down from 443 in Q4 2016.
  • Funds reported $4.94B of Polaris stock for Q1 2017, up 7.5% quarter-over-quarter.
  • 61 funds opened new Polaris positions in Q1 2017 and 54 closed out, a net change of +7 holders.
  • The largest Polaris buyer in Q1 2017 was BlackRock, an estimated $449M added.
  • The largest Polaris seller in Q1 2017 was Fidelity Investments, an estimated $70.7M sold.

Based on aggregated 13F filings for Q1 2017.