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Polaris
PII

468 hedge funds and large institutions have $5.18B invested in Polaris in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 161 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $42.2M

4% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 161

0.65% less ownership

Funds ownership: 83.16% → 82.51% (-0.65%)

9% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 56

2% less funds holding

Funds holding: 477 → 468 (-9)

19% less capital invested

Capital invested by funds: $6.41B → $5.18B (-$1.23B)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
468
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
51
Increased
167
Reduced
161
Closed
56
Calls
$52.8M
Puts
$42.2M
Net Calls
+$10.6M
Net Calls Change
-$40.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$45.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20.8M
4
SC
Shellback Capital
Massachusetts
+$16.4M
5
State Street
State Street
Massachusetts
+$15.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$59.1M
2
SAM
Southernsun Asset Management
Tennessee
-$37.7M
3
Ameriprise
Ameriprise
Minnesota
-$34.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.3M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
476
Sterling Capital Management
North Carolina
– -$1.42M -11,655 Closed
DCM
477
Dupont Capital Management
Delaware
– -$1.24M -10,133 Closed
Tudor Investment Corp
478
Tudor Investment Corp
Connecticut
– -$994K -8,135 Closed
DCM
479
Driehaus Capital Management
Illinois
– -$927K -7,586 Closed
Brown Advisory
480
Brown Advisory
Maryland
– -$924K -7,562 Closed
Point72 Asset Management
481
Point72 Asset Management
Connecticut
– -$904K -7,400 Closed
BDS
482
Banco de Sabadell
Florida
– -$831K -6,812 Closed
D.E. Shaw & Co
483
D.E. Shaw & Co
New York
– -$715K -6,405 Closed
ANI
484
American National Insurance
Texas
– -$733K -6,000 Closed
VI
485
Versor Investments
New York
– -$688K -5,631 Closed
CCIA
486
Campbell & Co Investment Adviser
Maryland
– -$660K -5,400 Closed
B
487
Barings
North Carolina
– -$560K -4,580 Closed
TCM
488
Teza Capital Management
Illinois
– -$547K -4,475 Closed
FNBT
489
FineMark National Bank & Trust
Florida
– -$456K -3,729 Closed
N
490
Natixis
France
– -$345K -2,825 Closed
SS
491
Simplicity Solutions
Minnesota
– -$335K -2,738 Closed
CRC
492
Curi RMB Capital
Illinois
– -$324K -2,653 Closed
PMG
493
ProVise Management Group
Florida
– -$300 -2,455 Closed
PMFA
494
Plante Moran Financial Advisors
Michigan
– -$250K -2,048 Closed
GC
495
Gratus Capital
Georgia
– -$238K -1,950 Closed
SBH
496
Segall Bryant & Hamill
Illinois
– -$236K -1,933 Closed
CI
497
Cigna Investments
Connecticut
– -$229K -1,880 Closed
RI
498
Ridgewood Investments
New Jersey
– -$226K -1,847 Closed
HIMCH
499
Hartford Investment Management Co (HIMCO)
Connecticut
– -$216K -1,770 Closed
KWM
500
Kingsview Wealth Management
Oregon
– -$213K -1,745 Closed
17 18 19
20
21

PII Hedge Fund Activity: Q3 2018 in Review

468 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2018, worth a combined $5.18B — down 19% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PII and 51 opened new positions — a net loss of 5 holders — while 161 trimmed existing stakes and 167 added.

The largest buyer was Wellington Management Group, adding an estimated $45.1M. The largest seller was Artisan Partners, exiting entirely with an estimated $59.1M sold.

  • 468 institutional investors held Polaris (PII) as of Q3 2018, down from 477 in Q2 2018.
  • Funds reported $5.18B of Polaris stock for Q3 2018, down 19% quarter-over-quarter.
  • 51 funds opened new Polaris positions in Q3 2018 and 56 closed out, a net change of -5 holders.
  • The largest Polaris buyer in Q3 2018 was Wellington Management Group, an estimated $45.1M added.
  • The largest Polaris seller in Q3 2018 was Artisan Partners, an estimated $59.1M sold.

Based on aggregated 13F filings for Q3 2018.