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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
TI
501
Trexquant Investment
Connecticut
– -$554K -5,627 Closed
OAC
502
OMERS Administration Corp
Ontario, Canada
– -$502K -5,100 Closed
JIM
503
Jensen Investment Management
Oregon
– -$438K -4,450 Closed
NIT
504
NumerixS Investment Technologies
British Columbia, Canada
– -$364K -3,700 Closed
SFM
505
Signet Financial Management
New Jersey
– -$355K -3,604 Closed
BUB
506
BBVA USA Bancshares
Texas
– -$311K -3,154 Closed
William Blair & Company
507
William Blair & Company
Illinois
– -$301K -3,061 Closed
Tudor Investment Corp
508
Tudor Investment Corp
Connecticut
– -$290K -2,940 Closed
ECM
509
Element Capital Management
New York
– -$288K -2,924 Closed
GIM
510
Groesbeck Investment Management
New Jersey
– -$280K -2,845 Closed
D.E. Shaw & Co
511
D.E. Shaw & Co
New York
– -$231K -2,603 Closed
B
512
BancorpSouth
Mississippi
– -$248K -2,523 Closed
NGA
513
Naples Global Advisors
Florida
– -$229K -2,328 Closed
FRM
514
Fox Run Management
Connecticut
– -$227K -2,300 Closed
BF
515
BOK Financial
Oklahoma
– -$223K -2,263 Closed
SYBT
516
Stock Yards Bank & Trust
Kentucky
– -$223K -2,262 Closed
RFC
517
Regions Financial Corp
Alabama
– -$212K -2,151 Closed
NIA
518
Northstar Investment Advisors
Colorado
– -$208K -2,108 Closed
HNB
519
Huntington National Bank
Ohio
– -$176K -1,981 -99%
SO
520
STRS Ohio
Ohio
– -$141K -1,434 Closed
LOAMS
521
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$117K -1,185 Closed
PFBT
522
Parkside Financial Bank & Trust
Missouri
– -$49K -500 Closed
PHK
523
Point72 Hong Kong
Hong Kong
– -$19K -198 Closed
CCM
524
Cupps Capital Management
Illinois
– -$1K -18 Closed
CAW
525
Cornerstone Advisors (Washington)
Washington
– -$2K -17 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.