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Polaris
PII

427 hedge funds and large institutions have $7.25B invested in Polaris in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 153 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 153

5.32% more ownership

Funds ownership: 73.45% → 78.77% (+5.3%)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less funds holding

Funds holding: 431 → 427 (-4)

2% less capital invested

Capital invested by funds: $7.42B → $7.25B (-$177M)

9% less call options, than puts

Call options by funds: $63.7M | Put options by funds: $70.3M

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
427
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
12.33%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.23%
New
51
Increased
174
Reduced
153
Closed
51
Calls
$63.7M
Puts
$70.3M
Net Calls
-$6.58M
Net Calls Change
+$48.3M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$57.3M
2
DCM
Discovery Capital Management
Connecticut
+$56.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$53M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$36.9M
5
American Century Companies
American Century Companies
Missouri
+$36.1M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$47.9M
3
WCM
Wedge Capital Management
North Carolina
-$47.7M
4
Prudential Financial
Prudential Financial
New Jersey
-$43.6M
5
Axa
Axa
France
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
51
Lombard Odier Asset Management (USA)
New York
$27.9M +$27M +200,000 New
SCM
52
Sigma Capital Management
Connecticut
$27.2M +$26.3M +195,000 New
Prudential Financial
53
Prudential Financial
New Jersey
$26.8M -$43.6M -322,820 -63%
Calamos Advisors
54
Calamos Advisors
Illinois
$26.6M -$115K -851 -0.4%
BM
55
Bridger Management
New York
$26.5M – – –
BIM
56
BlackRock Investment Management
Delaware
$26.4M +$398K +2,950 +2%
OAM
57
Origin Asset Management
United Kingdom
$26M -$1.38M -10,200 -5%
CS
58
Credit Suisse
Switzerland
$25.2M -$1.7M -12,573 -7%
BTS
59
BB&T Securities
Virginia
$25.1M +$201K +1,491 +9%
RFC
60
Russell Frank Company
Washington
$25M +$1.36M +10,110 +6%
Principal Financial Group
61
Principal Financial Group
Iowa
$24.8M +$851K +6,310 +4%
US Bancorp
62
US Bancorp
Minnesota
$24.7M +$2.33M +17,274 +11%
U
63
UBS
Switzerland
$24.1M +$237K +1,754 +1%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$23.3M -$1.44M -10,653 -6%
Legal & General Group
65
Legal & General Group
United Kingdom
$23.3M +$20.1M +148,758 +826%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$23.3M +$420K +3,111 +2%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$22.4M -$4.92M -36,449 -19%
HPC
68
HM Payson & Co
Maine
$22.4M -$692K -5,127 -3%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$22.4M -$370K -2,743 -2%
ACH
70
ArrowMark Colorado Holdings
Colorado
$22.1M -$405K -3,000 -2%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$21.7M -$2.87M -21,250 -12%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$21.3M -$692K -5,131 -3%
Axa
73
Axa
France
$20.2M -$40.8M -302,247 -68%
TA
74
Teachers Advisors
New York
$19.9M +$1.08M +8,005 +6%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$19.8M +$1.55M +11,458 +9%
1 2
3
4 5

PII Hedge Fund Activity: Q1 2014 in Review

427 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2014, worth a combined $7.25B — down 2.4% from $7.42B a quarter earlier.

Fund positioning in PII was balanced in Q1 2014: 51 funds opened new positions, 51 closed out, 174 added to existing stakes and 153 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $57.3M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $64.6M sold.

  • 427 institutional investors held Polaris (PII) as of Q1 2014, down from 431 in Q4 2013.
  • Funds reported $7.25B of Polaris stock for Q1 2014, down 2.4% quarter-over-quarter.
  • 51 funds opened new Polaris positions in Q1 2014 and 51 closed out, a net change of 0 holders.
  • The largest Polaris buyer in Q1 2014 was AllianceBernstein, an estimated $57.3M added.
  • The largest Polaris seller in Q1 2014 was Westwood Holdings Group, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2014.