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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
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$19.1M -$80.9K -600 -0.4%
BSA
77
Braun Stacey Associates
New York
$19.1M +$590K +4,370 +3%
EWM
78
Evercore Wealth Management
New York
$19M +$688K +5,101 +4%
AIG
79
American International Group
New York
$18.9M +$271K +2,006 +2%
BA
80
Boston Advisors
Massachusetts
$18.9M +$1.12M +8,294 +7%
BCMNY
81
Buckingham Capital Management (New York)
New York
$17.9M +$7.43M +55,100 +76%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$17.7M +$846K +6,270 +5%
Goldman Sachs
83
Goldman Sachs
New York
$17.6M -$5.4M -40,048 -24%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.5M -$171K -1,265 -1%
RJA
85
Raymond James & Associates
Florida
$17.4M +$1.99M +14,726 +13%
SIA
86
Sit Investment Associates
Minnesota
$17.1M -$510K -3,780 -3%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$17.1M +$15.2K +113 +0.1%
JP Morgan Chase
88
JP Morgan Chase
New York
$16.8M -$2.69M -19,944 -14%
Allianz Asset Management
89
Allianz Asset Management
Germany
$16.6M -$34.4K -255 -0.2%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$16.5M +$67.5K +500 +0.4%
Luther King Capital Management (LKCM)
91
Luther King Capital Management (LKCM)
Texas
$16.1M -$3.84M -28,441 -20%
Invesco
92
Invesco
Georgia
$15.9M -$5.55M -41,150 -27%
CCM
93
Copeland Capital Management
Pennsylvania
$15.9M -$2.35M -17,385 -13%
PCM
94
Palisade Capital Management
New Jersey
$15.6M +$5.4M +40,025 +56%
LCM
95
Logan Capital Management
Pennsylvania
$15.6M -$29.7K -220 -0.2%
First Trust Advisors
96
First Trust Advisors
Illinois
$15.6M -$1.79M -13,265 -11%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$15.2M +$14.9M +110,429 New
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$15.1M -$2.92M -21,614 -17%
Dimensional Fund Advisors
99
Dimensional Fund Advisors
Texas
$15M +$810K +6,005 +6%
Charles Schwab
100
Charles Schwab
California
$14.6M +$1.22M +9,029 +9%
2 3
4
5 6

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.