Polaris
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$449M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$117M |
| 3 |
CFC
Cincinnati Financial Corp
Fairfield,
Ohio
|
+$65M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$54M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.7M |
| 2 |
AC
Alleghany Corporation
New York
|
-$30.9M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$13.5M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$12.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$12.4M |
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.