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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
FAM
126
Fred Alger Management
New York
$8.63M +$8.33M +61,770 New
MSA
127
Mason Street Advisors
Wisconsin
$8.25M +$3.5M +25,913 +78%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$8.03M +$279K +2,071 +4%
MCM
129
Mitchell Capital Management
Kansas
$7.96M +$7.69M +56,977 New
Grantham, Mayo, Van Otterloo & Co (GMO)
130
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.91M +$7.64M +56,627 New
DP
131
Dearborn Partners
Illinois
$7.88M +$1.14M +8,463 +18%
Select Equity Group
132
Select Equity Group
New York
$7.8M +$7.53M +55,813 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$7.64M +$7.22M +53,530 New
BLM
134
Bennett Lawrence Management
New York
$7.61M -$1.32M -9,780 -15%
Comerica Bank
135
Comerica Bank
Texas
$7.59M +$411K +3,046 +6%
Credit Agricole
136
Credit Agricole
France
$7.57M -$1.46M -10,793 -17%
Truist Financial
137
Truist Financial
North Carolina
$7.44M +$694K +5,141 +11%
AAM
138
Advisors Asset Management
Colorado
$7.41M +$971K +7,197 +16%
GHA
139
Garcia Hamilton & Associates
Texas
$7.24M -$175K -1,300 -2%
JA
140
JLB & Associates
Michigan
$7.08M +$56.5K +419 +0.8%
SYBT
141
Stock Yards Bank & Trust
Kentucky
$6.8M +$6.56M +48,658 New
AQR Capital Management
142
AQR Capital Management
Connecticut
$6.75M -$6.52M -48,342 -50%
SSA
143
South Street Advisors
New York
$6.7M +$6.07M +44,990 +922%
Bank of Nova Scotia
144
Bank of Nova Scotia
Ontario, Canada
$6.56M +$1.58M +11,742 +33%
AAMU
145
AEGON Asset Management (UK)
United Kingdom
$6.52M -$952K -7,060 -13%
APG Asset Management
146
APG Asset Management
Netherlands
$6.46M – – –
GIA
147
Gateway Investment Advisers
Ohio
$6.35M -$110K -816 -2%
MPM
148
Meritage Portfolio Management
Kansas
$6.04M +$99.8K +740 +2%
KBC Group
149
KBC Group
Belgium
$5.97M +$528K +3,917 +10%
ASRS
150
Arizona State Retirement System
Arizona
$5.83M -$405K -3,000 -7%
4 5
6
7 8

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.