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Polaris
PII

423 hedge funds and large institutions have $6.02B invested in Polaris in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $5.53B → $6.02B (+$488M)

1% more funds holding

Funds holding: 420 → 423 (+3)

3.25% less ownership

Funds ownership: 95.19% → 91.94% (-3.2%)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

32% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 174

34% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $94.1M

Holders
423
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
10.55%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.17%
New
42
Increased
118
Reduced
174
Closed
34
Calls
$62.1M
Puts
$94.1M
Net Calls
-$32M
Net Calls Change
-$49.4M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$14.1M
3
CCI
Columbus Circle Investors
+$12.6M
4
N
Nuveen
North Carolina
+$11.1M
5
WRF
Waddell & Reed Financial
Kansas
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$42.7M
2
KP
Kiltearn Partners
United Kingdom
-$40M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$39M
4
DAC
Dividend Assets Capital
South Carolina
-$30M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
126
South Dakota Investment Council
South Dakota
$3.19M – – –
HI
127
Hendershot Investments
Virginia
$3.17M -$12.8K -135 -0.4%
SSB
128
Sandy Spring Bank
Maryland
$3.09M +$2.94K +31 +0.1%
EWA
129
Exencial Wealth Advisors
Oklahoma
$3.09M +$19.6K +207 +0.7%
MSA
130
Mason Street Advisors
Wisconsin
$3.02M +$24.5K +259 +0.9%
Federated Hermes
131
Federated Hermes
Pennsylvania
$2.89M +$350K +3,695 +15%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$2.78M +$673K +7,106 +36%
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$2.68M +$670K +7,075 +38%
SB
134
Suntrust Banks
Georgia
$2.6M +$1.58M +16,729 +205%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$2.58M – – –
FTIOP
136
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.57M +$2.33M +24,570 New
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$2.55M +$138K +1,452 +6%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$2.51M -$610K -6,442 -21%
SAM
139
Selway Asset Management
$2.5M – – –
Natixis Advisors
140
Natixis Advisors
Massachusetts
$2.42M -$51.9K -548 -2%
MM
141
Midas Management
New York
$2.39M – – –
VOYA Investment Management
142
VOYA Investment Management
Georgia
$2.35M -$61.4K -648 -3%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.35M -$73.6K -777 -3%
AC
144
Alexandria Capital
Virginia
$2.35M – – –
MLIC
145
Mandatum Life Insurance Company
Finland
$2.34M – – –
SOMRS
146
State of Michigan Retirement System
Michigan
$2.29M -$208K -2,200 -9%
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$2.29M -$180K -1,900 -8%
AIP
148
Ameritas Investment Partners
Nebraska
$2.27M – – –
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$2.26M +$4.45K +47 +0.2%
BTS
150
BB&T Securities
Virginia
$2.22M -$161K -1,695 -7%
4 5
6
7 8

PII Hedge Fund Activity: Q3 2017 in Review

423 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2017, worth a combined $6.02B — up 8.8% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PII positions and 34 closed out — a net gain of 8 holders — while 118 added to existing stakes and 174 trimmed.

The largest buyer was Bank of America, adding an estimated $16.9M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $42.7M.

  • 423 institutional investors held Polaris (PII) as of Q3 2017, up from 420 in Q2 2017.
  • Funds reported $6.02B of Polaris stock for Q3 2017, up 8.8% quarter-over-quarter.
  • 42 funds opened new Polaris positions in Q3 2017 and 34 closed out, a net change of +8 holders.
  • The largest Polaris buyer in Q3 2017 was Bank of America, an estimated $16.9M added.
  • The largest Polaris seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q3 2017.