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Polaris
PII

468 hedge funds and large institutions have $5.18B invested in Polaris in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 161 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $42.2M

4% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 161

0.65% less ownership

Funds ownership: 83.16% → 82.51% (-0.65%)

9% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 56

2% less funds holding

Funds holding: 477 → 468 (-9)

19% less capital invested

Capital invested by funds: $6.41B → $5.18B (-$1.23B)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
468
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
51
Increased
167
Reduced
161
Closed
56
Calls
$52.8M
Puts
$42.2M
Net Calls
+$10.6M
Net Calls Change
-$40.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$45.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20.8M
4
SC
Shellback Capital
Massachusetts
+$16.4M
5
State Street
State Street
Massachusetts
+$15.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$59.1M
2
SAM
Southernsun Asset Management
Tennessee
-$37.7M
3
Ameriprise
Ameriprise
Minnesota
-$34.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.3M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
126
AQR Capital Management
Connecticut
$2.93M +$779K +6,979 +32%
Verition Fund Management
127
Verition Fund Management
Connecticut
$2.93M +$2.74M +24,578 +555%
Aviva
128
Aviva
United Kingdom
$2.87M -$133K -1,195 -4%
Federated Hermes
129
Federated Hermes
Pennsylvania
$2.82M -$91.5K -819 -3%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$2.8M -$184K -1,646 -6%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$2.75M +$446K +3,997 +17%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$2.7M +$1.62M +14,549 +120%
Victory Capital Management
133
Victory Capital Management
Texas
$2.65M +$2.93M +26,276 New
EVM
134
Eaton Vance Management
Massachusetts
$2.63M +$447 +4 +0%
THWM
135
Taylor Hoffman Wealth Management
Virginia
$2.45M +$596K +5,341 +28%
JWM
136
JGP Wealth Management
Oregon
$2.44M +$28.6K +256 +1%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$2.44M +$1.49M +13,349 +124%
APG Asset Management
138
APG Asset Management
Netherlands
$2.44M -$8.89M -79,607 -74%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$2.4M +$1.15M +10,327 +77%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$2.36M -$84.2K -754 -3%
HI
141
HBK Investments
Texas
$2.36M +$2.61M +23,400 New
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$2.35M +$65.9K +590 +3%
AC
143
AMS Capital
Brazil
$2.32M +$2.57M +23,000 New
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M -$1.1M -9,856 -30%
MLIC
145
Mandatum Life Insurance Company
Finland
$2.26M – – –
SFI
146
Susquehanna Fundamental Investments
Pennsylvania
$2.23M +$655K +5,862 +36%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.18M – – –
Citigroup
148
Citigroup
New York
$2.17M +$686K +6,146 +40%
ACM
149
Advisors Capital Management
New Jersey
$2.16M +$96.3K +862 +4%
Citadel Advisors
150
Citadel Advisors
Florida
$2.13M -$3.25M -29,083 -58%
4 5
6
7 8

PII Hedge Fund Activity: Q3 2018 in Review

468 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2018, worth a combined $5.18B — down 19% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PII and 51 opened new positions — a net loss of 5 holders — while 161 trimmed existing stakes and 167 added.

The largest buyer was Wellington Management Group, adding an estimated $45.1M. The largest seller was Artisan Partners, exiting entirely with an estimated $59.1M sold.

  • 468 institutional investors held Polaris (PII) as of Q3 2018, down from 477 in Q2 2018.
  • Funds reported $5.18B of Polaris stock for Q3 2018, down 19% quarter-over-quarter.
  • 51 funds opened new Polaris positions in Q3 2018 and 56 closed out, a net change of -5 holders.
  • The largest Polaris buyer in Q3 2018 was Wellington Management Group, an estimated $45.1M added.
  • The largest Polaris seller in Q3 2018 was Artisan Partners, an estimated $59.1M sold.

Based on aggregated 13F filings for Q3 2018.