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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
MOACM
151
Mutual of America Capital Management
New York
$5.71M +$336K +2,490 +6%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$5.5M -$175K -1,300 -3%
CC
153
Curian Capital
Colorado
$5.46M +$137K +1,012 +3%
EAM
154
Eagle Asset Management
Florida
$5.42M -$227K -1,679 -4%
LPL Financial
155
LPL Financial
California
$5.35M -$2.93M -21,755 -36%
ACI
156
AMP Capital Investors
Australia
$5.14M +$1.91M +14,187 +62%
EVM
157
Eaton Vance Management
Massachusetts
$5.12M -$7.69K -57 -0.2%
MIP
158
Marietta Investment Partners
Wisconsin
$5.07M +$76.5K +567 +2%
PI
159
Placemark Investments
Illinois
$4.95M +$682K +5,055 +17%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$4.82M -$567K -4,203 -11%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$4.67M +$3.82M +28,352 +561%
CCM
162
Cupps Capital Management
Illinois
$4.52M +$538K +3,985 +14%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$4.48M +$1.09M +8,045 +32%
CA
164
Callahan Advisors
Texas
$4.39M -$675 -5 -0%
SOMRS
165
State of Michigan Retirement System
Michigan
$4.32M +$94.4K +700 +2%
Citigroup
166
Citigroup
New York
$4.26M -$4.14M -30,690 -50%
AAF
167
Andra AP-fonden
Sweden
$4.05M +$3.26M +24,200 +504%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$4.05M +$67.5K +500 +2%
FIM
169
Friedberg Investment Management
Texas
$4.04M – – –
TIA
170
Tiemann Investment Advisors
California
$3.91M – – –
HCM
171
Herndon Capital Management
Georgia
$3.86M +$1.79M +13,304 +93%
AssetMark Inc
172
AssetMark Inc
California
$3.84M -$261K -1,933 -7%
TA
173
TBP Advisors
New York
$3.73M +$87K +645 +2%
PAMU
174
Pictet Asset Management (UK)
United Kingdom
$3.65M -$135K -1,000 -4%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$3.58M +$40.5K +300 +1%
5 6
7
8 9

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.