We are live on ! Find out more
PII icon

Polaris
PII

470 hedge funds and large institutions have $4.69B invested in Polaris in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 132

2.7% more ownership

Funds ownership: 86.04% → 88.74% (+2.7%)

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% more funds holding

Funds holding: 469 → 470 (+1)

11% less capital invested

Capital invested by funds: $5.28B → $4.69B (-$597M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

29% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $48.4M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
12.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
61
Increased
200
Reduced
132
Closed
56
Calls
$34.5M
Puts
$48.4M
Net Calls
-$13.9M
Net Calls Change
-$45M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
American Century Companies
American Century Companies
Missouri
+$75.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.9M
4
Victory Capital Management
Victory Capital Management
Texas
+$43.7M
5
SAM
Southernsun Asset Management
Tennessee
+$41.3M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$124M
2
NC
Nicholas Company
Wisconsin
-$73.8M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$55.3M
4
MCM
Melvin Capital Management
New York
-$41.9M
5
Select Equity Group
Select Equity Group
New York
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
151
South Dakota Investment Council
South Dakota
$2.88M – – –
CA
152
Callahan Advisors
Texas
$2.86M +$17.1K +193 +0.6%
Federated Hermes
153
Federated Hermes
Pennsylvania
$2.75M -$363K -4,095 -11%
WCF
154
West Coast Financial
California
$2.67M +$116K +1,306 +4%
Citigroup
155
Citigroup
New York
$2.59M -$3.97M -44,805 -59%
HCM
156
Horan Capital Management
Maryland
$2.54M +$1.41M +15,938 +105%
MFWM
157
Motley Fool Wealth Management
Virginia
$2.52M +$158K +1,779 +6%
PC
158
Palo Capital
California
$2.51M +$1.47M +16,591 +117%
Nordea Investment Management
159
Nordea Investment Management
Sweden
$2.41M +$2.46M +27,745 +1,629%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$2.37M +$150K +1,690 +6%
BCIM
161
British Columbia Investment Management
British Columbia, Canada
$2.32M +$1.03M +11,596 +69%
TC
162
Telemus Capital
Michigan
$2.29M -$74.7K -843 -3%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$2.28M -$3.39M -38,252 -58%
Asset Management One
164
Asset Management One
Japan
$2.24M +$2.66K +30 +0.1%
MSA
165
Mason Street Advisors
Wisconsin
$2.24M +$98.1K +1,107 +4%
QIM
166
Quantitative Investment Management
Virginia
$2.23M +$2.42M +27,300 New
MERSOM
167
Municipal Employees' Retirement System of Michigan
Michigan
$2.18M +$575K +6,490 +32%
EWA
168
Exencial Wealth Advisors
Oklahoma
$2.17M +$219K +2,475 +10%
ProShare Advisors
169
ProShare Advisors
Maryland
$2.15M +$1.09M +12,293 +88%
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$2.14M +$180K +2,035 +8%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$2.14M +$2.1M +23,698 +965%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$2.13M -$219K -2,469 -9%
IPC
173
Independent Portfolio Consultants
Florida
$2.13M -$327K -3,690 -12%
BCM
174
Bridgeway Capital Management
Texas
$2.09M +$2.27M +25,600 New
Two Sigma Investments
175
Two Sigma Investments
New York
$2.08M +$2.26M +25,443 New
5 6
7
8 9

PII Hedge Fund Activity: Q2 2016 in Review

470 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2016, worth a combined $4.69B — down 11% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PII positions and 56 closed out — a net gain of 5 holders — while 200 added to existing stakes and 132 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $102M. The largest seller was Royal London Asset Management, cutting an estimated $124M.

  • 470 institutional investors held Polaris (PII) as of Q2 2016, up from 469 in Q1 2016.
  • Funds reported $4.69B of Polaris stock for Q2 2016, down 11% quarter-over-quarter.
  • 61 funds opened new Polaris positions in Q2 2016 and 56 closed out, a net change of +5 holders.
  • The largest Polaris buyer in Q2 2016 was Capital Research Global Investors, an estimated $102M added.
  • The largest Polaris seller in Q2 2016 was Royal London Asset Management, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2016.