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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
Caisse de Depot et Placement du Quebec (CDPQ)
151
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.15M +$37.9K +400 +2%
Stifel Financial
152
Stifel Financial
Missouri
$2.11M -$662K -6,986 -26%
CCA
153
Conestoga Capital Advisors
Pennsylvania
$2.05M +$340K +3,588 +22%
GIBU
154
Gulf International Bank (UK)
United Kingdom
$1.93M – – –
ACM
155
Advisors Capital Management
New Jersey
$1.92M +$141K +1,487 +9%
AQR Capital Management
156
AQR Capital Management
Connecticut
$1.89M -$1.3M -13,725 -43%
RFC
157
Regions Financial Corp
Alabama
$1.85M -$51.4K -543 -3%
MERSOM
158
Municipal Employees' Retirement System of Michigan
Michigan
$1.84M -$475K -5,010 -22%
SWM
159
Segment Wealth Management
Texas
$1.82M +$30.9K +326 +2%
AG
160
Aperio Group
California
$1.81M -$14.6K -154 -0.9%
FAF
161
Fjarde Ap-fonden
Sweden
$1.8M -$158K -1,669 -9%
ACI
162
AMP Capital Investors
Australia
$1.8M – – –
First Trust Advisors
163
First Trust Advisors
Illinois
$1.78M +$166K +1,749 +11%
SLAM
164
Swiss Life Asset Management
$1.77M +$1.61M +16,947 New
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$1.76M +$17.5K +185 +1%
BA
166
Boston Advisors
Massachusetts
$1.74M -$63K -665 -4%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$1.7M -$1.7M -17,901 -52%
TIA
168
Tiemann Investment Advisors
California
$1.66M – – –
SAM
169
Shell Asset Management
Netherlands
$1.65M -$24.3K -257 -2%
HH
170
Hilltop Holdings
Texas
$1.65M -$166K -1,752 -10%
PI
171
PGGM Investments
Netherlands
$1.64M -$2.14M -22,557 -59%
LIM
172
Loudon Investment Management
New Hampshire
$1.63M +$27.9K +295 +2%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$1.62M +$18.9K +200 +1%
CPIG
174
Chicago Partners Investment Group
Illinois
$1.61M +$1.44M +15,174 +7,025%
LMGAM
175
Liberty Mutual Group Asset Management
Massachusetts
$1.6M -$657K -6,938 -31%
5 6
7
8 9

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.