We are live on ! Find out more
PII icon

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
SCA
176
Stonebridge Capital Advisors
Minnesota
$3.57M -$539K -3,995 -14%
BCIM
177
British Columbia Investment Management
British Columbia, Canada
$3.56M -$603K -4,468 -15%
Millennium Management
178
Millennium Management
New York
$3.47M -$3.24M -23,994 -49%
BCM
179
Bridgeway Capital Management
Texas
$3.44M – – –
RMDI
180
R.M. Davis Inc
Maine
$3.43M +$206K +1,525 +7%
AA
181
AlphaMark Advisors
Kentucky
$3.43M -$26.3K -195 -0.8%
Aviva
182
Aviva
United Kingdom
$3.28M +$3.17M +23,462 New
DIA
183
Denver Investment Advisors
Colorado
$3.25M -$336K -2,488 -10%
FAF
184
Fjarde Ap-fonden
Sweden
$3.22M – – –
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.17M +$18.3K +136 +0.6%
JIM
186
Jupiter Investment Management
United Kingdom
$3.16M +$1.82M +13,517 +149%
CRCP
187
Copper Rock Capital Partners
Massachusetts
$3.15M -$627K -4,647 -17%
Korea Investment Corp
188
Korea Investment Corp
South Korea
$3.06M -$2.59M -19,200 -47%
Stifel Financial
189
Stifel Financial
Missouri
$3.05M +$2.95M +21,843 New
SMM
190
Stadion Money Management
Georgia
$2.97M -$146K -1,081 -5%
WBC
191
Westpac Banking Corp
Australia
$2.94M +$148K +1,100 +6%
LMGAM
192
Liberty Mutual Group Asset Management
Massachusetts
$2.91M +$925K +6,854 +49%
CAM
193
Capstone Asset Management
Texas
$2.74M -$39.9K -296 -1%
AIP
194
Ameritas Investment Partners
Nebraska
$2.66M -$435K -3,221 -14%
RJFSA
195
Raymond James Financial Services Advisors
Florida
$2.64M +$15K +111 +0.6%
SCG
196
Strategic Capital Group
Washington
$2.58M +$2.49M +18,448 New
PAM
197
Panagora Asset Management
Massachusetts
$2.56M -$475K -3,518 -16%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$2.53M -$1.08K -8 -0%
GIBU
199
Gulf International Bank (UK)
United Kingdom
$2.5M – – –
MERSOM
200
Municipal Employees' Retirement System of Michigan
Michigan
$2.49M +$40.5K +300 +2%
6 7
8
9 10

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.