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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
XK
176
Xact Kapitalforvaltning
Sweden
$1.44M – – –
AAF
177
Andra AP-fonden
Sweden
$1.36M +$1.23M +13,000 New
O
178
OppenheimerFunds
New York
$1.34M -$137K -1,447 -10%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M – – –
Russell Investments Group
180
Russell Investments Group
United Kingdom
$1.32M -$807K -8,517 -40%
CP
181
Camelot Portfolios
Ohio
$1.32M +$29.7K +314 +3%
DSC
182
Duncker Streett & Co
Missouri
$1.3M -$13.6K -144 -1%
Macquarie Group
183
Macquarie Group
Australia
$1.3M +$1.05M +11,055 +790%
FMC
184
First Merchants Corp
Indiana
$1.29M -$27.9K -294 -2%
ACM
185
Alpha Capital Management
Texas
$1.29M -$10.9K -115 -0.9%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$1.25M -$23.4K -247 -2%
JG
187
Jefferies Group
New York
$1.25M +$1.13M +11,952 New
FNBOO
188
First National Bank of Omaha
Nebraska
$1.24M – – –
VFP
189
Verus Financial Partners
Virginia
$1.23M +$379 +4 +0%
AB
190
Amalgamated Bank
New York
$1.23M -$17.8K -188 -2%
DADC
191
D.A. Davidson & Co
Montana
$1.23M +$11.5K +121 +1%
TWI
192
Thomas White International
Illinois
$1.22M – – –
Creative Planning
193
Creative Planning
Kansas
$1.21M +$51.1K +539 +5%
CPR
194
CSU Producer Resources
Ohio
$1.2M – – –
TCAM
195
Turtle Creek Asset Management
Ontario, Canada
$1.19M -$246K -2,600 -19%
AF
196
AMG Funds
Connecticut
$1.18M -$48.3K -510 -4%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$1.18M +$60K +633 +6%
SIG
198
Sky Investment Group
Connecticut
$1.18M -$9.38K -99 -0.9%
SG Americas Securities
199
SG Americas Securities
New York
$1.17M -$1.9M -20,031 -64%
URS
200
Utah Retirement Systems
Utah
$1.14M +$9.47K +100 +0.9%
6 7
8
9 10

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.