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
CCA
201
Conestoga Capital Advisors
Pennsylvania
$2.48M -$18.9K -140 -0.8%
LSERS
202
Louisiana State Employees Retirement System
Louisiana
$2.47M +$13.5K +100 +0.6%
TCM
203
Tributary Capital Management
Nebraska
$2.43M +$540K +4,000 +30%
LRPA
204
L. Roy Papp & Associates
Arizona
$2.38M +$1.85M +13,709 +409%
IRF
205
IBM Retirement Fund
New York
$2.33M -$1.25M -9,282 -36%
CIC
206
Chase Investment Counsel
Virginia
$2.28M – – –
ANI
207
American National Insurance
Texas
$2.23M – – –
DCM
208
Dupont Capital Management
Delaware
$2.21M +$2.14M +15,831 New
SG Americas Securities
209
SG Americas Securities
New York
$2.19M +$173K +1,279 +9%
Barclays
210
Barclays
United Kingdom
$2.07M -$3.72M -27,593 -65%
SIMG
211
Stephens Investment Management Group
Texas
$2.04M +$27K +200 +1%
TRSOTSOK
212
Teachers Retirement System of the State of Kentucky
Kentucky
$2.04M -$94.4K -700 -5%
WIM
213
Waverton Investment Management
United Kingdom
$1.94M +$12.1K +90 +0.7%
MAM
214
Mastrapasqua Asset Management
Tennessee
$1.91M +$51.8K +384 +3%
Royal London Asset Management
215
Royal London Asset Management
United Kingdom
$1.9M +$1.89M +13,989 New
NIP
216
Nicholas Investment Partners
California
$1.89M +$1.82M +13,514 New
WCM
217
Winton Capital Management
United Kingdom
$1.81M +$624K +4,628 +56%
MBT
218
Monroe Bank & Trust
Michigan
$1.8M -$45.5K -337 -3%
HighTower Advisors
219
HighTower Advisors
Illinois
$1.73M -$132K -978 -7%
PAM
220
Paradigm Asset Management
New York
$1.69M -$121K -900 -7%
AIC
221
Aurora Investment Counsel
Georgia
$1.68M +$58K +430 +4%
PA
222
Profund Advisors
Maryland
$1.65M +$13.6K +101 +0.9%
URS
223
Utah Retirement Systems
Utah
$1.63M +$13.5K +100 +0.9%
IB
224
Intrust Bank
Kansas
$1.62M +$66.1K +490 +4%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$1.61M -$69.7K -517 -4%
7 8
9
10 11

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.