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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$577M -$9.43M -69,876 -2%
Wells Fargo
2
Wells Fargo
California
$535M -$3.13M -23,197 -0.6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$407M +$6.54M +48,480 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$356M +$53M +392,775 +18%
State Street
5
State Street
Massachusetts
$290M +$9.06M +67,192 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$260M +$57.3M +425,037 +30%
BIT
7
BlackRock Institutional Trust
California
$256M -$3.23M -23,973 -1%
BFA
8
BlackRock Fund Advisors
California
$239M -$10.2M -75,743 -4%
SAM
9
Southernsun Asset Management
Tennessee
$135M +$313K +2,321 +0.2%
Northern Trust
10
Northern Trust
Illinois
$111M +$12.4M +91,923 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$104M +$513K +3,806 +0.5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$103M +$697K +5,168 +0.7%
JHIU
13
Janus Henderson Investors US
Colorado
$98.6M +$20.9K +155 +0%
CGM
14
Capital Growth Management
Massachusetts
$97.5M -$11.5M -85,000 -11%
GCM
15
Geneva Capital Management
Wisconsin
$91.7M -$1.93M -14,307 -2%
DAC
16
Dividend Assets Capital
South Carolina
$88.9M +$2.89M +21,405 +3%
NC
17
Nicholas Company
Wisconsin
$87.8M +$1.63M +12,085 +2%
Franklin Resources
18
Franklin Resources
California
$85.9M +$5.37M +39,800 +7%
N
19
Nuveen
North Carolina
$84.3M -$1.81M -13,397 -2%
American Century Companies
20
American Century Companies
Missouri
$81.2M +$36.1M +267,498 +85%
Norges Bank
21
Norges Bank
Norway
$72.5M -$6.27M -46,479 -8%
Bank of America
22
Bank of America
North Carolina
$72.5M +$13.7M +101,535 +24%
William Blair & Company
23
William Blair & Company
Illinois
$67M -$715K -5,302 -1%
NFA
24
Nationwide Fund Advisors
Ohio
$62.2M +$4.8M +35,613 +9%
DCM
25
Discovery Capital Management
Connecticut
$60.6M +$56.9M +421,500 +3,483%
1
2 3 4 5

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.