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Polaris
PII

470 hedge funds and large institutions have $4.69B invested in Polaris in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 132

2.7% more ownership

Funds ownership: 86.04% → 88.74% (+2.7%)

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% more funds holding

Funds holding: 469 → 470 (+1)

11% less capital invested

Capital invested by funds: $5.28B → $4.69B (-$597M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

29% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $48.4M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
12.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
61
Increased
200
Reduced
132
Closed
56
Calls
$34.5M
Puts
$48.4M
Net Calls
-$13.9M
Net Calls Change
-$45M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
American Century Companies
American Century Companies
Missouri
+$75.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.9M
4
Victory Capital Management
Victory Capital Management
Texas
+$43.7M
5
SAM
Southernsun Asset Management
Tennessee
+$41.3M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$124M
2
NC
Nicholas Company
Wisconsin
-$73.8M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$55.3M
4
MCM
Melvin Capital Management
New York
-$41.9M
5
Select Equity Group
Select Equity Group
New York
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$403M +$9.86M +111,276 +2%
State Street
2
State Street
Massachusetts
$284M -$6.85M -77,226 -2%
Wells Fargo
3
Wells Fargo
California
$244M +$8.45M +95,387 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$240M -$3.22M -36,299 -1%
SAM
5
Southernsun Asset Management
Tennessee
$217M +$41.3M +465,770 +21%
JHIU
6
Janus Henderson Investors US
Colorado
$190M +$16.7M +187,997 +9%
BFA
7
BlackRock Fund Advisors
California
$175M +$3.23M +36,454 +2%
BIT
8
BlackRock Institutional Trust
California
$151M -$1.51M -17,005 -0.9%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$117M -$7.81M -88,067 -6%
WRF
10
Waddell & Reed Financial
Kansas
$111M -$3.84M -43,333 -3%
Capital Research Global Investors
11
Capital Research Global Investors
California
$94M +$102M +1,150,065 New
DAC
12
Dividend Assets Capital
South Carolina
$78.3M +$6.05M +68,306 +8%
American Century Companies
13
American Century Companies
Missouri
$69.8M +$75.7M +853,874 New
Franklin Resources
14
Franklin Resources
California
$68M -$12.8M -144,019 -15%
Select Equity Group
15
Select Equity Group
New York
$65.5M -$36.8M -414,918 -34%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$64.4M +$542K +6,120 +0.8%
Victory Capital Management
17
Victory Capital Management
Texas
$62.4M +$43.7M +493,442 +183%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$55.2M +$59.9M +675,542 New
Norges Bank
19
Norges Bank
Norway
$54.2M +$9.65M +108,836 +20%
ACH
20
ArrowMark Colorado Holdings
Colorado
$52.1M +$11.1M +124,908 +24%
CI
21
Cincinnati Insurance
Ohio
$51.9M +$2.22M +25,000 +4%
CWAM
22
Columbia Wanger Asset Management
Illinois
$51.2M -$55.3M -623,353 -50%
Northern Trust
23
Northern Trust
Illinois
$49.6M -$1.97M -22,226 -4%
Deutsche Bank
24
Deutsche Bank
Germany
$49.5M +$8.8M +99,319 +20%
Invesco
25
Invesco
Georgia
$47.2M +$7.51M +84,768 +17%
1
2 3 4 5

PII Hedge Fund Activity: Q2 2016 in Review

470 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2016, worth a combined $4.69B — down 11% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PII positions and 56 closed out — a net gain of 5 holders — while 200 added to existing stakes and 132 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $102M. The largest seller was Royal London Asset Management, cutting an estimated $124M.

  • 470 institutional investors held Polaris (PII) as of Q2 2016, up from 469 in Q1 2016.
  • Funds reported $4.69B of Polaris stock for Q2 2016, down 11% quarter-over-quarter.
  • 61 funds opened new Polaris positions in Q2 2016 and 56 closed out, a net change of +5 holders.
  • The largest Polaris buyer in Q2 2016 was Capital Research Global Investors, an estimated $102M added.
  • The largest Polaris seller in Q2 2016 was Royal London Asset Management, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2016.