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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: 420423 (+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: 107 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$595M +$5.72M +60,394 +1%
BlackRock
2
BlackRock
New York
$557M -$395K -4,173 -0.1%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$529M -$19.2M -202,244 -4%
State Street
4
State Street
Massachusetts
$462M +$3.77M +39,836 +0.9%
Wells Fargo
5
Wells Fargo
California
$347M -$17.5M -184,798 -5%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$268M +$14.1M +148,734 +6%
Capital Research Global Investors
7
Capital Research Global Investors
California
$241M +$284 +3 +0%
SAM
8
Southernsun Asset Management
Tennessee
$218M -$16.7M -176,391 -8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$164M -$14M -147,636 -9%
WRF
10
Waddell & Reed Financial
Kansas
$159M +$10.2M +107,865 +8%
KP
11
Kiltearn Partners
United Kingdom
$140M -$40M -421,800 -24%
ACH
12
ArrowMark Colorado Holdings
Colorado
$126M +$1.48M +15,638 +1%
CIM
13
Confluence Investment Management
Missouri
$116M -$155K -1,638 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$94.1M +$4.04M +42,596 +5%
CFC
15
Cincinnati Financial Corp
Ohio
$81.6M
Bank of America
16
Bank of America
North Carolina
$70.1M +$16.9M +178,488 +36%
Norges Bank
17
Norges Bank
Norway
$64.1M +$2.24M +23,650 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$56.2M +$84.2K +889 +0.2%
Northern Trust
19
Northern Trust
Illinois
$55.4M -$1.12M -11,832 -2%
Invesco
20
Invesco
Georgia
$53.6M -$247K -2,610 -0.5%
Goldman Sachs
21
Goldman Sachs
New York
$52.8M +$7.24M +76,408 +18%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$49.8M -$42.7M -450,931 -49%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$48.4M +$1.15M +12,183 +3%
ATO
24
Alecta Tjanstepension Omsesidigt
Sweden
$47.1M -$9.47M -100,000 -18%
RJA
25
Raymond James & Associates
Florida
$43.3M -$2.72M -28,749 -6%

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.