Polaris
452 hedge funds and large institutions have $4.12B invested in Polaris in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 162 increasing their positions, 132 reducing their positions, and 45 closing their positions.
97% more call options, than puts
Call options by funds: $52.5M | Put options by funds: $26.7M
58% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 45
23% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 132
9% more capital invested
Capital invested by funds: $3.77B → $4.12B (+$345M)
5% more funds holding
Funds holding: 429 → 452 (+23)
0.26% more ownership
Funds ownership: 79.67% → 79.93% (+0.26%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$61.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.8M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$18.7M |
| 4 |
IP
Interval Partners
New York
|
+$18.1M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$177M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$53.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.63M |
PII Hedge Fund Activity: Q1 2019 in Review
452 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2019, worth a combined $4.12B — up 9.1% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new PII positions and 45 closed out — a net gain of 26 holders — while 162 added to existing stakes and 132 trimmed.
The largest buyer was State Street, adding an estimated $61.5M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $177M sold.
- 452 institutional investors held Polaris (PII) as of Q1 2019, up from 429 in Q4 2018.
- Funds reported $4.12B of Polaris stock for Q1 2019, up 9.1% quarter-over-quarter.
- 71 funds opened new Polaris positions in Q1 2019 and 45 closed out, a net change of +26 holders.
- The largest Polaris buyer in Q1 2019 was State Street, an estimated $61.5M added.
- The largest Polaris seller in Q1 2019 was Capital Research Global Investors, an estimated $177M sold.
Based on aggregated 13F filings for Q1 2019.