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420 hedge funds and large institutions have $5.53B invested in Polaris in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

33% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $52.1M

31% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 133

12% more capital invested

Capital invested by funds: $4.94B → $5.53B (+$589M)

1.5% more ownership

Funds ownership: 93.7%95.19% (+1.5%)

5% less funds holding

Funds holding: 440420 (-20)

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
420
Holders Change
-20
Holders Change %
-4.55%
% of All Funds
10.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
31
Increased
174
Reduced
133
Closed
48
Calls
$69.4M
Puts
$52.1M
Net Calls
+$17.3M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
226
Sheaff Brock Investment Advisors
Indiana
$745K
LPL Financial
227
LPL Financial
California
$742K +$84.9K +990 +14%
PAG
228
Private Advisor Group
New Jersey
$737K -$5.92K -69 -0.8%
FBT
229
First Bank & Trust
South Dakota
$737K +$21.9K +255 +3%
OFS
230
Orrstown Financial Services
Pennsylvania
$727K +$343 +4 +0.1%
RHJA
231
Rice Hall James & Associates
California
$727K +$63.8K +744 +10%
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$726K -$24.5K -286 -4%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$713K -$115K -1,339 -15%
Nomura Asset Management
234
Nomura Asset Management
Japan
$713K
SNBOSCI
235
Security National Bank of Sioux City Iowa
Iowa
$706K +$8.15K +95 +1%
SAM
236
Securian Asset Management
Minnesota
$682K -$9.35K -109 -1%
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$678K -$1.63K -19 -0.3%
RJT
238
Raymond James Trust
Florida
$678K +$22.7K +265 +4%
HighTower Advisors
239
HighTower Advisors
Illinois
$665K +$27.4K +320 +5%
KeyBank National Association
240
KeyBank National Association
Ohio
$663K
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$655K +$609K +7,100 New
KBC Group
242
KBC Group
Belgium
$653K
William Blair & Company
243
William Blair & Company
Illinois
$643K -$12.2K -142 -2%
DCM
244
Dupont Capital Management
Delaware
$623K
WAS
245
WESPAC Advisors SoCal
California
$611K +$568K +6,625 New
PA
246
Profund Advisors
Maryland
$610K -$203K -2,366 -26%
KF
247
Krilogy Financial
Missouri
$599K
LIA
248
LS Investment Advisors
Michigan
$591K +$64.4K +751 +13%
DekaBank Deutsche Girozentrale
249
DekaBank Deutsche Girozentrale
Germany
$555K +$92.8K +1,082 +23%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$552K -$12.9K -150 -2%

PII Hedge Fund Activity: Q2 2017 in Review

420 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2017, worth a combined $5.53B — up 12% from $4.94B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PII and 31 opened new positions — a net loss of 17 holders — while 133 trimmed existing stakes and 174 added.

The largest buyer was Janus Henderson Group, adding an estimated $206M. The largest seller was Capital World Investors, exiting entirely with an estimated $29.3M sold.

  • 420 institutional investors held Polaris (PII) as of Q2 2017, down from 440 in Q1 2017.
  • Funds reported $5.53B of Polaris stock for Q2 2017, up 12% quarter-over-quarter.
  • 31 funds opened new Polaris positions in Q2 2017 and 48 closed out, a net change of -17 holders.
  • The largest Polaris buyer in Q2 2017 was Janus Henderson Group, an estimated $206M added.
  • The largest Polaris seller in Q2 2017 was Capital World Investors, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2017.