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431 hedge funds and large institutions have $4.35B invested in Polaris in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 163 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

11% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $44.3M

3% more funds holding

Funds holding: 417431 (+14)

3% more capital invested

Capital invested by funds: $4.23B → $4.35B (+$122M)

0.69% more ownership

Funds ownership: 74.6%75.29% (+0.69%)

20% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 163

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
431
Holders Change
+14
Holders Change %
+3.36%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
69
Increased
131
Reduced
163
Closed
52
Calls
$49.3M
Puts
$44.3M
Net Calls
+$5.04M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$809K +$500K +5,074 +142%
SNBOSCI
227
Security National Bank of Sioux City Iowa
Iowa
$808K -$36.4K -370 -4%
CFA
228
CWS Financial Advisors
Michigan
$804K -$33.1K -336 -4%
GIA
229
Gateway Investment Advisers
Ohio
$800K
AWM
230
AE Wealth Management
Kansas
$783K +$13.7K +139 +2%
EAM
231
Eukles Asset Management
Ohio
$777K +$2.17K +22 +0.3%
AB
232
Amalgamated Bank
New York
$771K -$6.01K -61 -0.7%
SNBOSD
233
Security National Bank of So Dak
Iowa
$743K -$10.2K -104 -1%
OAM
234
Optimal Asset Management
California
$720K -$247K -2,510 -25%
EP
235
Eudaimonia Partners
Tennessee
$714K +$451K +4,580 +153%
SBIA
236
Sheaff Brock Investment Advisors
Indiana
$712K
MS
237
Maven Securities
Jersey
$710K +$738K +7,500 New
PAG
238
Private Advisor Group
New Jersey
$709K +$54.2K +550 +8%
Janus Henderson Group
239
Janus Henderson Group
United Kingdom
$694K -$29.5K -300 -4%
QT
240
Quantbot Technologies
New York
$679K +$491K +4,984 +225%
QSS
241
Quantitative Systematic Strategies
Florida
$661K +$689K +7,002 New
PSUF
242
People's United Financial
Connecticut
$640K -$16.9K -172 -2%
CP
243
Camelot Portfolios
Ohio
$635K -$90.4K -918 -12%
X
244
Xponance
Pennsylvania
$624K +$74.8K +760 +13%
Zurich Cantonal Bank
245
Zurich Cantonal Bank
Switzerland
$616K
M&T Bank
246
M&T Bank
New York
$606K -$128K -1,299 -17%
DCM
247
Dean Capital Management
Kansas
$601K +$10.7K +109 +2%
CI Investments Inc
248
CI Investments Inc
Ontario, Canada
$588K +$120K +1,214 +24%
Verition Fund Management
249
Verition Fund Management
Connecticut
$586K +$211K +2,144 +53%
CGH
250
Crossmark Global Holdings
Texas
$578K -$32.2K -327 -5%

PII Hedge Fund Activity: Q3 2020 in Review

431 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2020, worth a combined $4.35B — up 2.9% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PII positions and 52 closed out — a net gain of 17 holders — while 131 added to existing stakes and 163 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $41.7M. The largest seller was State Street, cutting an estimated $216M.

  • 431 institutional investors held Polaris (PII) as of Q3 2020, up from 417 in Q2 2020.
  • Funds reported $4.35B of Polaris stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 69 funds opened new Polaris positions in Q3 2020 and 52 closed out, a net change of +17 holders.
  • The largest Polaris buyer in Q3 2020 was Polar Asset Management Partners, an estimated $41.7M added.
  • The largest Polaris seller in Q3 2020 was State Street, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.