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503 hedge funds and large institutions have $6.99B invested in Polaris in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $6.24B → $6.99B (+$758M)

7.16% more ownership

Funds ownership: 76.46%83.62% (+7.2%)

7% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 160

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 504503 (-1)

16% less call options, than puts

Call options by funds: $119M | Put options by funds: $142M

Holders
503
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
171
Reduced
160
Closed
74
Calls
$119M
Puts
$142M
Net Calls
-$22.7M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$1.3M +$1.28M +9,470 New
KCM
227
Kendall Capital Management
Maryland
$1.29M +$604K +4,455 +90%
EP
228
Eudaimonia Partners
Tennessee
$1.24M +$103K +759 +9%
SOADOR
229
State of Alaska Department of Revenue
Alaska
$1.22M -$25.4K -187 -2%
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$1.2M
EA
231
Emerald Advisers
Pennsylvania
$1.18M -$1.91M -14,054 -62%
HighTower Advisors
232
HighTower Advisors
Illinois
$1.17M +$64.5K +476 +6%
UHC
233
Union Heritage Capital
Michigan
$1.17M
TIA
234
Tiemann Investment Advisors
California
$1.17M -$14.9K -110 -1%
CFA
235
CWS Financial Advisors
Michigan
$1.17M -$1.76K -13 -0.2%
GIA
236
Gateway Investment Advisers
Ohio
$1.16M
NFG
237
Nations Financial Group
Iowa
$1.16M +$1.15M +8,476 New
EP
238
Edgestream Partners
New Jersey
$1.16M -$3.19M -23,562 -74%
PAM
239
Premier Asset Management
Illinois
$1.16M +$65.1K +480 +6%
PSUF
240
People's United Financial
Connecticut
$1.14M +$82K +605 +8%
AAM
241
Advisors Asset Management
Colorado
$1.11M +$573K +4,226 +108%
PFM
242
Parsec Financial Management
North Carolina
$1.1M -$73.7K -544 -6%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$1.09M
PI
244
PineBridge Investments
New York
$1.07M -$871K -6,427 -45%
Teacher Retirement System of Texas
245
Teacher Retirement System of Texas
Texas
$1.05M +$155K +1,147 +18%
SNBOSCI
246
Security National Bank of Sioux City Iowa
Iowa
$1.04M -$2.17K -16 -0.2%
DM
247
Delphi Management
Massachusetts
$1.03M +$413K +3,047 +68%
CP
248
Camelot Portfolios
Ohio
$1.03M +$36.1K +266 +4%
SNBOSD
249
Security National Bank of So Dak
Iowa
$1.03M -$20.2K -149 -2%
OTPPB
250
Ontario Teachers' Pension Plan Board
Ontario, Canada
$987K +$175K +1,292 +22%

PII Hedge Fund Activity: Q2 2021 in Review

503 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2021, worth a combined $6.99B — up 12% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PII positions and 74 closed out — a net gain of 2 holders — while 171 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $376M. The largest seller was Wellington Management Group, cutting an estimated $55.5M.

  • 503 institutional investors held Polaris (PII) as of Q2 2021, down from 504 in Q1 2021.
  • Funds reported $6.99B of Polaris stock for Q2 2021, up 12% quarter-over-quarter.
  • 76 funds opened new Polaris positions in Q2 2021 and 74 closed out, a net change of +2 holders.
  • The largest Polaris buyer in Q2 2021 was Boston Partners, an estimated $376M added.
  • The largest Polaris seller in Q2 2021 was Wellington Management Group, an estimated $55.5M sold.

Based on aggregated 13F filings for Q2 2021.