We are live on ! Find out more

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
AL
251
Aspiriant LLC
California
$548K -$189K -2,200 -27%
CAM
252
Capstone Asset Management
Texas
$545K -$4.29K -50 -0.8%
FCM
253
Flinton Capital Management
Pennsylvania
$543K +$210K +2,448 +71%
SCA
254
STALEY CAPITAL ADVISERS
Pennsylvania
$538K +$500K +5,832 New
SNBOSD
255
Security National Bank of So Dak
Iowa
$531K +$27.9K +325 +6%
IFAM
256
Institutional & Family Asset Management
Colorado
$524K +$5.92K +69 +1%
CIM
257
Cambria Investment Management
California
$518K +$481K +5,612 New
SFG
258
SevenBridge Financial Group
Pennsylvania
$504K -$716K -8,353 -60%
JIM
259
Jensen Investment Management
Oregon
$504K
TIA
260
Trust Investment Advisors
Indiana
$502K
TSWM
261
Triangle Securities Wealth Management
North Carolina
$496K -$14.2K -165 -3%
AF
262
Affiance Financial
Minnesota
$496K +$772 +9 +0.2%
AG
263
Advisor Group
Arizona
$487K -$44.2K -515 -9%
ST
264
Spinnaker Trust
Maine
$482K
HFS
265
HL Financial Services
Kentucky
$477K +$6.17K +72 +1%
IPAM
266
ICICI Prudential Asset Management
India
$475K -$77.2K -900 -15%
N
267
Natixis
France
$475K +$215K +2,503 +95%
SBH
268
Segall Bryant & Hamill
Illinois
$464K +$432K +5,032 New
ACP
269
Aviance Capital Partners
Florida
$463K +$16.3K +190 +4%
BPM
270
Bronson Point Management
Connecticut
$461K +$429K +5,000 New
CG
271
Caprock Group
Idaho
$460K +$2.32K +27 +0.5%
FIM
272
Freedom Investment Management
Connecticut
$451K -$8.92K -104 -2%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$449K -$37.4K -436 -8%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$448K -$3.6K -42 -0.9%
TAM
275
Tyers Asset Management
Texas
$447K +$173K +2,016 +71%

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.