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417 hedge funds and large institutions have $4.23B invested in Polaris in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 103 increasing their positions, 158 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

91% more capital invested

Capital invested by funds: $2.21B → $4.23B (+$2.02B)

37% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 84

7% more funds holding

Funds holding: 390417 (+27)

0.01% more ownership

Funds ownership: 74.59%74.6% (+0.01%)

35% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 158

57% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $121M

Holders
417
Holders Change
+27
Holders Change %
+6.92%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.1%
New
115
Increased
103
Reduced
158
Closed
84
Calls
$52.6M
Puts
$121M
Net Calls
-$68.6M
Net Calls Change
-$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
Cadence Bank
Mississippi
$440K +$229 +3 +0.1%
Nomura Asset Management
252
Nomura Asset Management
Japan
$434K -$533K -6,995 -60%
Macquarie Group
253
Macquarie Group
Australia
$423K +$181K +2,376 +108%
WCF
254
West Coast Financial
California
$422K -$41.2K -540 -11%
DSC
255
Duncker Streett & Co
Missouri
$418K -$8.38K -110 -2%
SBA
256
Secrest Blakey & Associates
North Carolina
$416K -$76.2K -1,000 -18%
RI
257
Ridgewood Investments
New Jersey
$410K -$37K -485 -10%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$407K
MIA
259
MainStreet Investment Advisors
Illinois
$401K -$62.3K -818 -16%
Aberdeen Group
260
Aberdeen Group
United Kingdom
$386K -$340K -4,467 -52%
RA
261
RFG Advisory
Alabama
$385K +$317K +4,159 New
SWP
262
Stratos Wealth Partners
Ohio
$382K +$314K +4,126 New
Verition Fund Management
263
Verition Fund Management
Connecticut
$376K +$310K +4,067 New
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$374K -$8.46K -111 -3%
TWI
265
Thomas White International
Illinois
$367K
VFP
266
Verus Financial Partners
Virginia
$359K -$236K -3,100 -44%
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$350K +$288K +3,779 New
RFC
268
Regions Financial Corp
Alabama
$346K +$284K +3,731 New
LIA
269
LS Investment Advisors
Michigan
$345K +$4.5K +59 +2%
AA
270
ALPS Advisors
Colorado
$343K +$282K +3,703 New
WAM
271
World Asset Management
Michigan
$342K +$282K +3,698 New
MSL
272
Mackay Shields LLC
New York
$337K +$277K +3,638 New
CFSG
273
Clark Financial Services Group
Missouri
$334K +$256K +3,365 New
VF
274
Virtu Financial
New York
$332K +$273K +3,582 New
MA
275
Mutual Advisors
Nebraska
$331K +$273K +3,580 New

PII Hedge Fund Activity: Q2 2020 in Review

417 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2020, worth a combined $4.23B — up 91% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new PII positions and 84 closed out — a net gain of 31 holders — while 103 added to existing stakes and 158 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $151M. The largest seller was Wells Fargo, cutting an estimated $197M.

  • 417 institutional investors held Polaris (PII) as of Q2 2020, up from 390 in Q1 2020.
  • Funds reported $4.23B of Polaris stock for Q2 2020, up 91% quarter-over-quarter.
  • 115 funds opened new Polaris positions in Q2 2020 and 84 closed out, a net change of +31 holders.
  • The largest Polaris buyer in Q2 2020 was Wellington Management Group, an estimated $151M added.
  • The largest Polaris seller in Q2 2020 was Wells Fargo, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2020.