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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
Baird Financial Group
251
Baird Financial Group
Wisconsin
$575K +$83.7K +850 +16%
UIM
252
USS Investment Management
United Kingdom
$567K
WP
253
WealthSource Partners
California
$566K -$23.2K -236 -4%
5L
254
55I LLC
Massachusetts
$566K +$591K +6,000 New
SP
255
Symmetry Partners
Connecticut
$556K +$580K +5,894 New
SAM
256
Securian Asset Management
Minnesota
$528K -$15.9K -161 -3%
JF
257
Jump Financial
Illinois
$526K +$550K +5,581 New
NA
258
NewEdge Advisors
Louisiana
$522K +$231K +2,344 +73%
CAG
259
Csenge Advisory Group
Florida
$518K -$40.5K -411 -7%
SAM
260
Shell Asset Management
Netherlands
$517K
CC
261
Cipher Capital
New York
$516K +$26.5K +269 +5%
MF
262
Magnetar Financial
Illinois
$507K +$530K +5,379 New
LCM
263
Logan Capital Management
Pennsylvania
$485K
CCIA
264
Campbell & Co Investment Adviser
Maryland
$481K +$502K +5,100 New
SWP
265
Stratos Wealth Partners
Ohio
$470K +$83.8K +851 +21%
CIA
266
Capital Investment Advisors
Georgia
$469K -$7.19K -73 -1%
MFS
267
Mirabella Financial Services
United Kingdom
$469K +$490K +4,976 New
TD Asset Management
268
TD Asset Management
Ontario, Canada
$454K -$44K -447 -8%
PAMU
269
Pictet Asset Management (UK)
United Kingdom
$453K +$473K +4,800 New
CB
270
Cadence Bank
Mississippi
$449K
PA
271
Profund Advisors
Maryland
$443K +$187K +1,900 +68%
NWM
272
Northwest Wealth Management
Iowa
$441K -$39.4K -400 -8%
CB
273
Commerce Bank
Missouri
$430K -$22.8K -232 -5%
HIM
274
Hillsdale Investment Management
Ontario, Canada
$428K +$446K +4,530 New
SBA
275
Secrest Blakey & Associates
North Carolina
$425K

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.