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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
SPIA
276
Steward Partners Investment Advisory
New York
$437K +$382K +4,454 +1,525%
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$431K -$20.3M -237,200 -98%
HR
278
Howe & Rusling
New York
$431K +$10.6K +124 +3%
WAM
279
World Asset Management
Michigan
$424K +$3.94K +46 +1%
IB
280
Intrust Bank
Kansas
$421K -$95.5K -1,113 -20%
DL
281
Delta Lloyd
Netherlands
$417K
TG
282
TLP Group
Illinois
$413K +$6.43K +75 +2%
SCM
283
Shelton Capital Management
Colorado
$412K -$600 -7 -0.2%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$412K
LS
285
Livforsakringsbolaget Skandia
Sweden
$411K
BF
286
BOK Financial
Oklahoma
$410K +$133K +1,553 +54%
FHB
287
First Hawaiian Bank
Hawaii
$402K -$2.57K -30 -0.7%
RCM
288
Riverhead Capital Management
Delaware
$402K +$160K +1,861 +74%
FB
289
Fulton Bank
Pennsylvania
$398K -$31.6K -369 -8%
LCS
290
Levin Capital Strategies
New York
$397K +$19.4K +226 +6%
GI
291
GS Investments
Minnesota
$396K +$368K +4,290 New
Franklin Resources
292
Franklin Resources
California
$390K +$363K +4,227 New
Tudor Investment Corp
293
Tudor Investment Corp
Connecticut
$384K +$357K +4,159 New
Robeco Institutional Asset Management
294
Robeco Institutional Asset Management
Netherlands
$379K
SWP
295
Stratos Wealth Partners
Ohio
$378K +$3.86K +45 +1%
FIB
296
First Interstate Bank
Montana
$376K +$61.3K +715 +21%
CIA
297
Capital Investment Advisors
Georgia
$359K +$429 +5 +0.1%
MPI
298
Mairs & Power Inc
Minnesota
$351K +$29.2K +340 +10%
NA
299
Neuburgh Advisers
California
$351K +$136K +1,584 +71%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$349K

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.