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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
HighTower Advisors
276
HighTower Advisors
Illinois
$328K +$272K +3,568 New
Renaissance Technologies
277
Renaissance Technologies
New York
$324K -$22M -289,211 -99%
AFAS
278
Acorn Financial Advisory Services
Virginia
$323K +$266K +3,491 New
PFS
279
Prospera Financial Services
Texas
$318K -$360K -4,729 -58%
SCM
280
Shelton Capital Management
Colorado
$310K +$255K +3,350 New
WS
281
Wedbush Securities
California
$308K +$254K +3,332 New
BFM
282
Boothbay Fund Management
New York
$303K +$249K +3,270 New
NNP
283
Nachman Norwood & Parrott
South Carolina
$302K +$249K +3,264 New
DCM
284
Dupont Capital Management
Delaware
$298K -$128K -1,681 -34%
NA
285
NewEdge Advisors
Louisiana
$295K +$243K +3,192 New
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
$283K +$233K +3,061 New
IB
287
Intrust Bank
Kansas
$282K +$232K +3,045 New
SF
288
Symphony Financial
Texas
$278K +$229K +2,999 New
AC
289
Albar Capital
United Kingdom
$278K +$229K +3,000 New
WSC
290
Wellington Shields & Co
New York
$278K +$229K +3,000 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$276K -$13.7K -180 -6%
EP
292
Eudaimonia Partners
Tennessee
$276K -$12.6K -165 -5%
PWAG
293
Polaris Wealth Advisory Group
California
$273K +$229K +3,000 New
FCBT
294
First Citizens Bank & Trust
North Carolina
$262K +$216K +2,836 New
PA
295
Profund Advisors
Maryland
$259K +$213K +2,799 New
MWM
296
Marietta Wealth Management
Georgia
$253K +$209K +2,737 New
Tudor Investment Corp
297
Tudor Investment Corp
Connecticut
$252K -$131K -1,723 -39%
AAS
298
Avantax Advisory Services
Texas
$248K +$204K +2,682 New
HH
299
Hilltop Holdings
Texas
$247K +$203K +2,669 New
EB
300
Eastern Bank
Massachusetts
$241K +$198K +2,600 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.