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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
PC
276
PA Capital
Virginia
$425K +$207K +2,100 +88%
KBC Group
277
KBC Group
Belgium
$422K -$650K -6,606 -60%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$417K +$1.67K +17 +0.4%
MIA
279
MainStreet Investment Advisors
Illinois
$405K -$4.13K -42 -1%
ACM
280
AlphaCrest Capital Management
New York
$402K +$419K +4,256 New
WS
281
Wedbush Securities
California
$401K +$90.1K +915 +27%
LA
282
LVW Advisors
New York
$396K +$414K +4,200 New
Macquarie Group
283
Macquarie Group
Australia
$394K -$39.3K -399 -9%
JMPWA
284
JP Morgan Private Wealth Advisors
California
$392K -$344K -3,489 -46%
WCF
285
West Coast Financial
California
$383K -$48.8K -496 -11%
Aberdeen Group
286
Aberdeen Group
United Kingdom
$383K -$10.9K -111 -3%
RA
287
RFG Advisory
Alabama
$381K -$11.7K -119 -3%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$377K -$4.13K -42 -1%
TWI
289
Thomas White International
Illinois
$374K
CIP
290
Convergence Investment Partners
Florida
$371K +$387K +3,933 New
VWA
291
V Wealth Advisors
Kansas
$369K +$385K +3,910 New
BCM
292
Bayesian Capital Management
New York
$368K -$532K -5,400 -58%
LNWWM
293
Laird Norton Wetherby Wealth Management
California
$357K
RI
294
Ridgewood Investments
New Jersey
$352K -$69.1K -702 -16%
LIA
295
LS Investment Advisors
Michigan
$351K
MA
296
Mutual Advisors
Nebraska
$338K
AAS
297
Avantax Advisory Services
Texas
$332K +$82.4K +837 +31%
AFAS
298
Acorn Financial Advisory Services
Virginia
$331K +$2.27K +23 +0.7%
WG
299
Winton Group
United Kingdom
$328K +$342K +3,478 New
WAM
300
World Asset Management
Michigan
$325K -$25K -254 -7%

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.