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503 hedge funds and large institutions have $6.99B invested in Polaris in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $6.24B → $6.99B (+$758M)

7.16% more ownership

Funds ownership: 76.46%83.62% (+7.2%)

7% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 160

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 504503 (-1)

16% less call options, than puts

Call options by funds: $119M | Put options by funds: $142M

Holders
503
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
171
Reduced
160
Closed
74
Calls
$119M
Puts
$142M
Net Calls
-$22.7M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Capital Investment Advisors
Georgia
$714K +$33.2K +245 +5%
MP
277
McDonald Partners
Ohio
$706K +$19.4K +143 +3%
N
278
Natixis
France
$685K +$678K +5,000 New
CB
279
Cadence Bank
Mississippi
$682K +$14.1K +104 +2%
AWM
280
Avitas Wealth Management
California
$669K +$662K +4,887 New
NC
281
NewSquare Capital
Pennsylvania
$650K +$12.9K +95 +2%
AFAS
282
Acorn Financial Advisory Services
Virginia
$643K +$58.6K +432 +10%
CGH
283
Crossmark Global Holdings
Texas
$641K -$16.3K -120 -3%
LCM
284
Logan Capital Management
Pennsylvania
$637K
HSBC Holdings
285
HSBC Holdings
United Kingdom
$619K -$11.7M -86,494 -95%
MSRPS
286
Maryland State Retirement & Pension System
Maryland
$595K
PAMU
287
Pictet Asset Management (UK)
United Kingdom
$575K -$27.1K -200 -5%
TCWM
288
Total Clarity Wealth Management
Illinois
$572K
KBC Group
289
KBC Group
Belgium
$566K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$562K +$3.39K +25 +0.6%
SWP
291
Stratos Wealth Partners
Ohio
$547K -$16.5K -122 -3%
TWI
292
Thomas White International
Illinois
$543K
WG
293
Winton Group
United Kingdom
$540K +$534K +3,940 New
PAS
294
Park Avenue Securities
New York
$539K +$46.8K +345 +10%
MIA
295
MainStreet Investment Advisors
Illinois
$526K +$949 +7 +0.2%
BC
296
Burney Company
Virginia
$521K +$20.3K +150 +4%
IMRF
297
Illinois Municipal Retirement Fund
Illinois
$511K
Lido Advisors
298
Lido Advisors
California
$503K -$52.1K -384 -9%
AC
299
Apogem Capital
New York
$493K
CW
300
CreativeOne Wealth
Kansas
$493K +$262K +1,936 +116%

PII Hedge Fund Activity: Q2 2021 in Review

503 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2021, worth a combined $6.99B — up 12% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PII positions and 74 closed out — a net gain of 2 holders — while 171 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $376M. The largest seller was Wellington Management Group, cutting an estimated $55.5M.

  • 503 institutional investors held Polaris (PII) as of Q2 2021, down from 504 in Q1 2021.
  • Funds reported $6.99B of Polaris stock for Q2 2021, up 12% quarter-over-quarter.
  • 76 funds opened new Polaris positions in Q2 2021 and 74 closed out, a net change of +2 holders.
  • The largest Polaris buyer in Q2 2021 was Boston Partners, an estimated $376M added.
  • The largest Polaris seller in Q2 2021 was Wellington Management Group, an estimated $55.5M sold.

Based on aggregated 13F filings for Q2 2021.