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477 hedge funds and large institutions have $6.41B invested in Polaris in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $142M | Put options by funds: $90.7M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 462477 (+15)

2% more capital invested

Capital invested by funds: $6.3B → $6.41B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4.13% less ownership

Funds ownership: 87.29%83.16% (-4.1%)

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
58
Increased
141
Reduced
179
Closed
39
Calls
$142M
Puts
$90.7M
Net Calls
+$51.1M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Cadence Bank
Mississippi
$552K +$55.8K +477 +12%
TSWM
302
Triangle Securities Wealth Management
North Carolina
$549K -$43.9K -375 -8%
TCM
303
Teza Capital Management
Illinois
$547K -$51.1K -437 -9%
Verition Fund Management
304
Verition Fund Management
Connecticut
$541K +$518K +4,431 New
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$538K -$149K -1,270 -22%
UH
306
Unigestion Holding
Switzerland
$525K +$503K +4,300 New
IB
307
Intrust Bank
Kansas
$511K
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$505K -$26.2K -224 -5%
CG
309
Caprock Group
Idaho
$503K -$40.4K -345 -8%
SCM
310
Shelton Capital Management
Colorado
$502K
FIB
311
First Interstate Bank
Montana
$499K
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$486K +$17.7K +151 +4%
CIA
313
Capital Investment Advisors
Georgia
$485K -$7.6K -65 -2%
Korea Investment Corp
314
Korea Investment Corp
South Korea
$483K -$831K -7,100 -64%
WAM
315
World Asset Management
Michigan
$481K +$1.4K +12 +0.3%
Mariner
316
Mariner
Kansas
$479K +$459K +3,920 New
CSIC
317
Clifford Swan Investment Counsel
California
$467K +$2.11K +18 +0.5%
MPI
318
Mairs & Power Inc
Minnesota
$465K
FNBT
319
FineMark National Bank & Trust
Florida
$456K
JMPWA
320
JP Morgan Private Wealth Advisors
California
$453K +$434K +3,709 New
VNA
321
Valley National Advisers
Pennsylvania
$447K -$11.3K -97 -3%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$437K
KF
323
Krilogy Financial
Missouri
$428K -$351K -3,000 -46%
BF
324
BOK Financial
Oklahoma
$428K -$3.04K -26 -0.7%
RFC
325
Regions Financial Corp
Alabama
$421K -$109K -933 -21%

PII Hedge Fund Activity: Q2 2018 in Review

477 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2018, worth a combined $6.41B — up 1.7% from $6.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PII positions and 39 closed out — a net gain of 19 holders — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Vanguard Group, adding an estimated $29.5M. The largest seller was Janus Henderson Group, cutting an estimated $129M.

  • 477 institutional investors held Polaris (PII) as of Q2 2018, up from 462 in Q1 2018.
  • Funds reported $6.41B of Polaris stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 58 funds opened new Polaris positions in Q2 2018 and 39 closed out, a net change of +19 holders.
  • The largest Polaris buyer in Q2 2018 was Vanguard Group, an estimated $29.5M added.
  • The largest Polaris seller in Q2 2018 was Janus Henderson Group, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2018.