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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
Neuberger Berman Group
301
Neuberger Berman Group
New York
$227K +$187K +2,460 New
MG
302
Mather Group
Illinois
$224K +$185K +2,423 New
ABC
303
Associated Banc-Corp
Wisconsin
$222K -$1.91K -25 -1%
PC
304
PA Capital
Virginia
$222K +$183K +2,400 New
CA
305
Claro Advisors
Massachusetts
$220K +$181K +2,372 New
VAS
306
Vestmark Advisory Solutions
Massachusetts
$216K +$178K +2,338 New
MWM
307
Mission Wealth Management
California
$215K +$177K +2,319 New
TCM
308
Teza Capital Management
Illinois
$214K +$176K +2,314 New
TSWM
309
Triangle Securities Wealth Management
North Carolina
$213K +$176K +2,305 New
MPI
310
Mairs & Power Inc
Minnesota
$212K +$175K +2,292 New
OSIA
311
O'Shares Investment Advisers
Massachusetts
$211K +$174K +2,284 New
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$208K +$171K +2,249 New
BFEC
313
Benjamin F. Edwards & Company
Missouri
$207K +$77.9K +1,022 +84%
LWM
314
Laidlaw Wealth Management
New York
$207K +$170K +2,236 New
QT
315
Quantbot Technologies
New York
$205K +$144K +1,890 +576%
IA
316
IFP Advisors
Florida
$202K +$137K +1,796 +513%
OIA
317
OneDigital Investment Advisors
Kansas
$202K +$167K +2,188 New
FFN
318
Focus Financial Network
Minnesota
$201K +$166K +2,174 New
PIMG
319
Patriot Investment Management Group
Tennessee
$193K +$159K +2,090 New
Acadian Asset Management
320
Acadian Asset Management
Massachusetts
$168K +$138K +1,817 New
HR
321
Howe & Rusling
New York
$164K -$8.08K -106 -6%
BAM
322
Belpointe Asset Management
Nevada
$151K +$125K +1,634 New
ICM
323
Islay Capital Management
Texas
$148K +$122K +1,603 New
HIIFS
324
Harel Insurance Investments & Financial Services
Israel
$146K
VNA
325
Valley National Advisers
Pennsylvania
$140K -$86.1K -1,130 -43%

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.