We are live on ! Find out more

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
SCM
301
Shelton Capital Management
Colorado
$325K +$9.85K +100 +3%
PAM
302
Premier Asset Management
Illinois
$317K +$330K +3,356 New
Teacher Retirement System of Texas
303
Teacher Retirement System of Texas
Texas
$315K +$329K +3,341 New
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$313K +$32.9K +334 +11%
DSC
305
Duncker Streett & Co
Missouri
$311K -$121K -1,225 -27%
NNP
306
Nachman Norwood & Parrott
South Carolina
$307K -$1.18K -12 -0.4%
PWAG
307
Polaris Wealth Advisory Group
California
$306K
LAM
308
Lingohr Asset Management
Germany
$302K +$315K +3,200 New
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$297K +$8.66K +88 +3%
RFC
310
Regions Financial Corp
Alabama
$286K -$69.3K -704 -19%
IB
311
Intrust Bank
Kansas
$283K -$4.53K -46 -2%
Wolverine Trading
312
Wolverine Trading
Illinois
$279K -$1.06M -10,722 -78%
LP
313
LMR Partners
United Kingdom
$276K -$2.59M -26,335 -90%
MA
314
MANA Advisors
New York
$259K +$270K +2,742 New
CIM
315
Chiron Investment Management
New York
$259K +$271K +2,750 New
Neuberger Berman Group
316
Neuberger Berman Group
New York
$249K +$17K +173 +7%
EB
317
Eastern Bank
Massachusetts
$245K
VI
318
Versor Investments
New York
$241K -$384K -3,900 -60%
FCBT
319
First Citizens Bank & Trust
North Carolina
$241K -$27.8K -282 -10%
HH
320
Hilltop Holdings
Texas
$233K -$19.7K -200 -7%
VAS
321
Vestmark Advisory Solutions
Massachusetts
$229K +$8.76K +89 +4%
ABC
322
Associated Banc-Corp
Wisconsin
$226K
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
$226K +$57.8K +587 +32%
MWM
324
Mission Wealth Management
California
$219K
HAG
325
HighPoint Advisor Group
Illinois
$219K +$215K +2,182 New

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.