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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
PA
301
Profund Advisors
Maryland
$489K -$9.63K -71 -2%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$486K +$1.08K +8 +0.2%
PFS
303
Prospera Financial Services
Texas
$486K +$9.63K +71 +2%
MML Investors Services
304
MML Investors Services
Massachusetts
$486K +$71.7K +529 +18%
SIC
305
Salem Investment Counselors
North Carolina
$486K +$481K +3,547 New
NWM
306
Northwest Wealth Management
Iowa
$478K
AAS
307
Avantax Advisory Services
Texas
$474K -$109K -806 -19%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$474K +$51.1K +377 +12%
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$468K -$332K -2,452 -42%
RFC
310
Regions Financial Corp
Alabama
$468K -$8.81K -65 -2%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$462K +$678 +5 +0.1%
CFSG
312
Clark Financial Services Group
Missouri
$461K +$456K +3,365 New
VFP
313
Verus Financial Partners
Virginia
$459K
NNP
314
Nachman Norwood & Parrott
South Carolina
$445K
RJT
315
Raymond James Trust
Florida
$443K +$202K +1,492 +86%
SCM
316
Shelton Capital Management
Colorado
$440K
CG
317
Colony Group
Massachusetts
$431K +$62.9K +464 +17%
PAM
318
Panagora Asset Management
Massachusetts
$426K -$52.1K -384 -11%
CIAS
319
Capital Investment Advisory Services
North Carolina
$420K +$415K +3,065 New
FM
320
Foster & Motley
Ohio
$418K +$413K +3,050 New
CAG
321
Csenge Advisory Group
Florida
$403K -$13.2K -97 -3%
PWAG
322
Polaris Wealth Advisory Group
California
$403K
SP
323
Symmetry Partners
Connecticut
$400K
HAG
324
HighPoint Advisor Group
Illinois
$399K +$28.6K +211 +8%
HH
325
Hilltop Holdings
Texas
$397K -$189K -1,391 -32%

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.