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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
326
Commerce Bank
Missouri
$415K -$7.02K -60 -2%
GCA
327
Gideon Capital Advisors
New York
$406K -$99K -846 -20%
SWP
328
Stratos Wealth Partners
Ohio
$405K -$53.1K -454 -12%
DC
329
Davenport & Co
Virginia
$400K -$31.8K -272 -8%
Aberdeen Group
330
Aberdeen Group
United Kingdom
$399K +$382K +3,268 New
AF
331
Affiance Financial
Minnesota
$398K +$585 +5 +0.2%
MA
332
Mutual Advisors
Nebraska
$395K
WBC
333
Westpac Banking Corp
Australia
$388K
WS
334
Wedbush Securities
California
$382K +$9.01K +77 +3%
NIMI
335
Natixis Investment Managers International
France
$381K +$227K +1,941 +165%
OWD
336
Osborn Williams & Donohoe
Ohio
$369K +$93K +795 +36%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$363K +$37.7K +322 +12%
Janney Montgomery Scott
338
Janney Montgomery Scott
Pennsylvania
$352K +$75K +641 +29%
UCFA
339
United Capital Financial Advisors
Texas
$347K +$6.9K +59 +2%
N
340
Natixis
France
$345K +$331K +2,825 New
HR
341
Howe & Rusling
New York
$341K -$113K -964 -26%
SS
342
Simplicity Solutions
Minnesota
$335K +$320K +2,738 New
IA
343
IFG Advisory
Georgia
$324K -$25.6K -219 -8%
CRC
344
Curi RMB Capital
Illinois
$324K -$18.8K -161 -6%
II
345
IFM Investors
Australia
$322K +$99.1K +847 +47%
EB
346
Eastern Bank
Massachusetts
$318K
TRCT
347
Tower Research Capital (TRC)
New York
$308K -$950K -8,118 -76%
SSWM
348
Sheets Smith Wealth Management
North Carolina
$305K +$1.17K +10 +0.4%
BWM
349
BerganKDV Wealth Management
Minnesota
$294K -$4.09K -35 -1%
WC
350
Whitnell & Co
Illinois
$293K

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.