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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
CAN
326
Cetera Advisor Networks
California
$138K +$114K +1,490 New
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$132K
PCM
328
Prelude Capital Management
New York
$130K -$92.7K -1,216 -46%
AL
329
AJO LP
Pennsylvania
$117K +$97K +1,273 New
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$115K -$190K -2,496 -66%
GWM
331
Geneos Wealth Management
Colorado
$114K +$457 +6 +0.5%
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$102K -$394K -5,172 -82%
SFS
333
Sowell Financial Services
Arkansas
$102K +$305 +4 +0.4%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$99K
Simplex Trading
335
Simplex Trading
Illinois
$95K +$62.2K +816 +383%
RE
336
RBC Europe
United Kingdom
$87.9K
CWM
337
Campbell Wealth Management
Virginia
$74K +$61K +800 New
RFA
338
Reilly Financial Advisors
California
$71K
GG
339
Gleason Group
Kentucky
$67K +$305 +4 +0.6%
AF
340
Advisornet Financial
Minnesota
$66K -$14.8K -194 -21%
SO
341
STRS Ohio
Ohio
$66K
APA
342
American Portfolios Advisors
New York
$64.2K -$237K -3,116 -82%
ED
343
Exane Derivatives
France
$63.9K -$146K -1,912 -73%
PCG
344
Private Capital Group
Connecticut
$48K -$28.1K -369 -41%
TAIM
345
TD Ameritrade Investment Management
Nebraska
$44K +$10.7K +141 +42%
PVH
346
Psagot Value Holdings
Israel
$42K +$34.3K +450 New
BCV
347
Banque Cantonale Vaudoise
Switzerland
$37K -$134K -1,752 -82%
JFA
348
JNBA Financial Advisors
Minnesota
$37K -$19.1K -250 -38%
SF
349
Synovus Financial
Georgia
$37K -$16.4K -215 -35%
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$32K -$368K -4,835 -93%

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.