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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
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$218K +$5.61K +57 +3%
FFN
327
Focus Financial Network
Minnesota
$213K +$8.57K +87 +4%
LWM
328
Laidlaw Wealth Management
New York
$211K
IA
329
IFP Advisors
Florida
$207K -$1.67K -17 -0.8%
SF
330
Symphony Financial
Texas
$205K -$81.1K -824 -27%
RJT
331
Raymond James Trust
Florida
$202K +$211K +2,147 New
CAN
332
Cetera Advisor Networks
California
$200K +$62.4K +634 +43%
HR
333
Howe & Rusling
New York
$193K +$26.7K +271 +15%
FC
334
FORA Capital
Florida
$185K +$194K +1,966 New
EMFAT
335
Emerald Mutual Fund Advisers Trust
Pennsylvania
$184K +$192K +1,948 New
MAM
336
Meeder Asset Management
Ohio
$169K +$153K +1,555 +653%
NIPH
337
NN Investment Partners Holdings
Netherlands
$166K -$948K -9,628 -85%
IMRF
338
Illinois Municipal Retirement Fund
Illinois
$166K +$174K +1,763 New
Mitsubishi UFJ Trust & Banking
339
Mitsubishi UFJ Trust & Banking
Japan
$160K +$167K +1,700 New
BAM
340
Belpointe Asset Management
Nevada
$157K +$11.9K +121 +7%
Twin Tree Management
341
Twin Tree Management
Texas
$156K +$163K +1,651 New
ED
342
Exane Derivatives
France
$148K +$86.5K +878 +127%
VNA
343
Valley National Advisers
Pennsylvania
$143K
Schroder Investment Management Group
344
Schroder Investment Management Group
United Kingdom
$143K +$142K +1,444 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$124K +$4.73K +48 +4%
GWM
346
Geneos Wealth Management
Colorado
$116K +$492 +5 +0.4%
JC
347
JBF Capital
Colorado
$113K +$118K +1,200 New
SFS
348
Sowell Financial Services
Arkansas
$111K +$6.79K +69 +6%
NIM
349
NuWave Investment Management
New Jersey
$109K +$103K +1,045 +950%
CB
350
Community Bank
New York
$104K +$98.5K +1,000 +1,000%

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.