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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
TPCW
326
TD Private Client Wealth
New York
$393K +$380K +2,800 +4,179%
WAM
327
World Asset Management
Michigan
$387K -$21.6K -159 -5%
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$386K -$267K -1,970 -41%
HR
329
Howe & Rusling
New York
$370K -$15K -111 -4%
CG
330
Cutler Group
California
$369K +$163K +1,200 +80%
QI
331
Qtron Investments
Massachusetts
$367K +$363K +2,677 New
EB
332
Eastern Bank
Massachusetts
$356K
NFG
333
Next Financial Group
Texas
$355K +$336K +2,476 +2,030%
CAN
334
Cetera Advisor Networks
California
$347K +$89.2K +658 +35%
OAM
335
Optimal Asset Management
California
$346K
VPIM
336
Vanguard Personalized Indexing Management
California
$344K +$340K +2,510 New
ACI
337
AMP Capital Investors
Australia
$342K +$339K +2,502 New
KWM
338
Kingsview Wealth Management
Oregon
$341K -$1.57M -11,586 -82%
TC
339
Tatro Capital
Kentucky
$328K +$79.3K +585 +32%
CIBC Asset Management
340
CIBC Asset Management
Ontario, Canada
$323K +$949 +7 +0.3%
LA
341
LVW Advisors
New York
$319K -$254K -1,874 -45%
MWM
342
Mission Wealth Management
California
$318K
ONB
343
Old National Bancorp
Indiana
$316K +$313K +2,309 New
WSFS
344
Wilmington Savings Fund Society
Delaware
$316K +$313K +2,310 New
HWAM
345
Hennion & Walsh Asset Management
New Jersey
$306K -$145K -1,073 -32%
KFP
346
KMG Fiduciary Partners
Ohio
$302K +$63K +465 +27%
MFW
347
Meristem Family Wealth
Minnesota
$301K +$298K +2,200 New
VAS
348
Vestmark Advisory Solutions
Massachusetts
$300K +$54K +398 +22%
CCM
349
Crew Capital Management
Ohio
$298K -$6.78K -50 -2%
FCBT
350
First Citizens Bank & Trust
North Carolina
$297K -$46K -339 -14%

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.