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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
SC
351
SouthState Corp
Florida
$280K +$269K +2,296 New
SFG
352
SevenBridge Financial Group
Pennsylvania
$273K -$23.4K -200 -8%
CWM
353
Cornerstone Wealth Management
Missouri
$266K +$3.84M +32,854 New
ST
354
Spinnaker Trust
Maine
$259K
CONA
355
Capital One National Association
New York
$256K -$341K -2,912 -58%
PMFA
356
Plante Moran Financial Advisors
Michigan
$250K +$145K +1,238 +153%
Macquarie Group
357
Macquarie Group
Australia
$244K -$23.4K -200 -9%
GC
358
Gratus Capital
Georgia
$238K -$205K -1,750 -47%
SBH
359
Segall Bryant & Hamill
Illinois
$236K -$159K -1,359 -41%
MIS
360
Morningstar Investment Services
Illinois
$230K -$23.5K -201 -10%
CI
361
Cigna Investments
Connecticut
$229K -$32.4K -277 -13%
HAG
362
HighPoint Advisor Group
Illinois
$226K +$4.68K +40 +2%
RI
363
Ridgewood Investments
New Jersey
$226K +$216K +1,847 New
Daiwa Securities Group
364
Daiwa Securities Group
Japan
$220K -$3.71M -31,706 -95%
HIMCH
365
Hartford Investment Management Co (HIMCO)
Connecticut
$216K +$207K +1,770 New
KWM
366
Kingsview Wealth Management
Oregon
$213K +$204K +1,745 New
KCM
367
Kornitzer Capital Management
Kansas
$208K -$338K -2,892 -63%
Nordea Investment Management
368
Nordea Investment Management
Sweden
$208K
EGM
369
Engineers Gate Manager
New York
$208K +$199K +1,700 New
CSS
370
Cubist Systematic Strategies
Connecticut
$205K -$343K -2,929 -64%
LWAC
371
Laurel Wealth Advisors (California)
California
$203K +$195K +1,666 New
Walleye Trading
372
Walleye Trading
New York
$183K +$15.3K +131 +10%
ATFA
373
All Terrain Financial Advisors
Minnesota
$179K +$234 +2 +0.1%
AIM
374
Advantage Investment Management
Iowa
$170K
WAM
375
Wealthspire Advisors (Maryland)
Maryland
$170K +$6.2K +53 +4%

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.