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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
BWM
351
BerganKDV Wealth Management
Minnesota
$32K -$8.76K -115 -25%
CFGS
352
Concourse Financial Group Securities
Alabama
$30K -$1.14K -15 -4%
THWM
353
Taylor Hoffman Wealth Management
Virginia
$28K +$22.9K +300 New
CWP
354
CFM Wealth Partners
Texas
$24K
AA
355
AlphaMark Advisors
Kentucky
$23K
CMBA
356
C.M. Bidwell & Associates
Hawaii
$23K +$19.2K +252 New
MAM
357
Meeder Asset Management
Ohio
$22K -$48.6K -638 -73%
QCG
358
Quadrant Capital Group
Ohio
$22K +$7.62K +100 +75%
PAM
359
Panagora Asset Management
Massachusetts
$21K -$381K -4,995 -96%
CI
360
CX Institutional
Indiana
$21K +$16.1K +211 +1,507%
MLFP
361
MPS Loria Financial Planners
Illinois
$21K +$17.7K +232 New
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$19K -$7.62K -100 -33%
FHA
363
Flagship Harbor Advisors
Massachusetts
$18K +$76 +1 +0.5%
PB
364
Pinnacle Bancorp
Nebraska
$17K
SIS
365
Sound Income Strategies
Florida
$17K +$76 +1 +0.5%
CIA
366
CSat Investment Advisory
Michigan
$16K -$4.04K -53 -24%
Fuller & Thaler Asset Management
367
Fuller & Thaler Asset Management
California
$16K
SSB
368
Sandy Spring Bank
Maryland
$12K -$4.57K -60 -32%
PCM
369
Peregrine Capital Management
Minnesota
$12K
LF
370
Lee Financial
Texas
$11K
NIM
371
NuWave Investment Management
New Jersey
$10K -$72.9K -956 -90%
LWM
372
Liberty Wealth Management
California
$10K +$76 +1 +0.9%
RA
373
Rational Advisors
New York
$10K +$8.38K +110 New
TCOV
374
Trust Company of Vermont
Vermont
$9K -$22.9K -300 -75%
WT
375
Whittier Trust
California
$9K -$17.1K -225 -70%

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.