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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
S
351
SignatureFD
Georgia
$101K +$100K +1,016 +2,032%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$99K
RE
353
RBC Europe
United Kingdom
$89.6K
BFEC
354
Benjamin F. Edwards & Company
Missouri
$83K -$134K -1,359 -61%
GG
355
Gleason Group
Kentucky
$69K +$492 +5 +0.7%
AF
356
Advisornet Financial
Minnesota
$68K +$295 +3 +0.4%
SO
357
STRS Ohio
Ohio
$67K
Canada Pension Plan Investment Board
358
Canada Pension Plan Investment Board
Ontario, Canada
$65K -$2.05M -20,777 -97%
Parallax Volatility Advisers
359
Parallax Volatility Advisers
California
$65K -$40.8K -414 -38%
APA
360
American Portfolios Advisors
New York
$62.5K -$3.05K -31 -4%
TAIM
361
TD Ameritrade Investment Management
Nebraska
$54K +$9.45K +96 +20%
HIIFS
362
Harel Insurance Investments & Financial Services
Israel
$51K -$102K -1,036 -66%
C
363
Cerebellum
California
$50K +$52.4K +532 New
PVH
364
Psagot Value Holdings
Israel
$47K +$4.73K +48 +11%
CI
365
CX Institutional
Indiana
$44K +$24.1K +245 +109%
PCG
366
Private Capital Group
Connecticut
$41K -$9.16K -93 -18%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$39K +$7.38K +75 +22%
JFA
368
JNBA Financial Advisors
Minnesota
$38K
BCV
369
Banque Cantonale Vaudoise
Switzerland
$35K -$2.85K -29 -7%
BWM
370
BerganKDV Wealth Management
Minnesota
$22K -$11.3K -115 -33%
QCG
371
Quadrant Capital Group
Ohio
$22K
MLFP
372
MPS Loria Financial Planners
Illinois
$22K +$197 +2 +0.9%
FQ
373
First Quadrant
California
$21K +$21.7K +220 New
PFWA
374
Paces Ferry Wealth Advisors
Georgia
$21K +$21.7K +220 New
CFGS
375
Concourse Financial Group Securities
Alabama
$20K -$11.5K -117 -36%

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.