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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
IB
351
Intrust Bank
Kansas
$296K
LIG
352
Lokken Investment Group
Delaware
$288K
CA
353
Claro Advisors
Massachusetts
$288K +$11K +81 +4%
HIS
354
Harvest Investment Services
Illinois
$288K +$285K +2,104 New
AWM
355
AE Wealth Management
Kansas
$281K -$446K -3,289 -62%
MCM
356
Maple Capital Management
Vermont
$278K +$285K +2,100 New
PCM
357
Prelude Capital Management
New York
$274K -$447K -3,300 -62%
OC
358
Oppenheimer & Co
New York
$273K +$270K +1,992 New
KAS
359
Kestra Advisory Services
Texas
$271K +$45.7K +337 +21%
CAM
360
Cresset Asset Management
Illinois
$269K -$1.9K -14 -0.7%
FNBT
361
FineMark National Bank & Trust
Florida
$269K +$13.6K +100 +5%
PIMG
362
Patriot Investment Management Group
Tennessee
$265K +$1.08K +8 +0.4%
CIC
363
Crawford Investment Counsel
Georgia
$259K +$256K +1,890 New
ACM
364
Alpha Capital Management
Texas
$255K
RA
365
RFG Advisory
Alabama
$253K -$108K -794 -30%
AF
366
Affiance Financial
Minnesota
$250K -$9.08K -67 -4%
CI
367
Cigna Investments
Connecticut
$248K -$40.7K -300 -14%
HA
368
Harfst & Associates
Wyoming
$248K +$246K +1,818 New
DC
369
Davenport & Co
Virginia
$243K +$241K +1,775 New
MW
370
Marcum Wealth
Ohio
$240K +$10.2K +75 +4%
PSIWM
371
Paradigm Strategies in Wealth Management
Minnesota
$235K
SCA
372
Snowden Capital Advisors
New York
$234K +$24.8K +183 +12%
PPP
373
Private Portfolio Partners
New Jersey
$233K +$230K +1,700 New
Verition Fund Management
374
Verition Fund Management
Connecticut
$231K +$228K +1,684 New
CFG
375
Cooper Financial Group
California
$231K +$229K +1,687 New

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.