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420 hedge funds and large institutions have $5.53B invested in Polaris in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

33% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $52.1M

31% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 133

12% more capital invested

Capital invested by funds: $4.94B → $5.53B (+$589M)

1.5% more ownership

Funds ownership: 93.7%95.19% (+1.5%)

5% less funds holding

Funds holding: 440420 (-20)

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
420
Holders Change
-20
Holders Change %
-4.55%
% of All Funds
10.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
31
Increased
174
Reduced
133
Closed
48
Calls
$69.4M
Puts
$52.1M
Net Calls
+$17.3M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
376
First Horizon Advisors
Tennessee
$23K -$48.4K -564 -68%
Bessemer Group
377
Bessemer Group
New Jersey
$22K
YWP
378
YorkBridge Wealth Partners
New York
$22K
Barrow, Hanley, Mewhinney & Strauss
379
Barrow, Hanley, Mewhinney & Strauss
Texas
$21K
MLFP
380
MPS Loria Financial Planners
Illinois
$19K +$18.4K +215 New
CPIG
381
Chicago Partners Investment Group
Illinois
$18K -$1.3M -15,174 -99%
CFA
382
Camarda Financial Advisors
Florida
$17K +$16.2K +189 New
GWM
383
Geneos Wealth Management
Colorado
$16K +$4.29K +50 +40%
CFD
384
Creative Financial Designs
Indiana
$15K
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K +$3.86K +45 +45%
GAM
386
Gemmer Asset Management
California
$11K
GI
387
Gradient Investments
Minnesota
$11K
HCC
388
Hirtle Callaghan & Co
Pennsylvania
$10K -$2.23K -26 -19%
AssetMark Inc
389
AssetMark Inc
California
$10K +$515 +6 +6%
WEC
390
Winslow Evans & Crocker
Massachusetts
$9.68K -$86 -1 -0.9%
BWM
391
Baystate Wealth Management
Massachusetts
$9K
CB
392
Community Bank
New York
$9K
TRCT
393
Tower Research Capital (TRC)
New York
$9K +$8.58K +100 New
CLOS
394
Compagnie Lombard Odier SCmA
Switzerland
$8K
PA
395
Parallel Advisors
California
$8K +$1.37K +16 +23%
WIM
396
Westside Investment Management
California
$7.21K
LF
397
Lee Financial
Texas
$7K
ZB
398
Zions Bancorporation
Utah
$7K
SIAS
399
Shine Investment Advisory Services
Colorado
$7K +$6.35K +74 New
DVM
400
Dreman Value Management
Florida
$6K +$5.32K +62 New

PII Hedge Fund Activity: Q2 2017 in Review

420 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2017, worth a combined $5.53B — up 12% from $4.94B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PII and 31 opened new positions — a net loss of 17 holders — while 133 trimmed existing stakes and 174 added.

The largest buyer was Janus Henderson Group, adding an estimated $206M. The largest seller was Capital World Investors, exiting entirely with an estimated $29.3M sold.

  • 420 institutional investors held Polaris (PII) as of Q2 2017, down from 440 in Q1 2017.
  • Funds reported $5.53B of Polaris stock for Q2 2017, up 12% quarter-over-quarter.
  • 31 funds opened new Polaris positions in Q2 2017 and 48 closed out, a net change of -17 holders.
  • The largest Polaris buyer in Q2 2017 was Janus Henderson Group, an estimated $206M added.
  • The largest Polaris seller in Q2 2017 was Capital World Investors, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2017.