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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
CTC
376
Central Trust Company
Missouri
$169K -$20.1K -172 -11%
AAM
377
Advisors Asset Management
Colorado
$154K -$628K -5,364 -81%
OMCS
378
Old Mutual Customised Solutions
South Africa
$147K -$328K -2,800 -70%
WT
379
Washington Trust
Rhode Island
$123K +$118K +1,008 New
IP
380
Isthmus Partners
Wisconsin
$122K
PWAG
381
Polaris Wealth Advisory Group
California
$115K -$351K -3,000 -75%
TCOV
382
Trust Company of Vermont
Vermont
$111K -$5.38K -46 -5%
LS
383
Livforsakringsbolaget Skandia
Sweden
$108K
SMFS
384
Squar Milner Financial Services
California
$108K +$103K +882 New
ICOM
385
Investment Counselors of Maryland
Maryland
$101K
DZ Bank
386
DZ Bank
Germany
$99K
AF
387
Advisornet Financial
Minnesota
$98K -$5.26K -45 -5%
Fuller & Thaler Asset Management
388
Fuller & Thaler Asset Management
California
$98K
IA
389
IFP Advisors
Florida
$91K -$234K -1,997 -73%
NIM
390
NuWave Investment Management
New Jersey
$89K -$97.8K -836 -53%
SO
391
STRS Ohio
Ohio
$87K
JFA
392
JNBA Financial Advisors
Minnesota
$79K
PCM
393
Penserra Capital Management
California
$79K
HMS
394
Hanseatic Management Services
New Mexico
$70K -$854K -7,303 -93%
FHA
395
First Horizon Advisors
Tennessee
$65K +$43.8K +374 +231%
PGWM
396
Parisi Gray Wealth Management
New Jersey
$64K
CHP
397
Cable Hill Partners
Oregon
$63K
PCG
398
Private Capital Group
Connecticut
$57K -$14.2K -121 -20%
PHK
399
Point72 Hong Kong
Hong Kong
$51K +$48.6K +415 +10,375%
EA
400
Edge Advisors
Georgia
$50K

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.