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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
Pacer Advisors
376
Pacer Advisors
Pennsylvania
$9K -$457 -6 -6%
CB
377
Community Bank
New York
$9K
MS
378
Marshall & Sullivan
Washington
$9K +$7.62K +100 New
CLOS
379
Compagnie Lombard Odier SCmA
Switzerland
$8K
IRC
380
Investors Research Corp
Georgia
$8K
RIM
381
Rockbridge Investment Management
New York
$8K +$6.86K +90 New
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$533 -7 -8%
ZB
383
Zions Bancorporation
Utah
$7K
TPCW
384
TD Private Client Wealth
New York
$6.2K -$2.52K -33 -33%
GAM
385
Gemmer Asset Management
California
$6K -$1.98K -26 -27%
SIAS
386
Shine Investment Advisory Services
Colorado
$6K -$1.3K -17 -20%
CAW
387
Cornerstone Advisors (Washington)
Washington
$5K -$5.03K -66 -57%
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$5K -$3.73K -49 -49%
FRA
389
Front Row Advisors
California
$5K -$76 -1 -2%
CAGAS
390
Capital Advisory Group Advisory Services
Minnesota
$5K
JWA
391
JFS Wealth Advisors
Pennsylvania
$5K
SL
392
Savior LLC
Massachusetts
$5K
S
393
SignatureFD
Georgia
$5K +$3.05K +40 +400%
RIA
394
RPG Investment Advisory
California
$5K +$4.04K +53 New
CTC
395
Central Trust Company
Missouri
$4K -$18K -236 -83%
PA
396
Parallel Advisors
California
$4K -$17K -223 -81%
VFA
397
Valeo Financial Advisors
Indiana
$4K -$7.62K -100 -72%
MA
398
MUFG Americas
New York
$4K
SCA
399
Stonebridge Capital Advisors
Minnesota
$4K
AssetMark Inc
400
AssetMark Inc
California
$4K +$3.28K +43 New

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.