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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
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$19K
FHA
377
Flagship Harbor Advisors
Massachusetts
$19K +$98 +1 +0.5%
AA
378
AlphaMark Advisors
Kentucky
$18K -$4.92K -50 -20%
SIS
379
Sound Income Strategies
Florida
$18K +$98 +1 +0.5%
CIA
380
CSat Investment Advisory
Michigan
$18K +$2.46K +25 +15%
PB
381
Pinnacle Bancorp
Nebraska
$17K
Fuller & Thaler Asset Management
382
Fuller & Thaler Asset Management
California
$16K
CMBA
383
C.M. Bidwell & Associates
Hawaii
$14K -$10.1K -103 -41%
PCM
384
Peregrine Capital Management
Minnesota
$12K
SSB
385
Sandy Spring Bank
Maryland
$12K
LF
386
Lee Financial
Texas
$11K
AA
387
Advisory Alpha
Michigan
$11K +$10K +102 New
Millennium Management
388
Millennium Management
New York
$10.4K +$9.59M +97,372 +783%
LWM
389
Liberty Wealth Management
California
$10K +$98 +1 +0.9%
MS
390
Marshall & Sullivan
Washington
$9K
TCOV
391
Trust Company of Vermont
Vermont
$9K
WT
392
Whittier Trust
California
$9K
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$8K
IRC
394
Investors Research Corp
Georgia
$8K
RIM
395
Rockbridge Investment Management
New York
$8K
ZB
396
Zions Bancorporation
Utah
$8K
NFG
397
Next Financial Group
Texas
$8K +$8.17K +83 New
Lazard Asset Management
398
Lazard Asset Management
New York
$8K +$9.06K +92 New
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$1.38K -14 -17%
GAM
400
Gemmer Asset Management
California
$7K

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.