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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
IRF
376
IBM Retirement Fund
New York
$230K -$52.2K -385 -19%
PCS
377
Personal CFO Solutions
New Jersey
$227K +$225K +1,660 New
M&T Bank
378
M&T Bank
New York
$226K -$610K -4,498 -73%
CPO
379
Cerity Partners OCIO
New York
$223K -$1.76K -13 -0.8%
FMT
380
First Mercantile Trust
Tennessee
$223K
HWMG
381
Hurlow Wealth Management Group
Indiana
$219K -$2.58K -19 -1%
BCM
382
Brookstone Capital Management
Illinois
$217K +$225K +1,658 New
TC
383
Truvestments Capital
Florida
$214K +$212K +1,565 New
Luther King Capital Management (LKCM)
384
Luther King Capital Management (LKCM)
Texas
$205K
Sumitomo Mitsui Trust Group
385
Sumitomo Mitsui Trust Group
Japan
$205K +$203K +1,499 New
RIL
386
Rothschild Investment LLC
Illinois
$204K +$202K +1,490 New
VNA
387
Valley National Advisers
Pennsylvania
$201K
GG
388
Gleason Group
Kentucky
$185K +$813 +6 +0.4%
VI
389
Vestcor Inc
New Brunswick, Canada
$178K +$176K +1,300 New
IA
390
IFP Advisors
Florida
$170K +$122K +903 +263%
GWM
391
Geneos Wealth Management
Colorado
$153K +$542 +4 +0.4%
SSB
392
Sandy Spring Bank
Maryland
$148K +$10K +74 +7%
DAM
393
Delta Asset Management
Tennessee
$137K
IP
394
Isthmus Partners
Wisconsin
$137K +$136K +1,000 New
APA
395
American Portfolios Advisors
New York
$134K +$22.1K +163 +20%
RE
396
RBC Europe
United Kingdom
$130K
CFN
397
Cordasco Financial Network
Florida
$127K +$125K +925 New
SOW
398
State of Wyoming
Wyoming
$124K +$123K +905 New
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$121K
ICM
400
Islay Capital Management
Texas
$119K -$51K -376 -30%

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.