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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
MA
401
MUFG Americas
New York
$4K
TWMP
402
Taylor Wealth Management Partners
Massachusetts
$4K
MCIA
403
Mountain Capital Investment Advisors
Colorado
$4K +$3.43K +40 New
CMBA
404
C.M. Bidwell & Associates
Hawaii
$4K +$4.12K +48 New
FCMT
405
Founders Capital Management (Texas)
Texas
$3K
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
PFSC
407
Peoples Financial Services Corp
Pennsylvania
$3K
SBL
408
Sargent Bickham Lagudis
Colorado
$3K
QCG
409
Quadrant Capital Group
Ohio
$2K -$2.49K -29 -35%
MA
410
MCF Advisors
Kentucky
$2K
NC
411
NewSquare Capital
Pennsylvania
$2K
RFM
412
Royal Fund Management
Florida
$2K +$2.57K +30 New
MWM
413
MinichMacGregor Wealth Management
New York
$1K -$257 -3 -17%
AAP
414
Arax Advisory Partners
Colorado
$1K
CAW
415
Cornerstone Advisors (Washington)
Washington
$1K
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.29K +15 New
TC
417
Trust Company
Kansas
$1K +$1.37K +16 New
Capital World Investors
418
Capital World Investors
California
-$29.3M -350,000 Closed
Citadel Advisors
419
Citadel Advisors
Florida
-$15.4M -180,117 Closed
MSU
420
Mizuho Securities USA
New York
-$3.61M -42,400 Closed
MFWM
421
Motley Fool Wealth Management
Virginia
-$2.81M -33,480 Closed
Lord, Abbett & Co
422
Lord, Abbett & Co
New Jersey
-$2.46M -29,400 Closed
DM
423
Diker Management
New York
-$2.26M -27,000 Closed
MAM
424
Morse Asset Management
Connecticut
-$1.7M -20,300 Closed
RIA
425
Regal Investment Advisors
Michigan
-$1.68M -20,027 Closed

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.