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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
EARNEST Partners
401
EARNEST Partners
Georgia
$3K
MIM
402
Macroview Investment Management
Maryland
$3K +$2.67K +35 New
MA
403
MCF Advisors
Kentucky
$2K
TL
404
TrueWealth LLC
Georgia
$2K
OPS
405
Orion Portfolio Solutions
Nebraska
$2K +$229 +3 +14%
MFT
406
Moisand Fitzgerald Tamayo
Florida
$2K +$1.37K +18 New
APWA
407
Atlas Private Wealth Advisors
New Jersey
$2K +$1.52K +20 New
CCA
408
Column Capital Advisors
Indiana
$2K +$2.06K +27 New
CFA
409
Carroll Financial Associates
North Carolina
$1K
EW
410
Evoke Wealth
California
$1K
VRM
411
Vectors Research Management
New York
$1K
TWA
412
TCI Wealth Advisors
Arizona
$1K +$915 +12 New
BCA
413
Berman Capital Advisors
Georgia
$1K +$991 +13 New
FP
414
Financial Perspectives
Minnesota
$745
WIM
415
Westside Investment Management
California
$12 +$76 +1 +0.8%
TI
416
tru Independence
Oregon
$2
Nordea Investment Management
417
Nordea Investment Management
Sweden
-$11.2M -231,699 Closed
Sumitomo Mitsui Trust Group
418
Sumitomo Mitsui Trust Group
Japan
-$10.3M -214,320 Closed
CWM
419
CIBC World Markets
New York
-$7.33M -152,300 Closed
BTW
420
Boston Trust Walden
Massachusetts
-$6.68M -138,707 Closed
MIS
421
Morningstar Investment Services
Illinois
-$6.13M -129,888 Closed
RCAMU
422
Rothschild & Co Asset Management US
Connecticut
-$4.7M -97,690 Closed
Bank of Nova Scotia
423
Bank of Nova Scotia
Ontario, Canada
-$3.4M -70,509 Closed
Schroder Investment Management Group
424
Schroder Investment Management Group
United Kingdom
-$3.07M -70,086 Closed
GAM
425
Gotham Asset Management
New York
-$3.33M -69,116 Closed

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.