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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
AssetMark Inc
401
AssetMark Inc
California
$7K +$2.76K +28 +65%
FHC
402
First Horizon Corporation
Tennessee
$7K +$7.58K +77 New
FFA
403
Founders Financial Alliance
North Carolina
$7K +$7.98K +81 New
TPCW
404
TD Private Client Wealth
New York
$6.32K
SIAS
405
Shine Investment Advisory Services
Colorado
$6K
RA
406
Rational Advisors
New York
$5K -$5.51K -56 -51%
FRA
407
Front Row Advisors
California
$5K -$295 -3 -6%
CAW
408
Cornerstone Advisors (Washington)
Washington
$5K
JWA
409
JFS Wealth Advisors
Pennsylvania
$5K
KTC
410
Kistler-Tiffany Companies
Pennsylvania
$5K
PA
411
Parallel Advisors
California
$5K
RIA
412
RPG Investment Advisory
California
$5K
SL
413
Savior LLC
Massachusetts
$5K
ST
414
Smithfield Trust
Pennsylvania
$5K +$5.42K +55 New
CTC
415
Central Trust Company
Missouri
$4K
VFA
416
Valeo Financial Advisors
Indiana
$4K
MIM
417
Macroview Investment Management
Maryland
$3K -$295 -3 -9%
EARNEST Partners
418
EARNEST Partners
Georgia
$3K
PFS
419
Prospera Financial Services
Texas
$2K -$339K -3,440 -99%
APWA
420
Atlas Private Wealth Advisors
New Jersey
$2K
MA
421
MCF Advisors
Kentucky
$2K
BCA
422
Berman Capital Advisors
Georgia
$1K
CFA
423
Carroll Financial Associates
North Carolina
$1K
TWA
424
TCI Wealth Advisors
Arizona
$1K
VRM
425
Vectors Research Management
New York
$1K

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.