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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
Canada Pension Plan Investment Board
401
Canada Pension Plan Investment Board
Ontario, Canada
$118K -$94.8K -699 -45%
LSA
402
Leonteq Securities AG
Switzerland
$116K -$8.54K -63 -7%
EIM
403
Essex Investment Management
Massachusetts
$110K
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$110K
DSC
405
Duncker Streett & Co
Missouri
$108K -$54.2K -400 -34%
AWA
406
Arkadios Wealth Advisors
Georgia
$103K +$32.3K +238 +46%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$99K
CTC
408
Central Trust Company
Missouri
$87K -$2.03K -15 -2%
BU
409
BBVA USA
Alabama
$81K +$79.7K +588 New
BFEC
410
Benjamin F. Edwards & Company
Missouri
$77K -$12.7K -94 -14%
TAIM
411
TD Ameritrade Investment Management
Nebraska
$74K +$271 +2 +0.4%
ED
412
Exane Derivatives
France
$72.8K -$294K -2,172 -80%
S
413
SignatureFD
Georgia
$72K -$79.6K -587 -53%
JFA
414
JNBA Financial Advisors
Minnesota
$68K +$13.6K +100 +25%
AA
415
Addison Advisors
Vermont
$67K +$66K +487 New
MAM
416
Meeder Asset Management
Ohio
$63K -$10.7K -79 -15%
1IA
417
1834 Investment Advisors
Wisconsin
$48K +$47.4K +350 New
JCM
418
Jacobi Capital Management
Pennsylvania
$46K +$45.4K +335 New
FPS
419
Fieldpoint Private Securities
Connecticut
$45K -$8.95K -66 -16%
CFGS
420
Concourse Financial Group Securities
Alabama
$45K +$18.2K +134 +68%
MC
421
Maverick Capital
Texas
$43K -$14.6K -108 -25%
SWM
422
Spire Wealth Management
Virginia
$42K
BWM
423
BerganKDV Wealth Management
Minnesota
$40K +$949 +7 +2%
CFO
424
CVA Family Office
Colorado
$34K
PCG
425
Private Capital Group
Connecticut
$32K

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.