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477 hedge funds and large institutions have $6.41B invested in Polaris in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $142M | Put options by funds: $90.7M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 462477 (+15)

2% more capital invested

Capital invested by funds: $6.3B → $6.41B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4.13% less ownership

Funds ownership: 87.29%83.16% (-4.1%)

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
58
Increased
141
Reduced
179
Closed
39
Calls
$142M
Puts
$90.7M
Net Calls
+$51.1M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Parallel Advisors
California
$14K
SIS
427
Sound Income Strategies
Florida
$14K +$9.01K +77 +193%
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K
MS
429
Marshall & Sullivan
Washington
$12.2K +$11.7K +100 New
S
430
SignatureFD
Georgia
$12K -$1.17K -10 -9%
CBOA
431
Commonwealth Bank of Australia
Australia
$12K
LF
432
Lee Financial
Texas
$12K
LC
433
Landaas & Company
Wisconsin
$12K +$11.7K +100 New
VFA
434
Valeo Financial Advisors
Indiana
$11K -$13.8K -118 -54%
CLOS
435
Compagnie Lombard Odier SCmA
Switzerland
$11K
MPPLM
436
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K
WIM
437
Westside Investment Management
California
$10.2K +$117 +1 +1%
SIAS
438
Shine Investment Advisory Services
Colorado
$10K
QCG
439
Quadrant Capital Group
Ohio
$10K +$2.57K +22 +28%
SF
440
Synovus Financial
Georgia
$9K
LA
441
Legacy Advisors
Pennsylvania
$9K +$8.89K +76 New
NSIM
442
North Star Investment Management
Illinois
$8K +$7.84K +67 New
CHC
443
City Holding Co
West Virginia
$7K
JWA
444
JFS Wealth Advisors
Pennsylvania
$7K +$6.79K +58 New
TC
445
Trilogy Capital
California
$7K +$7.02K +60 New
BCP
446
Blackhawk Capital Partners
Wisconsin
$7K +$18.4K +157 New
CMBA
447
C.M. Bidwell & Associates
Hawaii
$6K
TAIM
448
TD Ameritrade Investment Management
Nebraska
$6K +$5.38K +46 New
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.85K +50 New
KTC
450
Kistler-Tiffany Companies
Pennsylvania
$6K +$5.85K +50 New

PII Hedge Fund Activity: Q2 2018 in Review

477 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2018, worth a combined $6.41B — up 1.7% from $6.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PII positions and 39 closed out — a net gain of 19 holders — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Vanguard Group, adding an estimated $29.5M. The largest seller was Janus Henderson Group, cutting an estimated $129M.

  • 477 institutional investors held Polaris (PII) as of Q2 2018, up from 462 in Q1 2018.
  • Funds reported $6.41B of Polaris stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 58 funds opened new Polaris positions in Q2 2018 and 39 closed out, a net change of +19 holders.
  • The largest Polaris buyer in Q2 2018 was Vanguard Group, an estimated $29.5M added.
  • The largest Polaris seller in Q2 2018 was Janus Henderson Group, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2018.