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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
MA
451
MUFG Americas
New York
$5K
SWMG
452
Signature Wealth Management Group
Georgia
$5K
TWMP
453
Taylor Wealth Management Partners
Massachusetts
$5K
ACS
454
Archford Capital Strategies
Illinois
$5K +$1.05K +9 +32%
RA
455
Rational Advisors
New York
$5K +$4.68K +40 New
BGIM
456
Brandywine Global Investment Management
Pennsylvania
$4K
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$4K
SFM
459
Signet Financial Management
New Jersey
$4K
ST
460
Smithfield Trust
Pennsylvania
$4K
EARNEST Partners
461
EARNEST Partners
Georgia
$3K
JA
462
JOYN Advisors
Georgia
$3K +$3.04K +26 New
RCAG
463
Rehmann Capital Advisory Group
Michigan
$2.57K -$37.4K -320 -94%
GI
464
Gradient Investments
Minnesota
$2K -$105K -900 -99%
CAW
465
Cornerstone Advisors (Washington)
Washington
$2K -$19.1K -163 -90%
CPA
466
Clear Perspective Advisors
Illinois
$2K
MA
467
MCF Advisors
Kentucky
$2K
TC
468
Trust Company
Kansas
$2K
EWM
469
Elmwood Wealth Management
California
$1.83K
AAP
470
Arax Advisory Partners
Colorado
$1K
HNB
471
Huntington National Bank
Ohio
$1K
MWM
472
MinichMacGregor Wealth Management
New York
$1K
WA
473
WealthTrust-Arizona
Arizona
$1K
PMG
474
ProVise Management Group
Florida
$300 -$8.89K -76 -3%
AIL
475
AGF Investments LLC
Ontario, Canada
$36 +$33.6K +287 +4,100%

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.