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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
VFP
451
Verus Financial Partners
Virginia
-$359K -3,875 Closed
AA
452
ALPS Advisors
Colorado
-$343K -3,703 Closed
VF
453
Virtu Financial
New York
-$332K -3,582 Closed
BFM
454
Boothbay Fund Management
New York
-$303K -3,270 Closed
WSC
455
Wellington Shields & Co
New York
-$278K -3,000 Closed
Daiwa Securities Group
456
Daiwa Securities Group
Japan
-$132K -2,739 Closed
MWM
457
Marietta Wealth Management
Georgia
-$253K -2,737 Closed
Tudor Investment Corp
458
Tudor Investment Corp
Connecticut
-$252K -2,726 Closed
MG
459
Mather Group
Illinois
-$224K -2,423 Closed
CA
460
Claro Advisors
Massachusetts
-$220K -2,372 Closed
TCM
461
Teza Capital Management
Illinois
-$214K -2,314 Closed
TSWM
462
Triangle Securities Wealth Management
North Carolina
-$213K -2,305 Closed
MPI
463
Mairs & Power Inc
Minnesota
-$212K -2,292 Closed
OSIA
464
O'Shares Investment Advisers
Massachusetts
-$211K -2,284 Closed
OIA
465
OneDigital Investment Advisors
Kansas
-$202K -2,188 Closed
PIMG
466
Patriot Investment Management Group
Tennessee
-$193K -2,090 Closed
ICM
467
Islay Capital Management
Texas
-$148K -1,603 Closed
Simplex Trading
468
Simplex Trading
Illinois
-$101K -1,029 Closed
CWM
469
Campbell Wealth Management
Virginia
-$74K -800 Closed
RFA
470
Reilly Financial Advisors
California
-$71K -770 Closed
SF
471
Synovus Financial
Georgia
-$37K -402 Closed
THWM
472
Taylor Hoffman Wealth Management
Virginia
-$28K -300 Closed
CWP
473
CFM Wealth Partners
Texas
-$24K -268 Closed
CAGAS
474
Capital Advisory Group Advisory Services
Minnesota
-$5K -57 Closed
MA
475
MUFG Americas
New York
-$4K -45 Closed

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.