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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
PWP
451
Personal Wealth Partners
Minnesota
$14K +$13.6K +100 New
WT
452
Whittier Trust
California
$13K
CMF
453
Counterpoint Mutual Funds
California
$13K +$13.3K +98 New
Bessemer Group
454
Bessemer Group
New Jersey
$12K
CLOS
455
Compagnie Lombard Odier SCmA
Switzerland
$12K
IRC
456
Investors Research Corp
Georgia
$12K
RIM
457
Rockbridge Investment Management
New York
$12K
FRA
458
Front Row Advisors
California
$12K +$5.96K +44 +79%
Fuller & Thaler Asset Management
459
Fuller & Thaler Asset Management
California
$11K -$12.2K -90 -53%
EFSCE
460
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
ZB
461
Zions Bancorporation
Utah
$11K
FHC
462
First Horizon Corporation
Tennessee
$10K
GAM
463
Gemmer Asset Management
California
$10K
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K
LWP
465
Lumature Wealth Partners
Georgia
$9K
PA
466
Parallel Advisors
California
$9K +$1.49K +11 +20%
EAM
467
Eukles Asset Management
Ohio
$8K
GWSG
468
GPS Wealth Strategies Group
Colorado
$8K
SL
469
Savior LLC
Massachusetts
$8K
ST
470
Smithfield Trust
Pennsylvania
$8K
CWC
471
Carolinas Wealth Consulting
North Carolina
$8K +$2.71K +20 +50%
FHA
472
First Horizon Advisors
Tennessee
$8K +$6.37K +47 +392%
AF
473
Advisornet Financial
Minnesota
$7K -$21.3K -157 -75%
FF
474
FourThought Financial
Florida
$7K -$678 -5 -8%
KTC
475
Kistler-Tiffany Companies
Pennsylvania
$7K

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.