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420 hedge funds and large institutions have $5.53B invested in Polaris in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

33% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $52.1M

31% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 133

12% more capital invested

Capital invested by funds: $4.94B → $5.53B (+$589M)

1.5% more ownership

Funds ownership: 93.7%95.19% (+1.5%)

5% less funds holding

Funds holding: 440420 (-20)

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
420
Holders Change
-20
Holders Change %
-4.55%
% of All Funds
10.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
31
Increased
174
Reduced
133
Closed
48
Calls
$69.4M
Puts
$52.1M
Net Calls
+$17.3M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$40.9M +$1.38M +16,120 +4%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$39.6M +$36.8M +428,954 New
Goldman Sachs
28
Goldman Sachs
New York
$39.5M +$78.6K +917 +0.2%
CWAM
29
Columbia Wanger Asset Management
Illinois
$39M +$11.7M +136,425 +48%
VanEck Associates
30
VanEck Associates
New York
$32.7M +$4.04M +47,070 +15%
Morgan Stanley
31
Morgan Stanley
New York
$28.2M +$744K +8,680 +3%
Legal & General Group
32
Legal & General Group
United Kingdom
$27.3M +$606K +7,062 +2%
Charles Schwab
33
Charles Schwab
California
$27.3M +$1.61M +18,805 +7%
SRIM
34
Saratoga Research & Investment Management
California
$25.9M -$956K -11,148 -4%
KCM
35
Kornitzer Capital Management
Kansas
$24.3M +$5.04M +58,785 +29%
M2MC
36
Matthew 25 Management Corp
Pennsylvania
$22.8M -$3M -35,000 -12%
Ameriprise
37
Ameriprise
Minnesota
$22.8M +$3.19M +37,251 +18%
Principal Financial Group
38
Principal Financial Group
Iowa
$22.6M +$857K +9,997 +4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$20.1M +$214K +2,500 +1%
AC
40
Armistice Capital
New York
$19.9M +$7.2M +84,000 +64%
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$19.3M +$883K +10,297 +5%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$19.1M -$2.75M -32,103 -13%
UBS Group
43
UBS Group
Switzerland
$17.6M +$913K +10,642 +6%
SIC
44
Schwartz Investment Counsel
Michigan
$17.1M +$4.72M +55,000 +42%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$16M -$185K -2,154 -1%
GKIM
46
GW&K Investment Management
Massachusetts
$15.9M +$2.99M +34,850 +25%
Deutsche Bank
47
Deutsche Bank
Germany
$15.6M -$5.02M -58,547 -26%
Fisher Asset Management
48
Fisher Asset Management
Washington
$15.3M -$5.45M -63,550 -28%
UBS AM
49
UBS AM
Illinois
$15M +$924K +10,776 +7%
DJSG
50
D.J. St. Germain
Massachusetts
$14.1M +$136K +1,587 +1%

PII Hedge Fund Activity: Q2 2017 in Review

420 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2017, worth a combined $5.53B — up 12% from $4.94B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PII and 31 opened new positions — a net loss of 17 holders — while 133 trimmed existing stakes and 174 added.

The largest buyer was Janus Henderson Group, adding an estimated $206M. The largest seller was Capital World Investors, exiting entirely with an estimated $29.3M sold.

  • 420 institutional investors held Polaris (PII) as of Q2 2017, down from 440 in Q1 2017.
  • Funds reported $5.53B of Polaris stock for Q2 2017, up 12% quarter-over-quarter.
  • 31 funds opened new Polaris positions in Q2 2017 and 48 closed out, a net change of -17 holders.
  • The largest Polaris buyer in Q2 2017 was Janus Henderson Group, an estimated $206M added.
  • The largest Polaris seller in Q2 2017 was Capital World Investors, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2017.