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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
RJA
26
Raymond James & Associates
Florida
$39.9M -$5.28M -45,165 -12%
Legal & General Group
27
Legal & General Group
United Kingdom
$36.1M -$954K -8,151 -3%
Deutsche Bank
28
Deutsche Bank
Germany
$34.4M +$10.7M +91,797 +48%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$32.8M +$7.03M +60,129 +29%
Principal Financial Group
30
Principal Financial Group
Iowa
$31.8M +$399K +3,414 +1%
RRAM
31
River Road Asset Management
Kentucky
$29.1M -$11.2M -96,076 -29%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$28.6M -$5.5M -47,011 -17%
SRIM
33
Saratoga Research & Investment Management
California
$27.7M -$1.57M -13,410 -6%
M2MC
34
Matthew 25 Management Corp
Pennsylvania
$27.5M
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$26.9M +$22.4M +191,387 +658%
TCIM
36
TIAA CREF Investment Management
New York
$26.9M -$35.1M -299,846 -58%
GKIM
37
GW&K Investment Management
Massachusetts
$26.3M -$393K -3,356 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$24M +$784K +6,700 +4%
UBS Group
39
UBS Group
Switzerland
$23.4M +$404K +3,457 +2%
AAMU
40
Amundi Asset Management US
Massachusetts
$23.4M +$18.7M +159,538 +499%
UBS AM
41
UBS AM
Illinois
$23.1M +$723K +6,182 +3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$22.6M +$1.15M +9,862 +6%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$20.8M -$2.58M -22,076 -11%
MSL
44
Mackay Shields LLC
New York
$20M -$10.7M -91,654 -36%
N
45
Nuveen
North Carolina
$19.9M -$92.2K -788 -0.5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$19.1M +$1.13M +9,690 +7%
TA
47
Teachers Advisors
New York
$18.4M +$1.02M +8,714 +6%
JP Morgan Chase
48
JP Morgan Chase
New York
$18M -$294K -2,512 -2%
Holocene Advisors
49
Holocene Advisors
New York
$16.4M +$15.4M +131,963 +5,453%
SI
50
Scout Investments
Missouri
$16.2M -$350K -2,992 -2%

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.