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417 hedge funds and large institutions have $4.23B invested in Polaris in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 103 increasing their positions, 158 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

91% more capital invested

Capital invested by funds: $2.21B → $4.23B (+$2.02B)

37% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 84

7% more funds holding

Funds holding: 390417 (+27)

0.01% more ownership

Funds ownership: 74.59%74.6% (+0.01%)

35% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 158

57% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $121M

Holders
417
Holders Change
+27
Holders Change %
+6.92%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.1%
New
115
Increased
103
Reduced
158
Closed
84
Calls
$52.6M
Puts
$121M
Net Calls
-$68.6M
Net Calls Change
-$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$30.6M +$263K +3,453 +1%
WRF
27
Waddell & Reed Financial
Kansas
$29.8M -$5.9M -77,400 -19%
SHCM
28
Silver Heights Capital Management
Ontario, Canada
$29.7M +$24.4M +320,552 New
SAM
29
Southernsun Asset Management
Tennessee
$27.9M -$6.87M -90,192 -23%
Holocene Advisors
30
Holocene Advisors
New York
$26.6M +$20.4M +267,831 +1,379%
RJA
31
Raymond James & Associates
Florida
$23.5M -$835K -10,954 -4%
Legal & General Group
32
Legal & General Group
United Kingdom
$23.3M -$10.2M -134,096 -35%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$22.7M +$14.4M +189,285 +337%
SIM
34
SRS Investment Management
New York
$22M +$18.1M +238,107 New
Marshall Wace
35
Marshall Wace
United Kingdom
$20.6M +$16.9M +222,290 New
M2MC
36
Matthew 25 Management Corp
Pennsylvania
$19.9M -$2.86M -37,500 -15%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$18.6M +$207K +2,722 +1%
ProShare Advisors
38
ProShare Advisors
Maryland
$18.4M +$3.16M +41,417 +26%
UBS Group
39
UBS Group
Switzerland
$17.3M -$6.68M -87,682 -32%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$17.3M +$14.2M +186,859 New
Russell Investments Group
41
Russell Investments Group
United Kingdom
$16.5M +$4.37M +57,394 +47%
Principal Financial Group
42
Principal Financial Group
Iowa
$16.5M -$5.64K -74 -0%
JP Morgan Chase
43
JP Morgan Chase
New York
$16.4M +$7.91M +103,796 +141%
DRZID
44
DePrince Race & Zollo Inc (DRZ)
Florida
$15.1M -$17.8M -232,985 -59%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$15M +$3.16M +41,450 +34%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$14.8M +$534K +7,005 +5%
Invesco
47
Invesco
Georgia
$14.5M +$3.07M +40,269 +34%
Morgan Stanley
48
Morgan Stanley
New York
$14.3M -$16M -209,963 -58%
Ameriprise
49
Ameriprise
Minnesota
$14M -$3.17M -41,533 -22%
Jane Street
50
Jane Street
New York
$13.7M +$11.3M +147,705 New

PII Hedge Fund Activity: Q2 2020 in Review

417 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2020, worth a combined $4.23B — up 91% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new PII positions and 84 closed out — a net gain of 31 holders — while 103 added to existing stakes and 158 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $151M. The largest seller was Wells Fargo, cutting an estimated $197M.

  • 417 institutional investors held Polaris (PII) as of Q2 2020, up from 390 in Q1 2020.
  • Funds reported $4.23B of Polaris stock for Q2 2020, up 91% quarter-over-quarter.
  • 115 funds opened new Polaris positions in Q2 2020 and 84 closed out, a net change of +31 holders.
  • The largest Polaris buyer in Q2 2020 was Wellington Management Group, an estimated $151M added.
  • The largest Polaris seller in Q2 2020 was Wells Fargo, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2020.