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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
Holocene Advisors
26
Holocene Advisors
New York
$38.3M +$11.7M +118,373 +41%
WRF
27
Waddell & Reed Financial
Kansas
$36.1M +$5.92M +60,148 +19%
Two Sigma Investments
28
Two Sigma Investments
New York
$34.6M +$34.8M +353,839 +2,665%
RJA
29
Raymond James & Associates
Florida
$34.1M +$10.6M +107,739 +42%
GKIM
30
GW&K Investment Management
Massachusetts
$32.1M +$963K +9,783 +3%
CCMG
31
Clark Capital Management Group
Pennsylvania
$31.8M -$349K -3,541 -1%
Goldman Sachs
32
Goldman Sachs
New York
$31.5M -$7.54M -76,547 -19%
SAM
33
Southernsun Asset Management
Tennessee
$31M +$2.64M +26,826 +9%
SHCM
34
Silver Heights Capital Management
Ontario, Canada
$30.1M -$179K -1,817 -0.6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$28.5M +$9.98M +101,308 +50%
Bank of America
36
Bank of America
North Carolina
$27.4M -$6.57M -66,771 -19%
Nomura Holdings
37
Nomura Holdings
Japan
$25.3M +$26.4M +268,440 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$24.5M +$17.5M +177,800 +217%
Legal & General Group
39
Legal & General Group
United Kingdom
$23.7M -$104K -1,061 -0.4%
American Century Companies
40
American Century Companies
Missouri
$23.1M +$21.8M +221,836 +951%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$21.2M +$14.9M +151,307 +205%
MSL
42
Mackay Shields LLC
New York
$20.6M +$21.1M +214,653 +5,900%
M2MC
43
Matthew 25 Management Corp
Pennsylvania
$19.8M -$492K -5,000 -2%
SAM
44
Scopus Asset Management
New York
$17.6M +$18.4M +186,800 New
UBS Group
45
UBS Group
Switzerland
$17.6M -$24.9K -253 -0.1%
AL
46
AJO LP
Pennsylvania
$17.5M +$18.1M +184,079 +14,460%
Squarepoint
47
Squarepoint
New York
$16.8M +$13.8M +140,536 +374%
Prudential Financial
48
Prudential Financial
New Jersey
$16.6M +$13.1M +133,518 +311%
Principal Financial Group
49
Principal Financial Group
Iowa
$16.2M -$609K -6,184 -3%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$15.4M +$16.1M +163,100 New

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.