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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
Two Sigma Advisers
26
Two Sigma Advisers
New York
$57.3M -$22.9M -169,200 -29%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$56.7M +$14.5M +107,179 +35%
Wells Fargo
28
Wells Fargo
California
$55.5M -$17.7M -130,861 -24%
SAM
29
Southernsun Asset Management
Tennessee
$52.3M -$2.47M -18,232 -5%
Bank of America
30
Bank of America
North Carolina
$48M +$768K +5,664 +2%
Goldman Sachs
31
Goldman Sachs
New York
$47.3M -$10.6M -78,076 -18%
SHCM
32
Silver Heights Capital Management
Ontario, Canada
$43M -$146K -1,080 -0.3%
HPC
33
HM Payson & Co
Maine
$42.4M +$3.51M +25,911 +9%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$42.1M -$18M -132,764 -30%
ACH
35
ArrowMark Colorado Holdings
Colorado
$41.8M -$13.4M -99,070 -25%
RJA
36
Raymond James & Associates
Florida
$39M +$5.9M +43,537 +18%
AQR Capital Management
37
AQR Capital Management
Connecticut
$38M +$1.26M +9,328 +3%
SI
38
Scout Investments
Missouri
$34.5M +$6.59M +48,632 +24%
Diamond Hill Capital Management
39
Diamond Hill Capital Management
Ohio
$32.3M -$3.05M -22,513 -9%
UBS Group
40
UBS Group
Switzerland
$31.7M +$3.45M +25,472 +12%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$30.7M -$1.18M -8,734 -4%
CCMG
42
Clark Capital Management Group
Pennsylvania
$30.6M +$718K +5,295 +2%
N
43
Nuveen
North Carolina
$30.6M -$11.1M -82,152 -27%
WCM
44
Wedge Capital Management
North Carolina
$30.5M -$1.42M -10,449 -4%
First Trust Advisors
45
First Trust Advisors
Illinois
$28.9M +$21M +154,846 +275%
Principal Financial Group
46
Principal Financial Group
Iowa
$28M +$211K +1,560 +0.8%
RMDI
47
R.M. Davis Inc
Maine
$28M +$5.67M +41,857 +26%
SAM
48
Silvercrest Asset Management
New York
$27.1M +$1M +7,401 +4%
M2MC
49
Matthew 25 Management Corp
Pennsylvania
$26.8M +$1.49M +11,000 +6%
Ameriprise
50
Ameriprise
Minnesota
$26M +$5.71M +42,154 +28%

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.