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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
PHK
476
Point72 Hong Kong
Hong Kong
-$72K -1,502 Closed
Twin Tree Management
477
Twin Tree Management
Texas
-$68.4K -897 Closed
FBT
478
First Bank & Trust
South Dakota
-$40K -828 Closed
CG
479
Cutler Group
California
-$53.3K -700 Closed
H
480
Hexavest
Quebec, Canada
-$27K -554 Closed
SMFS
481
Squar Milner Financial Services
California
-$23K -497 Closed
LS
482
Livforsakringsbolaget Skandia
Sweden
-$23K -488 Closed
ClearBridge Investments
483
ClearBridge Investments
New York
-$16K -322 Closed
PFO
484
Pathstone Family Office
New Jersey
-$14K -310 Closed
BII
485
Bainco International Investors
Massachusetts
-$11K -232 Closed
PRC
486
Pearl River Capital
Michigan
-$10K -216 Closed
CAN
487
Claraphi Advisory Network
United States
-$9K -195 Closed
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$7.61K -158 Closed
WQ
489
Wealth Quarterback
New Jersey
-$7.56K -157 Closed
AA
490
Advisory Alpha
Michigan
-$6.27K -102 Closed
ME
491
McIlrath & Eck
Washington
-$4K -80 Closed
PFBT
492
Parkside Financial Bank & Trust
Missouri
-$2K -50 Closed
LWA
493
Lenox Wealth Advisors
New York
-$2K -40 Closed
RWA
494
Ropes Wealth Advisors
Massachusetts
-$2K -40 Closed
GT
495
Glenmede Trust
Pennsylvania
-$3K -38 Closed
AIC
496
Ameritas Investment Company
Nebraska
-$1K -22 Closed
EWM
497
Elmwood Wealth Management
California
-$1.72K -15 Closed
BGIM
498
Brandywine Global Investment Management
Pennsylvania
-$1K -10 Closed

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.