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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
RIA
476
RPG Investment Advisory
California
$7K
BMD
477
Better Money Decisions
New Mexico
$6K
WBC
478
West Branch Capital
Massachusetts
$6K +$5.56K +41 New
AA
479
Ancora Advisors
Ohio
$6K +$6.37K +47 New
AFS
480
Annapolis Financial Services
Maryland
$5K
LWA
481
Lenox Wealth Advisors
New York
$5K
RDFA
482
Ritter Daniher Financial Advisory
Ohio
$5K
Nisa Investment Advisors
483
Nisa Investment Advisors
Missouri
$4.08K
AP
484
Arlington Partners
Alabama
$4K
EARNEST Partners
485
EARNEST Partners
Georgia
$4K
AssetMark Inc
486
AssetMark Inc
California
$4K +$2.31K +17 +113%
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42K
APWA
488
Atlas Private Wealth Advisors
New Jersey
$3K
KFI
489
Key Financial Inc
Pennsylvania
$3K
GEA
490
Glen Eagle Advisors
New Jersey
$2.88K
CFA
491
Carroll Financial Associates
North Carolina
$2K
TWA
492
TCI Wealth Advisors
Arizona
$2K
SIM
493
Sonora Investment Management
Arizona
$2K +$1.63K +12 New
TFS
494
TrustCore Financial Services
Tennessee
$2K +$2.03K +15 New
FP
495
Financial Perspectives
Minnesota
$1.13K -$147K -1,086 -99%
ANBT
496
American National Bank & Trust
Texas
$1K
BCA
497
Berman Capital Advisors
Georgia
$1K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$1K
SSC
499
Syverson Strege & Co
Iowa
$1K
ME
500
McIlrath & Eck
Washington
$1K +$542 +4 New

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.