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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
CANY
551
Caxton Associates (New York)
New York
-$265K -1,983 Closed
BAM
552
Blueshift Asset Management
New Jersey
-$239K -1,793 Closed
VF
553
Virtu Financial
New York
-$229K -1,717 Closed
CA
554
Cetera Advisors
Colorado
-$224K -1,678 Closed
Cerity Partners
555
Cerity Partners
New York
-$210K -1,576 Closed
CIP
556
Convergence Investment Partners
Florida
-$203K -1,520 Closed
GIM
557
Grassi Investment Management
California
-$200K -1,500 Closed
NIM
558
NuWave Investment Management
New Jersey
-$167K -1,253 Closed
SFS
559
Sowell Financial Services
Arkansas
-$163K -1,136 Closed
AIC
560
Ameritas Investment Company
Nebraska
-$147K -1,104 Closed
LIM
561
Longfellow Investment Management
Massachusetts
-$140K -1,043 Closed
JC
562
JBF Capital
Colorado
-$134K -1,000 Closed
IAIM
563
International Assets Investment Management
Florida
-$77K -668 Closed
Acadian Asset Management
564
Acadian Asset Management
Massachusetts
-$85K -637 Closed
ACM
565
Allred Capital Management
Texas
-$49.5K -371 Closed
LAIC
566
Lederer & Associates Investment Counsel
California
-$42.1K -315 Closed
MLFP
567
MPS Loria Financial Planners
Illinois
-$31K -236 Closed
VBCG
568
Valley Brook Capital Group
Pennsylvania
-$26K -200 Closed
CB
569
Community Bank
New York
-$13K -100 Closed
MWP
570
Meridian Wealth Partners
Pennsylvania
-$6K -44 Closed
TF
571
TimeScale Financial
Massachusetts
-$6K -42 Closed
VFA
572
Valeo Financial Advisors
Indiana
-$5K -39 Closed
NICM
573
Neo Ivy Capital Management
New York
-$5K -38 Closed
CL
574
COWA LLC
Oklahoma
-$5K -35 Closed
GRP
575
Global Retirement Partners
California
-$5K -34 Closed

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.