We are live on ! Find out more

420 hedge funds and large institutions have $5.53B invested in Polaris in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

33% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $52.1M

31% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 133

12% more capital invested

Capital invested by funds: $4.94B → $5.53B (+$589M)

1.5% more ownership

Funds ownership: 93.7%95.19% (+1.5%)

5% less funds holding

Funds holding: 440420 (-20)

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
420
Holders Change
-20
Holders Change %
-4.55%
% of All Funds
10.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
31
Increased
174
Reduced
133
Closed
48
Calls
$69.4M
Puts
$52.1M
Net Calls
+$17.3M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$14M +$268K +3,120 +2%
JP Morgan Chase
52
JP Morgan Chase
New York
$12.7M -$2.91M -33,983 -20%
SI
53
Scout Investments
Missouri
$12.3M -$1.29M -15,035 -10%
AIG
54
American International Group
New York
$12M +$219K +2,558 +2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$11.9M -$172K -2,001 -2%
SEI Investments
56
SEI Investments
Pennsylvania
$11.9M +$1.6M +18,695 +17%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$11.9M +$189K +2,200 +2%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$11.6M
CI
59
Cincinnati Insurance
Ohio
$11.5M
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$11.1M -$198K -2,313 -2%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$11.1M +$596K +6,950 +6%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$10.8M -$272K -3,175 -3%
ProShare Advisors
63
ProShare Advisors
Maryland
$10.8M +$607K +7,083 +6%
TCIM
64
TIAA CREF Investment Management
New York
$10.6M -$1.03M -11,999 -9%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$10.1M -$853K -9,941 -8%
STB
66
S&T Bank
Pennsylvania
$9.69M +$110K +1,281 +1%
APG Asset Management
67
APG Asset Management
Netherlands
$9.65M
PPA
68
Parametric Portfolio Associates
Washington
$9.53M -$1.2M -14,013 -12%
NFA
69
Nationwide Fund Advisors
Ohio
$9.13M +$71.5K +834 +0.8%
Asset Management One
70
Asset Management One
Japan
$8.75M -$172K -2,000 -2%
HCM
71
Horan Capital Management
Maryland
$8.69M +$574K +6,693 +8%
HPC
72
HM Payson & Co
Maine
$8.57M -$5.52M -64,395 -41%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$8.44M -$549K -6,400 -7%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$8.22M +$17.4K +203 +0.2%
BA
75
Broadview Advisors
Wisconsin
$8.02M +$1.05M +12,250 +16%

PII Hedge Fund Activity: Q2 2017 in Review

420 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2017, worth a combined $5.53B — up 12% from $4.94B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PII and 31 opened new positions — a net loss of 17 holders — while 133 trimmed existing stakes and 174 added.

The largest buyer was Janus Henderson Group, adding an estimated $206M. The largest seller was Capital World Investors, exiting entirely with an estimated $29.3M sold.

  • 420 institutional investors held Polaris (PII) as of Q2 2017, down from 440 in Q1 2017.
  • Funds reported $5.53B of Polaris stock for Q2 2017, up 12% quarter-over-quarter.
  • 31 funds opened new Polaris positions in Q2 2017 and 48 closed out, a net change of -17 holders.
  • The largest Polaris buyer in Q2 2017 was Janus Henderson Group, an estimated $206M added.
  • The largest Polaris seller in Q2 2017 was Capital World Investors, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2017.