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431 hedge funds and large institutions have $4.35B invested in Polaris in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 163 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

11% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $44.3M

3% more funds holding

Funds holding: 417431 (+14)

3% more capital invested

Capital invested by funds: $4.23B → $4.35B (+$122M)

0.69% more ownership

Funds ownership: 74.6%75.29% (+0.69%)

20% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 163

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
431
Holders Change
+14
Holders Change %
+3.36%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
69
Increased
131
Reduced
163
Closed
52
Calls
$49.3M
Puts
$44.3M
Net Calls
+$5.04M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$14.6M -$512K -5,197 -3%
VRS
52
Virginia Retirement Systems
Virginia
$14.5M +$5.65M +57,400 +60%
Invesco
53
Invesco
Georgia
$14.3M -$560K -5,690 -4%
JP Morgan Chase
54
JP Morgan Chase
New York
$14.2M -$2.18M -22,114 -12%
ProShare Advisors
55
ProShare Advisors
Maryland
$14.2M -$4.84M -49,131 -25%
Ameriprise
56
Ameriprise
Minnesota
$14.1M -$131K -1,331 -0.9%
Morgan Stanley
57
Morgan Stanley
New York
$13.9M -$667K -6,769 -4%
Renaissance Technologies
58
Renaissance Technologies
New York
$13.8M +$14M +142,300 +4,066%
EVM
59
Eaton Vance Management
Massachusetts
$13.2M +$944K +9,592 +7%
AWM
60
Absher Wealth Management
North Carolina
$12.8M -$571K -5,796 -4%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$12.8M -$4.03M -40,912 -23%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$12.6M +$285K +2,897 +2%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$12.5M -$256K -2,600 -2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$12.4M -$4.83K -49 -0%
First Trust Advisors
65
First Trust Advisors
Illinois
$11.8M -$755K -7,667 -6%
CSS
66
Cubist Systematic Strategies
Connecticut
$10.9M +$7.28M +73,925 +176%
AIG
67
American International Group
New York
$9.98M -$186K -1,894 -2%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$9.7M -$5.88M -59,710 -37%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$9.65M +$179K +1,817 +2%
UBS AM
70
UBS AM
Illinois
$9.59M +$216K +2,197 +2%
AllianceBernstein
71
AllianceBernstein
Tennessee
$9.54M -$346K -3,513 -3%
AAMU
72
Amundi Asset Management US
Massachusetts
$9.26M -$4.63M -47,000 -32%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$9.15M +$4.74M +48,179 +99%
PI
74
Putnam Investments
Massachusetts
$8.86M +$9.25M +93,923 New
PPA
75
Parametric Portfolio Associates
Washington
$8.51M +$131K +1,331 +1%

PII Hedge Fund Activity: Q3 2020 in Review

431 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2020, worth a combined $4.35B — up 2.9% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PII positions and 52 closed out — a net gain of 17 holders — while 131 added to existing stakes and 163 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $41.7M. The largest seller was State Street, cutting an estimated $216M.

  • 431 institutional investors held Polaris (PII) as of Q3 2020, up from 417 in Q2 2020.
  • Funds reported $4.35B of Polaris stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 69 funds opened new Polaris positions in Q3 2020 and 52 closed out, a net change of +17 holders.
  • The largest Polaris buyer in Q3 2020 was Polar Asset Management Partners, an estimated $41.7M added.
  • The largest Polaris seller in Q3 2020 was State Street, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.