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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
Truist Financial
76
Truist Financial
North Carolina
$7.95M +$166K +1,931 +2%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$7.73M -$342K -3,991 -5%
NIA
78
Northstar Investment Advisors
Colorado
$7.6M +$194K +2,263 +3%
GIA
79
Gateway Investment Advisers
Ohio
$7.51M -$2.1M -24,495 -23%
CISOA
80
Capital Investment Services of America
Wisconsin
$7.48M -$42.9K -500 -0.6%
CSUI
81
Cincinnati Specialty Underwriters Insurance
Ohio
$7.24M
CS
82
Credit Suisse
Switzerland
$7.05M -$1.03M -11,995 -14%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$6.97M -$6.78M -79,067 -51%
PFM
84
Parsec Financial Management
North Carolina
$6.93M +$279K +3,248 +5%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$6.61M +$1.29M +15,094 +27%
OAM
86
Oppenheimer Asset Management
New York
$6.48M +$471K +5,491 +8%
JA
87
JLB & Associates
Michigan
$6.26M +$5.83M +67,930 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$6.24M +$369K +4,307 +7%
ERIM
89
Eagle Ridge Investment Management
Connecticut
$6.17M +$83.1K +969 +1%
WCF
90
West Coast Financial
California
$5.77M +$268K +3,127 +5%
BTW
91
Boston Trust Walden
Massachusetts
$5.76M +$160K +1,870 +3%
Canada Life
92
Canada Life
Manitoba, Canada
$5.74M +$14.3K +167 +0.3%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$5.63M -$993K -11,576 -16%
TA
94
Teachers Advisors
New York
$5.61M +$244K +2,840 +5%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$5.33M +$64.5K +752 +1%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$5.24M -$3.61M -42,110 -43%
QIM
97
Quantitative Investment Management
Virginia
$5.04M +$4.68M +54,600 New
US Bancorp
98
US Bancorp
Minnesota
$5.03M -$163K -1,901 -3%
Victory Capital Management
99
Victory Capital Management
Texas
$4.96M +$615K +7,171 +15%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$4.92M +$496K +5,779 +12%

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.