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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
UBS AM
76
UBS AM
Illinois
$14.2M -$67.6K -499 -0.5%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$13.7M -$213K -1,570 -2%
SC
78
Shellback Capital
Massachusetts
$13.7M +$13.6M +100,000 New
EVM
79
Eaton Vance Management
Massachusetts
$13.4M +$2.18M +16,070 +20%
PPA
80
Parametric Portfolio Associates
Washington
$11.3M +$419K +3,093 +4%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$11M +$2.51M +18,539 +30%
STB
82
S&T Bank
Pennsylvania
$10.8M -$202K -1,489 -2%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$10.3M -$140K -1,035 -1%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$10.2M +$50.7K +374 +0.5%
PI
85
PGGM Investments
Netherlands
$10.1M +$91.5K +675 +0.9%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$9.95M -$408K -3,009 -4%
LP
87
LMR Partners
United Kingdom
$9.89M +$565K +4,170 +6%
MPM
88
Meritage Portfolio Management
Kansas
$9.54M -$129K -949 -1%
Barclays
89
Barclays
United Kingdom
$9.17M +$8.48M +62,568 +1,423%
GIM
90
Goelzer Investment Management
Indiana
$8.83M +$110K +808 +1%
Truist Financial
91
Truist Financial
North Carolina
$8.77M +$306K +2,259 +4%
Brown Advisory
92
Brown Advisory
Maryland
$8.68M +$8.38M +61,840 +3,992%
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$8.67M -$1.74M -12,856 -17%
RCYC
94
Richard C. Young & Co
Rhode Island
$8.54M -$48.8K -360 -0.6%
LSV Asset Management
95
LSV Asset Management
Illinois
$8.52M +$6.33M +46,700 +301%
Nordea Investment Management
96
Nordea Investment Management
Sweden
$8.39M +$773K +5,699 +10%
SGAM
97
Smith Group Asset Management
Texas
$8.17M -$5.42K -40 -0.1%
Victory Capital Management
98
Victory Capital Management
Texas
$8.16M +$4.26M +31,396 +111%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$8.14M +$8.06M +59,454 New
Citadel Advisors
100
Citadel Advisors
Florida
$7.97M +$4.55M +33,572 +136%

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.