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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
Prudential Financial
101
Prudential Financial
New Jersey
$4.74M +$142K +1,660 +3%
Comerica Bank
102
Comerica Bank
Texas
$4.64M +$57.6K +672 +1%
GIM
103
Goelzer Investment Management
Indiana
$4.6M -$105K -1,230 -2%
RHAM
104
Round Hill Asset Management
California
$4.46M -$13.7K -160 -0.3%
MOACM
105
Mutual of America Capital Management
New York
$4.46M +$192K +2,233 +5%
AAM
106
Autus Asset Management
Arizona
$4.37M +$28.4K +331 +0.7%
PP
107
Prudential plc
United Kingdom
$4.36M +$523K +6,100 +15%
AllianceBernstein
108
AllianceBernstein
Tennessee
$4M -$13.9K -162 -0.4%
TPSF
109
Texas Permanent School Fund
Texas
$3.94M +$33.7K +393 +0.9%
WMSA
110
Weiss Multi-Strategy Advisers
New York
$3.78M -$558K -6,510 -14%
WRM
111
Weybosset Research & Management
Rhode Island
$3.67M +$57.5K +670 +2%
SFA
112
Staton Financial Advisors
North Carolina
$3.67M +$10.7K +125 +0.3%
PL
113
Perpetual Ltd
Australia
$3.65M +$3.39M +39,544 New
PI
114
PGGM Investments
Netherlands
$3.52M -$28.7M -334,498 -90%
Aviva
115
Aviva
United Kingdom
$3.42M -$19.7K -230 -0.6%
GEM
116
Global Endowment Management
North Carolina
$3.4M +$111K +1,300 +4%
CA
117
Commerzbank Aktiengesellschaft
Germany
$3.23M -$145K -1,694 -5%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$3.15M -$284K -3,306 -9%
Credit Agricole
119
Credit Agricole
France
$3.14M -$446K -5,197 -13%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$3.03M -$698K -8,140 -20%
AQR Capital Management
121
AQR Capital Management
Connecticut
$2.93M -$2.29M -26,676 -46%
Allianz Asset Management
122
Allianz Asset Management
Germany
$2.9M +$48.9K +570 +2%
SG Americas Securities
123
SG Americas Securities
New York
$2.88M +$873K +10,182 +48%
OC
124
Oppenheimer & Co
New York
$2.88M +$38.9K +453 +1%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$2.83M -$3.77K -44 -0.1%

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.