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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
SDIC
126
South Dakota Investment Council
South Dakota
$2.81M
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$2.81M +$830K +9,675 +47%
HI
128
Hendershot Investments
Virginia
$2.8M -$74.2K -865 -3%
IPC
129
Independent Portfolio Consultants
Florida
$2.76M -$602K -7,022 -19%
SSB
130
Sandy Spring Bank
Maryland
$2.72M -$76.1K -887 -3%
ASRS
131
Arizona State Retirement System
Arizona
$2.71M +$437K +5,100 +21%
EWA
132
Exencial Wealth Advisors
Oklahoma
$2.7M +$66.8K +779 +3%
MSA
133
Mason Street Advisors
Wisconsin
$2.64M +$82.8K +966 +3%
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
$2.63M +$442K +5,150 +22%
Stifel Financial
135
Stifel Financial
Missouri
$2.5M -$1.09M -12,664 -32%
BCM
136
Bridgeway Capital Management
Texas
$2.36M
Citigroup
137
Citigroup
New York
$2.32M +$385K +4,492 +22%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$2.29M +$70.2K +819 +3%
BCIM
139
British Columbia Investment Management
British Columbia, Canada
$2.27M +$412K +4,799 +24%
MWNA
140
Marshall Wace North America
New York
$2.24M +$1.87M +21,853 +860%
SOMRS
141
State of Michigan Retirement System
Michigan
$2.22M +$25.7K +300 +1%
Federated Hermes
142
Federated Hermes
Pennsylvania
$2.21M -$658K -7,677 -24%
SAM
143
Selway Asset Management
$2.2M +$1.67M +19,500 +443%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$2.19M +$40.8K +476 +2%
AIP
145
Ameritas Investment Partners
Nebraska
$2.18M -$782K -9,124 -28%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.14M +$71.2K +830 +4%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$2.13M -$115K -1,346 -6%
NEI
148
Northwest & Ethical Investments
Ontario, Canada
$2.12M -$14.8K -173 -0.7%
BTS
149
BB&T Securities
Virginia
$2.12M -$66.1K -771 -3%
MM
150
Midas Management
New York
$2.1M

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.