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417 hedge funds and large institutions have $4.23B invested in Polaris in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 103 increasing their positions, 158 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

91% more capital invested

Capital invested by funds: $2.21B → $4.23B (+$2.02B)

37% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 84

7% more funds holding

Funds holding: 390417 (+27)

0.01% more ownership

Funds ownership: 74.59%74.6% (+0.01%)

35% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 158

57% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $121M

Holders
417
Holders Change
+27
Holders Change %
+6.92%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.1%
New
115
Increased
103
Reduced
158
Closed
84
Calls
$52.6M
Puts
$121M
Net Calls
-$68.6M
Net Calls Change
-$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
126
LPL Financial
California
$2.58M +$315K +4,133 +17%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$2.57M +$2.12M +27,805 New
Citigroup
128
Citigroup
New York
$2.56M -$18.2K -239 -0.9%
Stifel Financial
129
Stifel Financial
Missouri
$2.5M +$497K +6,515 +32%
EF
130
Empirical Finance
Pennsylvania
$2.29M
MSE
131
MUFG Securities EMEA
United Kingdom
$2.22M +$1.83M +24,000 New
Creative Planning
132
Creative Planning
Kansas
$2.19M +$610K +7,999 +51%
American Century Companies
133
American Century Companies
Missouri
$2.16M +$1.36M +17,813 +324%
MC
134
Maverick Capital
Texas
$2.16M +$1.78M +23,294 New
AIP
135
Ameritas Investment Partners
Nebraska
$2.15M +$31.7K +416 +2%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$2.12M -$124K -1,625 -7%
ACI
137
AMP Capital Investors
Australia
$2.05M -$422K -5,541 -20%
Canada Pension Plan Investment Board
138
Canada Pension Plan Investment Board
Ontario, Canada
$1.99M -$328K -4,299 -17%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$1.97M -$184K -2,415 -10%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$1.97M -$22.9K -300 -1%
IMPI
141
Ilmarinen Mutual Pension Insurance
Finland
$1.97M
SOMRS
142
State of Michigan Retirement System
Michigan
$1.94M +$383K +5,024 +32%
UCFA
143
United Capital Financial Advisors
Texas
$1.91M -$17.9K -235 -1%
RPI
144
Railway Pension Investments
United Kingdom
$1.88M
NMIMC
145
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M +$3.51K +46 +0.2%
Aviva
146
Aviva
United Kingdom
$1.82M +$467K +6,131 +45%
AG
147
Aperio Group
California
$1.79M -$220K -2,892 -13%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$1.72M -$574K -7,534 -29%
Barclays
149
Barclays
United Kingdom
$1.72M -$921K -12,087 -39%
ACM
150
Alpha Capital Management
Texas
$1.71M +$105K +1,373 +8%

PII Hedge Fund Activity: Q2 2020 in Review

417 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2020, worth a combined $4.23B — up 91% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new PII positions and 84 closed out — a net gain of 31 holders — while 103 added to existing stakes and 158 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $151M. The largest seller was Wells Fargo, cutting an estimated $197M.

  • 417 institutional investors held Polaris (PII) as of Q2 2020, up from 390 in Q1 2020.
  • Funds reported $4.23B of Polaris stock for Q2 2020, up 91% quarter-over-quarter.
  • 115 funds opened new Polaris positions in Q2 2020 and 84 closed out, a net change of +31 holders.
  • The largest Polaris buyer in Q2 2020 was Wellington Management Group, an estimated $151M added.
  • The largest Polaris seller in Q2 2020 was Wells Fargo, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2020.