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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
MWA
151
Marshall Wace Asia
Hong Kong
$1.71M +$1.4M +18,430 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$1.7M +$199K +2,610 +17%
US Bancorp
153
US Bancorp
Minnesota
$1.68M -$37.2K -488 -3%
OAM
154
Oppenheimer Asset Management
New York
$1.67M -$335K -4,393 -20%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$1.67M -$328K -4,308 -19%
ASN
156
Advisory Services Network
Georgia
$1.65M -$56.1K -736 -4%
SG Americas Securities
157
SG Americas Securities
New York
$1.62M -$1.33M -17,428 -50%
HW
158
Hancock Whitney
Mississippi
$1.6M +$1.32M +17,277 New
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$1.57M +$147K +1,933 +13%
SFA
160
Sequoia Financial Advisors
Ohio
$1.57M +$133K +1,746 +11%
PF
161
Phoenix Financial
Israel
$1.56M -$513K -6,727 -27%
SAM
162
Selway Asset Management
$1.48M +$15.2K +200 +1%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$1.42M -$401K -5,260 -26%
GC
164
Guggenheim Capital
Illinois
$1.42M +$32.2K +422 +3%
BC
165
Brinker Capital
Pennsylvania
$1.41M +$188K +2,465 +19%
ERSOT
166
Employees Retirement System of Texas
Texas
$1.39M +$457K +6,000 +67%
CA
167
Callahan Advisors
Texas
$1.38M -$161K -2,119 -12%
TCAM
168
Turtle Creek Asset Management
Ontario, Canada
$1.37M -$1.12M -14,700 -50%
Mariner
169
Mariner
Kansas
$1.36M +$1.12M +14,650 New
Federated Hermes
170
Federated Hermes
Pennsylvania
$1.34M -$5.04M -66,132 -82%
LSERS
171
Louisiana State Employees Retirement System
Louisiana
$1.33M +$38.1K +500 +4%
AC
172
Alexandria Capital
Virginia
$1.31M -$78.9K -1,035 -7%
PFM
173
Parsec Financial Management
North Carolina
$1.29M -$5.3M -69,489 -83%
DAC
174
Dividend Assets Capital
South Carolina
$1.29M -$386K -5,066 -27%
Wolverine Trading
175
Wolverine Trading
Illinois
$1.27M +$352K +4,623 +50%

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.