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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
LIM
176
Loudon Investment Management
New Hampshire
$1.41M +$76.8K +895 +6%
First Trust Advisors
177
First Trust Advisors
Illinois
$1.41M -$832K -9,701 -39%
O
178
OppenheimerFunds
New York
$1.31M +$159K +1,854 +15%
TCAM
179
Turtle Creek Asset Management
Ontario, Canada
$1.29M +$1.2M +14,000 New
XK
180
Xact Kapitalforvaltning
Sweden
$1.27M +$35.7K +416 +3%
Barclays
181
Barclays
United Kingdom
$1.26M -$98K -1,143 -8%
FNBOO
182
First National Bank of Omaha
Nebraska
$1.24M
TRSOTSOK
183
Teachers Retirement System of the State of Kentucky
Kentucky
$1.17M -$77.2K -900 -7%
FMC
184
First Merchants Corp
Indiana
$1.17M -$1.14M -13,295 -51%
DSC
185
Duncker Streett & Co
Missouri
$1.16M -$1.46K -17 -0.1%
LA
186
Lau Associates
Delaware
$1.15M -$42.9K -500 -4%
ACM
187
Alpha Capital Management
Texas
$1.15M +$6.86K +80 +0.6%
TA
188
Tiedemann Advisors
New York
$1.15M +$26.2K +306 +3%
CP
189
Camelot Portfolios
Ohio
$1.13M +$14.4K +168 +1%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$1.13M -$4.8K -56 -0.5%
ANI
191
American National Insurance
Texas
$1.11M -$172K -2,000 -14%
AB
192
Amalgamated Bank
New York
$1.1M +$192K +2,244 +23%
AF
193
AMG Funds
Connecticut
$1.09M +$3.6K +42 +0.4%
VFP
194
Verus Financial Partners
Virginia
$1.09M +$429 +5 +0%
TWI
195
Thomas White International
Illinois
$1.07M
DADC
196
D.A. Davidson & Co
Montana
$1.07M +$130K +1,515 +15%
CPR
197
CSU Producer Resources
Ohio
$1.06M
SIG
198
Sky Investment Group
Connecticut
$1.04M
Creative Planning
199
Creative Planning
Kansas
$1.01M +$35.2K +411 +4%
URS
200
Utah Retirement Systems
Utah
$994K -$17.2K -200 -2%

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.