We are live on ! Find out more

477 hedge funds and large institutions have $6.41B invested in Polaris in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $142M | Put options by funds: $90.7M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 462477 (+15)

2% more capital invested

Capital invested by funds: $6.3B → $6.41B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4.13% less ownership

Funds ownership: 87.29%83.16% (-4.1%)

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
58
Increased
141
Reduced
179
Closed
39
Calls
$142M
Puts
$90.7M
Net Calls
+$51.1M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
176
Louisiana State Employees Retirement System
Louisiana
$1.94M +$58.5K +500 +3%
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.94M +$4.56K +39 +0.2%
WI
178
WBI Investments
New Jersey
$1.91M +$1.83M +15,605 New
Citigroup
179
Citigroup
New York
$1.88M -$357K -3,052 -17%
BA
180
Boston Advisors
Massachusetts
$1.85M -$16.4M -140,540 -90%
LIM
181
Loudon Investment Management
New Hampshire
$1.79M -$18.7K -160 -1%
AB
182
Amalgamated Bank
New York
$1.77M +$152K +1,301 +10%
XK
183
Xact Kapitalforvaltning
Sweden
$1.76M
NAM
184
Nissay Asset Management
Japan
$1.71M +$371K +3,169 +29%
NEI
185
Northwest & Ethical Investments
Ontario, Canada
$1.7M -$558K -4,772 -26%
SAM
186
Selway Asset Management
$1.7M -$119K -1,020 -7%
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.69M -$257K -2,200 -14%
MERSOM
188
Municipal Employees' Retirement System of Michigan
Michigan
$1.68M -$522K -4,460 -24%
ECM
189
Element Capital Management
New York
$1.67M +$1.25M +10,653 +358%
Treasurer of the State of North Carolina
190
Treasurer of the State of North Carolina
North Carolina
$1.64M +$927K +7,925 +145%
TIA
191
Tiemann Investment Advisors
California
$1.63M
3C
192
361 Capital
Colorado
$1.63M +$1.56M +13,300 New
BTS
193
BB&T Securities
Virginia
$1.61M -$273K -2,331 -15%
CEP
194
Chicago Equity Partners
Illinois
$1.61M +$8.77K +75 +0.6%
ASN
195
Advisory Services Network
Georgia
$1.6M +$54.2K +463 +3%
O
196
OppenheimerFunds
New York
$1.58M -$68.8K -588 -4%
FCM
197
Flinton Capital Management
Pennsylvania
$1.58M -$298K -2,550 -16%
CCM
198
Cadence Capital Management
Massachusetts
$1.57M -$3.51K -30 -0.2%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$1.55M +$391K +3,346 +36%
LPL Financial
200
LPL Financial
California
$1.54M +$325K +2,782 +28%

PII Hedge Fund Activity: Q2 2018 in Review

477 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2018, worth a combined $6.41B — up 1.7% from $6.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PII positions and 39 closed out — a net gain of 19 holders — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Vanguard Group, adding an estimated $29.5M. The largest seller was Janus Henderson Group, cutting an estimated $129M.

  • 477 institutional investors held Polaris (PII) as of Q2 2018, up from 462 in Q1 2018.
  • Funds reported $6.41B of Polaris stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 58 funds opened new Polaris positions in Q2 2018 and 39 closed out, a net change of +19 holders.
  • The largest Polaris buyer in Q2 2018 was Vanguard Group, an estimated $29.5M added.
  • The largest Polaris seller in Q2 2018 was Janus Henderson Group, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2018.