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503 hedge funds and large institutions have $6.99B invested in Polaris in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $6.24B → $6.99B (+$758M)

7.16% more ownership

Funds ownership: 76.46%83.62% (+7.2%)

7% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 160

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 504503 (-1)

16% less call options, than puts

Call options by funds: $119M | Put options by funds: $142M

Holders
503
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
171
Reduced
160
Closed
74
Calls
$119M
Puts
$142M
Net Calls
-$22.7M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$2.62M +$111K +816 +4%
HI
177
Harbour Investments
Wisconsin
$2.57M +$185K +1,365 +8%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$2.5M +$21.7K +160 +0.9%
TAM
179
Tocqueville Asset Management
New York
$2.46M +$184K +1,359 +8%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$2.41M +$83.2K +614 +4%
ASN
181
Advisory Services Network
Georgia
$2.4M -$24.4K -180 -1%
CIC
182
Chase Investment Counsel
Virginia
$2.31M -$1.24M -9,114 -35%
Creative Planning
183
Creative Planning
Kansas
$2.31M -$681K -5,022 -23%
ASRS
184
Arizona State Retirement System
Arizona
$2.19M -$144K -1,060 -6%
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$2.16M +$2.11M +15,571 +7,786%
Osaic Holdings
186
Osaic Holdings
Arizona
$2.13M -$1.78M -13,128 -46%
US Bancorp
187
US Bancorp
Minnesota
$2.12M -$39.6K -292 -2%
SAM
188
Selway Asset Management
$2.07M +$35.9K +265 +2%
ERSOT
189
Employees Retirement System of Texas
Texas
$2.05M
LSERS
190
Louisiana State Employees Retirement System
Louisiana
$2.04M -$27.1K -200 -1%
GAM
191
Gotham Asset Management
New York
$2M +$637K +4,702 +48%
SOMRS
192
State of Michigan Retirement System
Michigan
$1.99M -$962K -7,100 -33%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$1.99M +$923K +6,805 +88%
AIC
194
Aurora Investment Counsel
Georgia
$1.96M +$1.94M +14,280 New
SG Americas Securities
195
SG Americas Securities
New York
$1.94M +$635K +4,682 +50%
DF
196
Donoghue Forlines
Massachusetts
$1.92M +$1.2M +8,868 +172%
GC
197
Globeflex Capital
California
$1.9M +$237K +1,750 +14%
QC
198
Quantedge Capital
Singapore
$1.89M +$1.87M +13,800 New
LF
199
Lantz Financial
Illinois
$1.79M -$6.64K -49 -0.4%
AMC
200
Asset Management Corp
Illinois
$1.78M +$407 +3 +0%

PII Hedge Fund Activity: Q2 2021 in Review

503 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2021, worth a combined $6.99B — up 12% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PII positions and 74 closed out — a net gain of 2 holders — while 171 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $376M. The largest seller was Wellington Management Group, cutting an estimated $55.5M.

  • 503 institutional investors held Polaris (PII) as of Q2 2021, down from 504 in Q1 2021.
  • Funds reported $6.99B of Polaris stock for Q2 2021, up 12% quarter-over-quarter.
  • 76 funds opened new Polaris positions in Q2 2021 and 74 closed out, a net change of +2 holders.
  • The largest Polaris buyer in Q2 2021 was Boston Partners, an estimated $376M added.
  • The largest Polaris seller in Q2 2021 was Wellington Management Group, an estimated $55.5M sold.

Based on aggregated 13F filings for Q2 2021.