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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
SFG
201
SNS Financial Group
Minnesota
$985K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$982K +$124K +1,449 +16%
SI
203
Stephens Inc
Arkansas
$950K +$9.35K +109 +1%
PWPCM
204
Perella Weinberg Partners Capital Management
New York
$944K +$408K +4,757 +87%
AAM
205
Advisors Asset Management
Colorado
$939K +$98K +1,143 +13%
EVM
206
Eaton Vance Management
Massachusetts
$936K -$15M -174,644 -95%
ST
207
Somerset Trust
Pennsylvania
$934K +$22.8K +266 +3%
M&T Bank
208
M&T Bank
New York
$933K +$9.95K +116 +1%
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$930K -$257 -3 -0%
MSV
210
MN Services Vermogensbeheer
Netherlands
$898K +$696K +8,113 +499%
Wellington Management Group
211
Wellington Management Group
Massachusetts
$877K +$354K +4,131 +77%
GC
212
Guggenheim Capital
Illinois
$872K -$2.86M -33,358 -78%
FHAM
213
Folger Hill Asset Management
New York
$865K +$804K +9,375 New
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$864K
RCA
215
Rowland Carmichael Advisors
Arizona
$855K +$63.1K +736 +9%
CA
216
Callahan Advisors
Texas
$852K -$494K -5,756 -38%
LCM
217
Logan Capital Management
Pennsylvania
$840K
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$825K -$40.6K -473 -5%
Jane Street
219
Jane Street
New York
$793K -$1.01M -11,835 -58%
EDRH
220
Edmond de Rothschild Holding
Switzerland
$793K
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$789K
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$786K +$3K +35 +0.4%
GC
223
Gratus Capital
Georgia
$779K
SB
224
Suntrust Banks
Georgia
$754K +$101K +1,173 +17%
CCM
225
Coldstream Capital Management
Washington
$748K +$150K +1,744 +27%

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.