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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
PCIA
201
Prime Capital Investment Advisors
Kansas
$910K +$750K +9,836 New
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$902K +$31.1K +408 +4%
TRSOTSOK
203
Teachers Retirement System of the State of Kentucky
Kentucky
$894K
TIA
204
Tiemann Investment Advisors
California
$888K -$49.5K -650 -6%
IA
205
IFG Advisory
Georgia
$887K
BCM
206
Bayesian Capital Management
New York
$861K +$38.1K +500 +6%
SNBOSCI
207
Security National Bank of Sioux City Iowa
Iowa
$826K +$30.1K +395 +5%
CFA
208
CWS Financial Advisors
Michigan
$820K +$184K +2,410 +37%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$800K
GIA
210
Gateway Investment Advisers
Ohio
$784K -$168K -2,200 -21%
Victory Capital Management
211
Victory Capital Management
Texas
$781K -$689K -9,046 -52%
AB
212
Amalgamated Bank
New York
$762K -$545K -7,148 -46%
Group One Trading
213
Group One Trading
Illinois
$762K +$379K +4,967 +152%
EAM
214
Eukles Asset Management
Ohio
$759K +$9.45K +124 +2%
AWM
215
AE Wealth Management
Kansas
$756K +$622K +8,166 New
DIA
216
Dean Investment Associates
Ohio
$753K +$161K +2,110 +35%
SNBOSD
217
Security National Bank of So Dak
Iowa
$738K +$32.8K +430 +6%
M&T Bank
218
M&T Bank
New York
$714K +$589K +7,730 New
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$709K -$655K -8,591 -53%
CP
220
Camelot Portfolios
Ohio
$708K -$744K -9,761 -56%
JMPWA
221
JP Morgan Private Wealth Advisors
California
$708K -$27.9K -366 -5%
FWIA
222
Fort Washington Investment Advisors
Ohio
$704K +$580K +7,604 New
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$699K
PAG
224
Private Advisor Group
New Jersey
$645K +$60.5K +794 +13%
PSUF
225
People's United Financial
Connecticut
$644K +$55.3K +726 +12%

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.