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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$748M +$29.5M +251,957 +4%
BlackRock
2
BlackRock
New York
$703M +$18.1M +154,787 +3%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$642M -$41.6M -355,643 -6%
State Street
4
State Street
Massachusetts
$416M -$2.28M -19,503 -0.6%
Wells Fargo
5
Wells Fargo
California
$358M -$6M -51,244 -2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$281M +$16.7K +143 +0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$160M +$760K +6,500 +0.5%
WRF
8
Waddell & Reed Financial
Kansas
$156M -$23.8M -203,181 -14%
CIM
9
Confluence Investment Management
Missouri
$138M +$5.54M +47,364 +4%
ACH
10
ArrowMark Colorado Holdings
Colorado
$135M -$5.52M -47,176 -4%
SAM
11
Southernsun Asset Management
Tennessee
$133M -$64.7M -552,828 -34%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$131M +$257K +2,200 +0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$101M +$655K +5,597 +0.7%
CFC
14
Cincinnati Financial Corp
Ohio
$95.3M
Bank of America
15
Bank of America
North Carolina
$76.9M -$446K -3,815 -0.6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$74.1M +$9.35M +79,910 +15%
Ameriprise
17
Ameriprise
Minnesota
$65.8M +$2.08M +17,765 +3%
Goldman Sachs
18
Goldman Sachs
New York
$64.7M -$17.8M -151,853 -22%
Northern Trust
19
Northern Trust
Illinois
$63.2M +$497K +4,245 +0.8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$61.2M -$3M -25,636 -5%
Artisan Partners
21
Artisan Partners
Wisconsin
$59.1M -$3.54M -30,228 -6%
Norges Bank
22
Norges Bank
Norway
$56.6M
Charles Schwab
23
Charles Schwab
California
$55.9M +$1.86M +15,934 +4%
Invesco
24
Invesco
Georgia
$54.3M +$4.99M +42,659 +11%
Morgan Stanley
25
Morgan Stanley
New York
$44.1M +$12.4M +106,354 +42%

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.