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443 hedge funds and large institutions have $4.31B invested in Polaris in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 153 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $149M | Put options by funds: $26.4M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

5% more capital invested

Capital invested by funds: $4.11B → $4.31B (+$195M)

2% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 153

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 451443 (-8)

2.41% less ownership

Funds ownership: 79.82%77.41% (-2.4%)

Holders
443
Holders Change
-8
Holders Change %
-1.77%
% of All Funds
9.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
53
Increased
156
Reduced
153
Closed
56
Calls
$149M
Puts
$26.4M
Net Calls
+$123M
Net Calls Change
+$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$560M +$17.3M +189,995 +3%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$523M -$4.86M -53,422 -0.9%
BlackRock
3
BlackRock
New York
$523M -$5.22M -57,288 -1%
State Street
4
State Street
Massachusetts
$463M -$14.7M -160,998 -3%
Wells Fargo
5
Wells Fargo
California
$288M +$4.55M +49,948 +2%
ACH
6
ArrowMark Colorado Holdings
Colorado
$114M -$5.97M -65,524 -5%
CIM
7
Confluence Investment Management
Missouri
$106M +$861K +9,451 +0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$83.5M -$757K -8,316 -0.9%
Citadel Advisors
9
Citadel Advisors
Florida
$65.5M +$56.3M +618,099 +616%
Bank of America
10
Bank of America
North Carolina
$57.1M -$6.98M -76,612 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$53.8M +$944K +10,370 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$53.5M +$415K +4,561 +0.8%
Northern Trust
13
Northern Trust
Illinois
$50.5M +$748K +8,210 +2%
SAM
14
Southernsun Asset Management
Tennessee
$47.6M -$5.3M -58,241 -10%
Norges Bank
15
Norges Bank
Norway
$47.2M
IP
16
Interval Partners
New York
$45.4M +$25.9M +284,129 +133%
Charles Schwab
17
Charles Schwab
California
$44.1M +$1.67M +18,391 +4%
Invesco
18
Invesco
Georgia
$36.8M -$6.89M -75,670 -16%
N
19
Nuveen
North Carolina
$34.6M +$34.5M +379,280 New
Legal & General Group
20
Legal & General Group
United Kingdom
$34.2M -$573K -6,295 -2%
VanEck Associates
21
VanEck Associates
New York
$30.1M +$351K +3,853 +1%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$30M +$29.9M +328,414 New
Goldman Sachs
23
Goldman Sachs
New York
$29.6M +$354K +3,885 +1%
Morgan Stanley
24
Morgan Stanley
New York
$25.3M -$3.5M -38,391 -12%
GKIM
25
GW&K Investment Management
Massachusetts
$23.7M +$3.39M +37,207 +17%

PII Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2019, worth a combined $4.31B — up 4.7% from $4.11B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PII and 53 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $56.3M. The largest seller was Wellington Management Group, cutting an estimated $109M.

  • 443 institutional investors held Polaris (PII) as of Q2 2019, down from 451 in Q1 2019.
  • Funds reported $4.31B of Polaris stock for Q2 2019, up 4.7% quarter-over-quarter.
  • 53 funds opened new Polaris positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest Polaris buyer in Q2 2019 was Citadel Advisors, an estimated $56.3M added.
  • The largest Polaris seller in Q2 2019 was Wellington Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2019.