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440 hedge funds and large institutions have $4.12B invested in Polaris in 2019 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 151 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $97M | Put options by funds: $27.3M

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

1% less funds holding

Funds holding: 443440 (-3)

0.7% less ownership

Funds ownership: 77.41%76.71% (-0.7%)

4% less capital invested

Capital invested by funds: $4.31B → $4.12B (-$186M)

5% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 159

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
9.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
44
Increased
151
Reduced
159
Closed
44
Calls
$97M
Puts
$27.3M
Net Calls
+$69.7M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$535M -$5.02M -57,894 -0.9%
BlackRock
2
BlackRock
New York
$498M -$5.78M -66,657 -1%
State Street
3
State Street
Massachusetts
$427M -$18.8M -217,025 -4%
Wells Fargo
4
Wells Fargo
California
$289M +$11M +126,892 +4%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251M -$246M -2,834,096 -49%
Citadel Advisors
6
Citadel Advisors
Florida
$125M +$60.6M +699,323 +97%
ACH
7
ArrowMark Colorado Holdings
Colorado
$114M +$4.06M +46,811 +4%
CIM
8
Confluence Investment Management
Missouri
$105M +$2.79M +32,154 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$85.9M +$5.19M +59,877 +7%
VanEck Associates
10
VanEck Associates
New York
$63M +$33.5M +385,761 +117%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$57M +$33.7M +388,870 +150%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$52.6M +$639K +7,371 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$50.9M -$676K -7,796 -1%
N
14
Nuveen
North Carolina
$49.7M +$16.1M +185,201 +49%
Northern Trust
15
Northern Trust
Illinois
$48.6M -$113K -1,304 -0.2%
SAM
16
Southernsun Asset Management
Tennessee
$46.6M +$713K +8,219 +2%
Norges Bank
17
Norges Bank
Norway
$45.5M
Charles Schwab
18
Charles Schwab
California
$44.2M +$1.61M +18,512 +4%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$37.5M +$8.51M +98,084 +30%
WRF
20
Waddell & Reed Financial
Kansas
$37.2M +$16.8M +193,575 +84%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$35.9M +$21.1M +243,442 +148%
Invesco
22
Invesco
Georgia
$35.9M +$359K +4,145 +1%
IP
23
Interval Partners
New York
$35.8M -$7.91M -91,215 -18%
Bank of America
24
Bank of America
North Carolina
$34.3M -$20.5M -236,450 -38%
Legal & General Group
25
Legal & General Group
United Kingdom
$32.5M -$547K -6,305 -2%

PII Hedge Fund Activity: Q3 2019 in Review

440 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2019, worth a combined $4.12B — down 4.3% from $4.31B a quarter earlier.

Fund positioning in PII was balanced in Q3 2019: 44 funds opened new positions, 44 closed out, 151 added to existing stakes and 159 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $246M.

  • 440 institutional investors held Polaris (PII) as of Q3 2019, down from 443 in Q2 2019.
  • Funds reported $4.12B of Polaris stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 44 funds opened new Polaris positions in Q3 2019 and 44 closed out, a net change of 0 holders.
  • The largest Polaris buyer in Q3 2019 was Citadel Advisors, an estimated $60.6M added.
  • The largest Polaris seller in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $246M sold.

Based on aggregated 13F filings for Q3 2019.