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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$557M -$32.8M -429,804 -7%
BlackRock
2
BlackRock
New York
$485M -$36.8M -482,840 -8%
State Street
3
State Street
Massachusetts
$471M +$81.4M +1,068,629 +27%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$227M -$9.18M -120,504 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$193M +$151M +1,983,717 +1,999%
CIM
6
Confluence Investment Management
Missouri
$116M -$621K -8,153 -0.6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$86.6M -$7.28M -95,523 -9%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$78.4M +$2.42M +31,793 +4%
Norges Bank
9
Norges Bank
Norway
$73.2M +$20.8M +273,376 +53%
Charles Schwab
10
Charles Schwab
California
$71M +$17.1M +224,551 +41%
VanEck Associates
11
VanEck Associates
New York
$67.8M -$15.5M -203,285 -22%
Wells Fargo
12
Wells Fargo
California
$65.9M -$197M -2,590,650 -78%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$65.6M +$5.9M +77,459 +12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$60.6M +$1.22M +16,056 +3%
ACH
15
ArrowMark Colorado Holdings
Colorado
$58.8M -$36.3M -475,832 -43%
Capital World Investors
16
Capital World Investors
California
$54.7M +$45M +591,000 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$51.2M +$20.1M +263,887 +90%
AQR Capital Management
18
AQR Capital Management
Connecticut
$47.5M +$5.43M +71,296 +16%
Northern Trust
19
Northern Trust
Illinois
$47.5M -$4.19M -54,991 -10%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$47M +$29.8M +391,222 +335%
Goldman Sachs
21
Goldman Sachs
New York
$37.9M +$9.66M +126,817 +45%
Fisher Asset Management
22
Fisher Asset Management
Washington
$37.9M +$31.2M +409,864 New
Bank of America
23
Bank of America
North Carolina
$33.1M +$1.9M +24,968 +8%
N
24
Nuveen
North Carolina
$31.8M +$2.97M +39,015 +13%
CCMG
25
Clark Capital Management Group
Pennsylvania
$31.5M +$25.9M +340,114 New

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.