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503 hedge funds and large institutions have $6.99B invested in Polaris in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $6.24B → $6.99B (+$758M)

7.16% more ownership

Funds ownership: 76.46%83.62% (+7.2%)

7% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 160

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 504503 (-1)

16% less call options, than puts

Call options by funds: $119M | Put options by funds: $142M

Holders
503
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
171
Reduced
160
Closed
74
Calls
$119M
Puts
$142M
Net Calls
-$22.7M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$977M +$22.5M +166,303 +2%
BlackRock
2
BlackRock
New York
$668M -$24.2M -178,480 -4%
State Street
3
State Street
Massachusetts
$432M -$43.6M -321,546 -9%
Boston Partners
4
Boston Partners
Massachusetts
$380M +$376M +2,775,896 New
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$354M +$43.2M +318,948 +14%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$235M -$55.5M -409,077 -19%
CIM
7
Confluence Investment Management
Missouri
$153M -$1.18M -8,712 -0.8%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$147M +$145M +1,072,516 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$125M +$16.9M +124,445 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$125M +$1.55M +11,441 +1%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$113M +$58.8M +433,478 +110%
American Century Companies
12
American Century Companies
Missouri
$108M +$5.27M +38,856 +5%
VanEck Associates
13
VanEck Associates
New York
$94M +$92.4M +681,317 +13,166%
Invesco
14
Invesco
Georgia
$78.5M -$7.81M -57,584 -9%
Morgan Stanley
15
Morgan Stanley
New York
$75.8M +$29.4M +216,942 +64%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$74.8M +$14.5M +107,181 +24%
Macquarie Group
17
Macquarie Group
Australia
$73.2M +$54.8M +404,540 +312%
Fisher Asset Management
18
Fisher Asset Management
Washington
$73M -$4.05M -29,842 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$71.7M -$5.81M -42,873 -8%
Norges Bank
20
Norges Bank
Norway
$68.7M -$20.6M -152,204 -23%
GKIM
21
GW&K Investment Management
Massachusetts
$67.8M +$1.15M +8,499 +2%
Northern Trust
22
Northern Trust
Illinois
$67.3M -$1.25M -9,236 -2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$66.7M +$24.4M +180,113 +59%
Capital World Investors
24
Capital World Investors
California
$66.4M
Charles Schwab
25
Charles Schwab
California
$58.8M +$6.06M +44,699 +12%

PII Hedge Fund Activity: Q2 2021 in Review

503 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2021, worth a combined $6.99B — up 12% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PII positions and 74 closed out — a net gain of 2 holders — while 171 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $376M. The largest seller was Wellington Management Group, cutting an estimated $55.5M.

  • 503 institutional investors held Polaris (PII) as of Q2 2021, down from 504 in Q1 2021.
  • Funds reported $6.99B of Polaris stock for Q2 2021, up 12% quarter-over-quarter.
  • 76 funds opened new Polaris positions in Q2 2021 and 74 closed out, a net change of +2 holders.
  • The largest Polaris buyer in Q2 2021 was Boston Partners, an estimated $376M added.
  • The largest Polaris seller in Q2 2021 was Wellington Management Group, an estimated $55.5M sold.

Based on aggregated 13F filings for Q2 2021.