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452 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 141 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 141

22% more call options, than puts

Call options by funds: $90M | Put options by funds: $73.7M

3.94% more ownership

Funds ownership: 84.86%88.79% (+3.9%)

3% more capital invested

Capital invested by funds: $5.36B → $5.5B (+$138M)

9% less funds holding

Funds holding: 496452 (-44)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 84

Holders
452
Holders Change
-44
Holders Change %
-8.87%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
175
Reduced
141
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
226
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$746K
Jane Street
227
Jane Street
New York
$742K -$1.87M -16,443 -70%
Mitsubishi UFJ Trust & Banking
228
Mitsubishi UFJ Trust & Banking
Japan
$739K
MPPW
229
Mitchell & Pahl Private Wealth
Oklahoma
$738K +$122K +1,071 +18%
JMPWA
230
JP Morgan Private Wealth Advisors
California
$717K +$123K +1,076 +19%
HLOC
231
H.L. Ormond & Company
North Carolina
$714K +$1.48K +13 +0.2%
Deutsche Bank
232
Deutsche Bank
Germany
$711K -$326K -2,863 -30%
CCM
233
Chiron Capital Management
Florida
$706K +$11.4K +100 +2%
VF
234
Virtu Financial
New York
$697K +$754K +6,617 New
ZIG
235
Zurich Insurance Group
Switzerland
$695K
Russell Investments Group
236
Russell Investments Group
United Kingdom
$690K -$2.45M -21,500 -77%
PAM
237
Premier Asset Management
Illinois
$681K -$302K -2,650 -29%
SAM
238
Shell Asset Management
Netherlands
$679K -$108K -950 -13%
MP
239
McDonald Partners
Ohio
$666K +$721K +6,327 New
WP
240
WealthSource Partners
California
$632K
AWS
241
Atria Wealth Solutions
New York
$627K +$679K +5,955 New
KFP
242
KMG Fiduciary Partners
Ohio
$622K +$127K +1,112 +23%
PFM
243
Parsec Financial Management
North Carolina
$611K -$12.6K -111 -2%
CP
244
CenterBook Partners
Connecticut
$608K -$23.2K -204 -3%
NWM
245
Northwest Wealth Management
Iowa
$597K +$268K +2,351 +71%
OQS
246
Occudo Quantitative Strategies
Florida
$590K +$639K +5,604 New
PAG
247
Private Advisor Group
New Jersey
$571K +$3.31K +29 +0.5%
LCM
248
Logan Capital Management
Pennsylvania
$567K +$83.2K +730 +16%
CB
249
Cadence Bank
Mississippi
$556K -$22.6K -198 -4%
OSIA
250
O'Shares Investment Advisers
Massachusetts
$549K +$31.9K +280 +6%

PII Hedge Fund Activity: Q1 2022 in Review

452 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2022, worth a combined $5.5B — up 2.6% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PII and 46 opened new positions — a net loss of 38 holders — while 141 trimmed existing stakes and 175 added.

The largest buyer was Capital World Investors, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $94.2M.

  • 452 institutional investors held Polaris (PII) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $5.5B of Polaris stock for Q1 2022, up 2.6% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q1 2022 and 84 closed out, a net change of -38 holders.
  • The largest Polaris buyer in Q1 2022 was Capital World Investors, an estimated $105M added.
  • The largest Polaris seller in Q1 2022 was Boston Partners, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.