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430 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% less funds holding

Funds holding: 435430 (-5)

7.02% less ownership

Funds ownership: 92.38%85.36% (-7%)

11% less capital invested

Capital invested by funds: $5.45B → $4.85B (-$595M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 175

46% less call options, than puts

Call options by funds: $49.7M | Put options by funds: $91.4M

Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
113
Reduced
175
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$614K -$307K -2,741 -30%
CCM
227
Chiron Capital Management
Florida
$612K -$11.2K -100 -2%
CGH
228
Crossmark Global Holdings
Texas
$603K +$180K +1,607 +34%
Prudential Financial
229
Prudential Financial
New Jersey
$601K -$12K -107 -2%
MIS
230
Morningstar Investment Services
Illinois
$597K -$3.08M -27,471 -82%
WIM
231
WealthPlan Investment Management
Nebraska
$586K +$608K +5,420 New
CAN
232
Cetera Advisor Networks
California
$576K -$11.5K -103 -2%
WP
233
WealthSource Partners
California
$574K
Wellington Management Group
234
Wellington Management Group
Massachusetts
$573K -$22.3K -199 -3%
Russell Investments Group
235
Russell Investments Group
United Kingdom
$531K
TF
236
Threadgill Financial
Texas
$529K +$620K +5,534 New
CCIA
237
Campbell & Co Investment Adviser
Maryland
$523K +$119K +1,060 +24%
LCM
238
Logan Capital Management
Pennsylvania
$515K
VPIM
239
Vanguard Personalized Indexing Management
California
$496K -$17.4K -155 -3%
MP
240
McDonald Partners
Ohio
$491K -$83.5K -745 -13%
CB
241
Cadence Bank
Mississippi
$490K
SAM
242
Shell Asset Management
Netherlands
$489K -$151K -1,343 -21%
SAM
243
Securian Asset Management
Minnesota
$488K
NA
244
NewEdge Advisors
Louisiana
$480K -$16.3K -145 -3%
PFM
245
Parsec Financial Management
North Carolina
$480K
RC
246
Rovin Capital
Arizona
$479K -$9.19K -82 -2%
KCM
247
Kendall Capital Management
Maryland
$474K -$265K -2,360 -32%
ACM
248
Aquatic Capital Management
Illinois
$469K +$549K +4,900 New
PAG
249
Private Advisor Group
New Jersey
$458K -$24.6K -219 -4%
RJT
250
Raymond James Trust
Florida
$454K -$43.4K -387 -8%

PII Hedge Fund Activity: Q3 2022 in Review

430 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2022, worth a combined $4.85B — down 11% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PII positions and 42 closed out — a net gain of 3 holders — while 113 added to existing stakes and 175 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $16M. The largest seller was American Century Companies, cutting an estimated $72M.

  • 430 institutional investors held Polaris (PII) as of Q3 2022, down from 435 in Q2 2022.
  • Funds reported $4.85B of Polaris stock for Q3 2022, down 11% quarter-over-quarter.
  • 45 funds opened new Polaris positions in Q3 2022 and 42 closed out, a net change of +3 holders.
  • The largest Polaris buyer in Q3 2022 was Alyeska Investment Group, an estimated $16M added.
  • The largest Polaris seller in Q3 2022 was American Century Companies, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2022.