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459 hedge funds and large institutions have $5.09B invested in Polaris in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

7% more funds holding

Funds holding: 430459 (+29)

2.64% more ownership

Funds ownership: 85.36%88% (+2.6%)

5% more capital invested

Capital invested by funds: $4.85B → $5.09B (+$235M)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 168

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $74.2M

Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
7.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
135
Reduced
168
Closed
39
Calls
$40.9M
Puts
$74.2M
Net Calls
-$33.3M
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
226
Zurich Insurance Group
Switzerland
$667K
JFG
227
Jefferies Financial Group
New York
$667K +$688K +6,600 New
AIMC
228
Alley Investment Management Company
Illinois
$652K +$673K +6,457 New
Prudential Financial
229
Prudential Financial
New Jersey
$609K -$13.8K -132 -2%
WP
230
WealthSource Partners
California
$606K
MIS
231
Morningstar Investment Services
Illinois
$606K +$5.42K +52 +0.9%
Wellington Management Group
232
Wellington Management Group
Massachusetts
$590K -$15.3K -147 -2%
WP
233
WealthPLAN Partners
Nebraska
$586K +$519K +4,986 New
WIM
234
WealthPlan Investment Management
Nebraska
$584K -$45.2K -434 -8%
VI
235
Versor Investments
New York
$576K +$594K +5,700 New
CGH
236
Crossmark Global Holdings
Texas
$560K -$79.8K -766 -12%
TF
237
Threadgill Financial
Texas
$556K -$3.33K -32 -0.6%
PTC
238
Petrus Trust Company
Texas
$556K +$573K +5,500 New
CB
239
Commerce Bank
Missouri
$550K -$3M -28,787 -84%
SPA
240
Sherbrooke Park Advisers
New York
$545K +$563K +5,400 New
LCM
241
Logan Capital Management
Pennsylvania
$544K
LTAS
242
Linden Thomas Advisory Services
North Carolina
$535K +$551K +5,293 New
NWM
243
Northwest Wealth Management
Iowa
$530K -$246K -2,365 -31%
CB
244
Cadence Bank
Mississippi
$515K -$2.92K -28 -0.5%
NMIMC
245
Northwestern Mutual Investment Management Company
Wisconsin
$509K -$317K -3,043 -38%
SAM
246
Securian Asset Management
Minnesota
$506K -$10.4K -100 -2%
CA
247
Claro Advisors
Massachusetts
$500K +$129K +1,237 +33%
AAM
248
Advisors Asset Management
Colorado
$497K -$333K -3,195 -39%
PFM
249
Parsec Financial Management
North Carolina
$496K -$10.4K -100 -2%
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$449K +$463K +4,444 New

PII Hedge Fund Activity: Q4 2022 in Review

459 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2022, worth a combined $5.09B — up 4.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 39 closed out — a net gain of 36 holders — while 135 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $64.5M. The largest seller was Boston Partners, cutting an estimated $65.5M.

  • 459 institutional investors held Polaris (PII) as of Q4 2022, up from 430 in Q3 2022.
  • Funds reported $5.09B of Polaris stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2022 and 39 closed out, a net change of +36 holders.
  • The largest Polaris buyer in Q4 2022 was Millennium Management, an estimated $64.5M added.
  • The largest Polaris seller in Q4 2022 was Boston Partners, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2022.