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465 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 165 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $5.09B → $5.63B (+$544M)

1% more funds holding

Funds holding: 459465 (+6)

1.17% more ownership

Funds ownership: 88%89.17% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 165

35% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $95.6M

Holders
465
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
165
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Commerce Bank
Missouri
$668K +$66.6K +601 +11%
WP
227
WealthSource Partners
California
$664K
DTL
228
Dynamic Technology Lab
Singapore
$651K +$652K +5,886 New
MC
229
Matisse Capital
Oregon
$615K +$616K +5,558 New
OQS
230
Occudo Quantitative Strategies
Florida
$608K +$152K +1,376 +33%
FC
231
FORA Capital
Florida
$607K +$608K +5,489 New
TF
232
Threadgill Financial
Texas
$606K -$2.33K -21 -0.4%
VI
233
Versor Investments
New York
$597K -$33.2K -300 -5%
CGH
234
Crossmark Global Holdings
Texas
$596K -$16.4K -148 -3%
LCM
235
Logan Capital Management
Pennsylvania
$596K
TRCT
236
Tower Research Capital (TRC)
New York
$591K +$250K +2,256 +73%
CA
237
Claro Advisors
Massachusetts
$591K +$43.5K +393 +8%
WG
238
Winton Group
United Kingdom
$572K +$573K +5,172 New
CB
239
Cadence Bank
Mississippi
$557K -$7.09K -64 -1%
SAM
240
Securian Asset Management
Minnesota
$554K
EP
241
Edgestream Partners
New Jersey
$540K -$821K -7,413 -60%
NA
242
NewEdge Advisors
Louisiana
$534K -$19.9K -180 -4%
Parallax Volatility Advisers
243
Parallax Volatility Advisers
California
$532K +$532K +4,805 New
PAG
244
Private Advisor Group
New Jersey
$525K +$526K +4,749 New
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$525K +$130K +1,169 +33%
Neuberger Berman Group
246
Neuberger Berman Group
New York
$523K -$21.3M -191,879 -98%
WIM
247
WealthPlan Investment Management
Nebraska
$514K -$37.9K -342 -7%
RJT
248
Raymond James Trust
Florida
$513K +$35.5K +320 +7%
VIM
249
VELA Investment Management
Ohio
$513K -$607K -5,475 -54%
IAM
250
Innovis Asset Management
Illinois
$510K +$26.3K +237 +5%

PII Hedge Fund Activity: Q1 2023 in Review

465 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2023, worth a combined $5.63B — up 11% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PII positions and 45 closed out — a net gain of 14 holders — while 148 added to existing stakes and 165 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $20.5M. The largest seller was Millennium Management, cutting an estimated $50.4M.

  • 465 institutional investors held Polaris (PII) as of Q1 2023, up from 459 in Q4 2022.
  • Funds reported $5.63B of Polaris stock for Q1 2023, up 11% quarter-over-quarter.
  • 59 funds opened new Polaris positions in Q1 2023 and 45 closed out, a net change of +14 holders.
  • The largest Polaris buyer in Q1 2023 was J. Goldman & Co, an estimated $20.5M added.
  • The largest Polaris seller in Q1 2023 was Millennium Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2023.