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461 hedge funds and large institutions have $6.02B invested in Polaris in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $5.63B → $6.02B (+$391M)

10% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $76M

1% less funds holding

Funds holding: 465461 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

1.54% less ownership

Funds ownership: 89.17%87.63% (-1.5%)

37% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 203

Holders
461
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
7.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
127
Reduced
203
Closed
49
Calls
$83.3M
Puts
$76M
Net Calls
+$7.29M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
226
Matisse Capital
Oregon
$672K
SAM
227
Shell Asset Management
Netherlands
$668K +$147K +1,333 +32%
FC
228
FORA Capital
Florida
$657K -$6.63K -60 -1%
CGH
229
Crossmark Global Holdings
Texas
$647K -$65.1K -589 -11%
CIP
230
Capital Insight Partners
Arizona
$647K -$397K -3,589 -40%
CA
231
Callahan Advisors
Texas
$628K -$759K -6,863 -57%
DFCM
232
Dark Forest Capital Management
Puerto Rico
$607K +$554K +5,016 New
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$606K +$554K +5,015 New
SPA
234
Sherbrooke Park Advisers
New York
$593K +$166K +1,500 +44%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$593K +$431K +3,900 +390%
GCM
236
Gallacher Capital Management
Colorado
$581K +$531K +4,800 New
SAM
237
Securian Asset Management
Minnesota
$576K -$26.7K -242 -5%
PAG
238
Private Advisor Group
New Jersey
$568K -$5.64K -51 -1%
Cerity Partners
239
Cerity Partners
New York
$568K +$156K +1,415 +43%
VIM
240
VELA Investment Management
Ohio
$561K
SOS
241
Silver Oak Securities
Tennessee
$560K +$512K +4,633 New
MWM
242
Modera Wealth Management
New Jersey
$557K +$509K +4,609 New
VRS
243
Virginia Retirement Systems
Virginia
$556K +$508K +4,600 New
IAM
244
Innovis Asset Management
Illinois
$555K -$2.98K -27 -0.6%
NA
245
NewEdge Advisors
Louisiana
$554K -$27.7K -251 -5%
RJT
246
Raymond James Trust
Florida
$550K -$9.62K -87 -2%
EI
247
Ethic Inc
New York
$548K +$61.8K +559 +14%
ATC
248
Argent Trust Co
Tennessee
$547K +$500K +4,525 New
VI
249
Versor Investments
New York
$547K -$97K -878 -16%
CB
250
Cadence Bank
Mississippi
$547K -$56.6K -512 -10%

PII Hedge Fund Activity: Q2 2023 in Review

461 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2023, worth a combined $6.02B — up 6.9% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PII and 46 opened new positions — a net loss of 3 holders — while 203 trimmed existing stakes and 127 added.

The largest buyer was Arrowstreet Capital, adding an estimated $47.5M. The largest seller was State Street, cutting an estimated $51.7M.

  • 461 institutional investors held Polaris (PII) as of Q2 2023, down from 465 in Q1 2023.
  • Funds reported $6.02B of Polaris stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q2 2023 and 49 closed out, a net change of -3 holders.
  • The largest Polaris buyer in Q2 2023 was Arrowstreet Capital, an estimated $47.5M added.
  • The largest Polaris seller in Q2 2023 was State Street, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2023.