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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
IA
251
IFG Advisory
Georgia
$542K -$19.8K -174 -3%
SAM
252
Securian Asset Management
Minnesota
$538K
RJT
253
Raymond James Trust
Florida
$528K +$124K +1,086 +28%
CGH
254
Crossmark Global Holdings
Texas
$526K -$2.28K -20 -0.4%
TRCT
255
Tower Research Capital (TRC)
New York
$512K -$709K -6,223 -56%
RC
256
Rovin Capital
Arizona
$502K +$1.59K +14 +0.3%
VPIM
257
Vanguard Personalized Indexing Management
California
$481K +$521K +4,568 New
AFAS
258
Acorn Financial Advisory Services
Virginia
$473K -$4.9K -43 -0.9%
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$468K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$459K +$26.8K +235 +6%
RFC
261
Regions Financial Corp
Alabama
$457K -$17.7K -155 -3%
WS
262
Wedbush Securities
California
$455K -$46.2K -405 -9%
FM
263
Foster & Motley
Ohio
$450K -$14.6K -128 -3%
CIA
264
Capital Investment Advisors
Georgia
$448K -$3.53K -31 -0.7%
PAMS
265
Pictet Asset Management (Switzerland)
Switzerland
$443K +$46.8K +411 +11%
TCWM
266
Total Clarity Wealth Management
Illinois
$442K -$684 -6 -0.1%
AAS
267
Avantax Advisory Services
Texas
$432K +$67.1K +589 +17%
ZF
268
Zhang Financial
Michigan
$430K +$228K +2,000 +100%
TC
269
Truvestments Capital
Florida
$425K +$202K +1,776 +79%
WG
270
Winton Group
United Kingdom
$424K +$163K +1,429 +55%
PAS
271
Park Avenue Securities
New York
$417K +$64.5K +566 +17%
CW
272
CreativeOne Wealth
Kansas
$416K +$51.2K +449 +13%
MML Investors Services
273
MML Investors Services
Massachusetts
$413K -$19.3K -169 -4%
TWI
274
Thomas White International
Illinois
$413K -$4.9K -43 -1%
EF
275
Empirical Finance
Pennsylvania
$413K

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.