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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
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$435K +$173K +1,541 +51%
AAS
252
Avantax Advisory Services
Texas
$417K +$18.7K +167 +4%
TIA
253
Tiemann Investment Advisors
California
$410K -$448K -4,000 -48%
Vontobel Holding
254
Vontobel Holding
Switzerland
$407K -$28.7K -256 -6%
CIA
255
Capital Investment Advisors
Georgia
$407K -$2.13K -19 -0.4%
Allspring Global Investments
256
Allspring Global Investments
North Carolina
$406K -$32.5K -290 -6%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$403K +$673 +6 +0.1%
PIMG
258
Patriot Investment Management Group
Tennessee
$397K +$466K +4,155 New
PAS
259
Park Avenue Securities
New York
$395K +$19.7K +176 +4%
ESCM
260
Echo Street Capital Management
New York
$392K +$460K +4,103 New
Verition Fund Management
261
Verition Fund Management
Connecticut
$390K +$457K +4,074 New
AFAS
262
Acorn Financial Advisory Services
Virginia
$381K -$59.8K -533 -12%
TWI
263
Thomas White International
Illinois
$375K
PAMS
264
Pictet Asset Management (Switzerland)
Switzerland
$374K
CA
265
Claro Advisors
Massachusetts
$368K
HR
266
Howe & Rusling
New York
$362K -$24.3K -217 -5%
KAS
267
Kestra Advisory Services
Texas
$360K +$73.7K +657 +21%
FM
268
Foster & Motley
Ohio
$358K -$18.5K -165 -4%
MIA
269
MainStreet Investment Advisors
Illinois
$356K
RFC
270
Regions Financial Corp
Alabama
$354K -$6.28K -56 -1%
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$351K -$23.9K -213 -5%
MM
272
MQS Management
New York
$351K +$411K +3,670 New
TRIA
273
Trail Ridge Investment Advisors
Colorado
$350K -$37.8K -337 -10%
WS
274
Wedbush Securities
California
$348K +$10.5K +94 +3%
OC
275
Oppenheimer & Co
New York
$343K +$56.7K +506 +16%

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.