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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
PIMG
251
Patriot Investment Management Group
Tennessee
$448K +$2.4K +23 +0.6%
IAM
252
Innovis Asset Management
Illinois
$442K +$456K +4,376 New
AAS
253
Avantax Advisory Services
Texas
$441K +$417 +4 +0.1%
RJT
254
Raymond James Trust
Florida
$436K -$45.3K -435 -9%
TIA
255
Tiemann Investment Advisors
California
$433K
RC
256
Rovin Capital
Arizona
$428K -$80.7K -775 -15%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$428K +$2.71K +26 +0.6%
SAM
258
Shell Asset Management
Netherlands
$425K -$94K -902 -18%
Two Sigma Advisers
259
Two Sigma Advisers
New York
$424K +$438K +4,200 New
CCIA
260
Campbell & Co Investment Adviser
Maryland
$424K -$132K -1,266 -23%
TC
261
Truvestments Capital
Florida
$422K -$339K -3,252 -44%
AC
262
AXQ Capital
New Jersey
$421K +$435K +4,171 New
OQS
263
Occudo Quantitative Strategies
Florida
$416K +$429K +4,118 New
KAS
264
Kestra Advisory Services
Texas
$413K +$34.2K +328 +9%
DI
265
DFPG Investments
Utah
$408K +$401K +3,848 New
BC
266
Bridgefront Capital
Texas
$401K +$413K +3,966 New
KCM
267
Kendall Capital Management
Maryland
$399K -$105K -1,005 -20%
TWI
268
Thomas White International
Illinois
$396K
TCM
269
Teza Capital Management
Illinois
$390K -$395K -3,793 -50%
MIA
270
MainStreet Investment Advisors
Illinois
$382K +$6.88K +66 +2%
PAS
271
Park Avenue Securities
New York
$382K -$36.6K -351 -8%
AFAS
272
Acorn Financial Advisory Services
Virginia
$380K -$23.4K -225 -6%
HR
273
Howe & Rusling
New York
$377K -$5.94K -57 -2%
IFG
274
Independent Financial Group
California
$376K +$146K +1,400 +60%
RFC
275
Regions Financial Corp
Alabama
$374K -$417 -4 -0.1%

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.