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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
Voloridge Investment Management
251
Voloridge Investment Management
Florida
$509K -$3.43M -30,960 -87%
SG Americas Securities
252
SG Americas Securities
New York
$508K +$201K +1,813 +65%
Walleye Trading
253
Walleye Trading
New York
$502K -$4.43M -39,984 -90%
VPIM
254
Vanguard Personalized Indexing Management
California
$496K +$496K +4,480 New
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$492K
AAS
256
Avantax Advisory Services
Texas
$480K -$2.66K -24 -0.5%
OTL
257
Oak Thistle LLC
New York
$478K +$479K +4,325 New
TIA
258
Tiemann Investment Advisors
California
$475K
NWM
259
Northwest Wealth Management
Iowa
$474K -$107K -963 -18%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$470K +$1.88K +17 +0.4%
SAM
261
Shell Asset Management
Netherlands
$464K -$1.55K -14 -0.3%
RC
262
Rovin Capital
Arizona
$461K -$7.53K -68 -2%
PFM
263
Parsec Financial Management
North Carolina
$455K -$88.6K -800 -16%
WS
264
Wedbush Securities
California
$444K +$67.1K +606 +18%
PIMG
265
Patriot Investment Management Group
Tennessee
$440K -$22.3K -201 -5%
EI
266
Ethic Inc
New York
$439K +$153K +1,385 +54%
TC
267
Truvestments Capital
Florida
$431K -$31.5K -284 -7%
KCM
268
Kendall Capital Management
Maryland
$426K -$11.1K -100 -3%
CW
269
CreativeOne Wealth
Kansas
$416K +$13.2K +119 +3%
AFAS
270
Acorn Financial Advisory Services
Virginia
$415K -$1.22K -11 -0.3%
FM
271
Foster & Motley
Ohio
$415K +$46.9K +423 +13%
MIA
272
MainStreet Investment Advisors
Illinois
$414K -$4.76K -43 -1%
Verition Fund Management
273
Verition Fund Management
Connecticut
$413K +$150K +1,353 +57%
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$410K +$14.8K +134 +4%
HR
275
Howe & Rusling
New York
$406K -$6.65K -60 -2%

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.