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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
VPIM
251
Vanguard Personalized Indexing Management
California
$546K +$3.87K +35 +0.8%
MIS
252
Morningstar Investment Services
Illinois
$543K -$1.32M -11,966 -72%
Neuberger Berman Group
253
Neuberger Berman Group
New York
$536K -$32.9K -298 -6%
CAN
254
Cetera Advisor Networks
California
$529K -$269K -2,434 -36%
AAS
255
Avantax Advisory Services
Texas
$529K +$3.65K +33 +0.8%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$526K -$1.36M -12,282 -74%
WS
257
Wedbush Securities
California
$524K +$35.5K +321 +8%
TI
258
Tidal Investments
Wisconsin
$520K +$152K +1,374 +47%
TIA
259
Tiemann Investment Advisors
California
$519K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$518K +$3.32K +30 +0.7%
TC
261
Truvestments Capital
Florida
$517K +$42K +380 +10%
CW
262
CreativeOne Wealth
Kansas
$512K +$52.3K +473 +13%
FRM
263
Fox Run Management
Connecticut
$505K +$60.1K +544 +15%
TRCT
264
Tower Research Capital (TRC)
New York
$505K -$130K -1,173 -22%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$498K -$36.5K -330 -7%
DAC
266
Dividend Assets Capital
South Carolina
$491K -$503K -4,550 -53%
EGM
267
Engineers Gate Manager
New York
$489K -$564K -5,106 -56%
Allspring Global Investments
268
Allspring Global Investments
North Carolina
$481K +$55.5K +502 +14%
RC
269
Rovin Capital
Arizona
$475K -$26.2K -237 -6%
FM
270
Foster & Motley
Ohio
$470K +$15.6K +141 +4%
AFAS
271
Acorn Financial Advisory Services
Virginia
$457K +$3.1K +28 +0.7%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$455K -$109K -984 -21%
KCM
273
Kendall Capital Management
Maryland
$454K -$10.5K -95 -2%
PIMG
274
Patriot Investment Management Group
Tennessee
$453K -$25.5K -231 -6%
MIA
275
MainStreet Investment Advisors
Illinois
$450K -$2.43K -22 -0.6%

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.