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474 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 74

1% less funds holding

Funds holding: 479474 (-5)

2.7% less ownership

Funds ownership: 88.28%85.58% (-2.7%)

12% less capital invested

Capital invested by funds: $5.22B → $4.58B (-$641M)

15% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $93.5M

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
474
Holders Change
-5
Holders Change %
-1.04%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
141
Reduced
179
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
251
State of Alaska Department of Revenue
Alaska
$543K -$55K -600 -9%
MC
252
Matisse Capital
Oregon
$527K
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$518K -$187K -2,039 -27%
AIMC
254
Alley Investment Management Company
Illinois
$509K
CT
255
ClearAlpha Technologies
Connecticut
$501K +$484K +5,285 New
TC
256
Truvestments Capital
Florida
$486K +$40.6K +443 +9%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$483K +$10.2K +111 +2%
NS
258
NBC Securities
Alabama
$470K -$366 -4 -0.1%
CA
259
Claro Advisors
Massachusetts
$466K -$110K -1,197 -20%
Neuberger Berman Group
260
Neuberger Berman Group
New York
$464K +$32.2K +352 +8%
CA
261
Callahan Advisors
Texas
$462K +$60.3K +658 +16%
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$461K -$107K -1,164 -19%
TC
263
TownSquare Capital
Utah
$461K -$83.5K -911 -16%
DI
264
DFPG Investments
Utah
$454K -$77.8K -849 -14%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$452K +$455K +4,971 +17,754%
APF
266
Alaska Permanent Fund
Alaska
$445K +$430K +4,695 New
Fidelity Investments
267
Fidelity Investments
Massachusetts
$442K -$528K -5,762 -55%
Federated Hermes
268
Federated Hermes
Pennsylvania
$440K -$191K -2,089 -31%
VIM
269
VELA Investment Management
Ohio
$439K
MM
270
MQS Management
New York
$436K -$189K -2,066 -31%
GCM
271
Gallacher Capital Management
Colorado
$433K +$418K +4,565 New
HAG
272
HighPoint Advisor Group
Illinois
$430K +$416K +4,543 New
CB
273
Cadence Bank
Mississippi
$429K
WP
274
WealthSource Partners
California
$426K
WS
275
Wedbush Securities
California
$420K +$6.41K +70 +2%

PII Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2023, worth a combined $4.58B — down 12% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 74 closed out — a net gain of 1 holder — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.8M. The largest seller was VanEck Associates, cutting an estimated $119M.

  • 474 institutional investors held Polaris (PII) as of Q4 2023, down from 479 in Q3 2023.
  • Funds reported $4.58B of Polaris stock for Q4 2023, down 12% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2023 and 74 closed out, a net change of +1 holder.
  • The largest Polaris buyer in Q4 2023 was Morgan Stanley, an estimated $39.8M added.
  • The largest Polaris seller in Q4 2023 was VanEck Associates, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.