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452 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 141 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 141

22% more call options, than puts

Call options by funds: $90M | Put options by funds: $73.7M

3.94% more ownership

Funds ownership: 84.86%88.79% (+3.9%)

3% more capital invested

Capital invested by funds: $5.36B → $5.5B (+$138M)

9% less funds holding

Funds holding: 496452 (-44)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 84

Holders
452
Holders Change
-44
Holders Change %
-8.87%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
175
Reduced
141
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Burney Company
Virginia
$401K
MIA
277
MainStreet Investment Advisors
Illinois
$395K +$912 +8 +0.2%
IMRF
278
Illinois Municipal Retirement Fund
Illinois
$393K
PFS
279
Prospera Financial Services
Texas
$388K +$2.05K +18 +0.5%
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$387K +$119K +1,042 +40%
CG
281
Colony Group
Massachusetts
$383K +$55.3K +485 +15%
SLAM
282
Swiss Life Asset Management
$379K +$412K +3,616 New
CAN
283
Cetera Advisor Networks
California
$378K +$2.28K +20 +0.6%
HWAM
284
Hennion & Walsh Asset Management
New Jersey
$371K +$147K +1,293 +58%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$366K +$2.17K +19 +0.6%
LNWWM
286
Laird Norton Wetherby Wealth Management
California
$361K +$6.15K +54 +2%
VFP
287
Verus Financial Partners
Virginia
$360K
BA
288
Bridgewater Associates
Connecticut
$357K +$386K +3,390 New
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$355K +$5.47K +48 +1%
TRIA
290
Trail Ridge Investment Advisors
Colorado
$351K -$101K -884 -21%
CFSG
291
Clark Financial Services Group
Missouri
$350K -$9K -79 -2%
Millennium Management
292
Millennium Management
New York
$347K -$7.23M -63,408 -95%
CIAS
293
Capital Investment Advisory Services
North Carolina
$345K -$22.8K -200 -6%
PA
294
Profund Advisors
Maryland
$343K +$25.2K +221 +7%
KFA
295
Krane Funds Advisors
New York
$340K +$368K +3,225 New
CCB
296
Cutter & Co Brokerage
Missouri
$322K +$9.23K +81 +3%
SCM
297
Shelton Capital Management
Colorado
$318K
HR
298
Howe & Rusling
New York
$317K
PWAG
299
Polaris Wealth Advisory Group
California
$311K
OC
300
Oppenheimer & Co
New York
$309K +$40.1K +352 +14%

PII Hedge Fund Activity: Q1 2022 in Review

452 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2022, worth a combined $5.5B — up 2.6% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PII and 46 opened new positions — a net loss of 38 holders — while 141 trimmed existing stakes and 175 added.

The largest buyer was Capital World Investors, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $94.2M.

  • 452 institutional investors held Polaris (PII) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $5.5B of Polaris stock for Q1 2022, up 2.6% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q1 2022 and 84 closed out, a net change of -38 holders.
  • The largest Polaris buyer in Q1 2022 was Capital World Investors, an estimated $105M added.
  • The largest Polaris seller in Q1 2022 was Boston Partners, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.