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430 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% less funds holding

Funds holding: 435430 (-5)

7.02% less ownership

Funds ownership: 92.38%85.36% (-7%)

11% less capital invested

Capital invested by funds: $5.45B → $4.85B (-$595M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 175

46% less call options, than puts

Call options by funds: $49.7M | Put options by funds: $91.4M

Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
113
Reduced
175
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$340K +$5.38K +48 +1%
CW
277
CreativeOne Wealth
Kansas
$336K -$31.5K -281 -7%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$335K +$2.35K +21 +0.6%
PFS
279
Prospera Financial Services
Texas
$331K -$3.25K -29 -0.8%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$328K -$12.9K -115 -3%
CFSG
281
Clark Financial Services Group
Missouri
$324K +$380K +3,391 New
MML Investors Services
282
MML Investors Services
Massachusetts
$306K -$55.5K -495 -13%
ACM
283
AlphaCrest Capital Management
New York
$305K +$357K +3,188 New
HWAM
284
Hennion & Walsh Asset Management
New Jersey
$299K -$42.5K -379 -11%
PWAG
285
Polaris Wealth Advisory Group
California
$294K
SCM
286
Shelton Capital Management
Colorado
$289K
CCB
287
Cutter & Co Brokerage
Missouri
$288K -$7.4K -66 -2%
KeyBank National Association
288
KeyBank National Association
Ohio
$288K +$2.47K +22 +0.7%
TRCT
289
Tower Research Capital (TRC)
New York
$274K -$216K -1,929 -40%
HH
290
Hilltop Holdings
Texas
$270K +$35.9K +320 +13%
SRIM
291
Saratoga Research & Investment Management
California
$266K -$897 -8 -0.3%
FNBT
292
FineMark National Bank & Trust
Florida
$266K
PSIWM
293
Paradigm Strategies in Wealth Management
Minnesota
$260K
FFN
294
Focus Financial Network
Minnesota
$256K -$7.96K -71 -3%
BFM
295
Boothbay Fund Management
New York
$251K +$294K +2,625 New
EB
296
Eastern Bank
Massachusetts
$249K
VAM
297
Verity Asset Management
North Carolina
$238K +$279K +2,485 New
XT
298
XTX Topco
Cayman Islands
$233K +$273K +2,433 New
AWS
299
Atria Wealth Solutions
New York
$233K +$273K +2,434 New
RI
300
Ridgewood Investments
New Jersey
$232K -$93.5K -834 -26%

PII Hedge Fund Activity: Q3 2022 in Review

430 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2022, worth a combined $4.85B — down 11% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PII positions and 42 closed out — a net gain of 3 holders — while 113 added to existing stakes and 175 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $16M. The largest seller was American Century Companies, cutting an estimated $72M.

  • 430 institutional investors held Polaris (PII) as of Q3 2022, down from 435 in Q2 2022.
  • Funds reported $4.85B of Polaris stock for Q3 2022, down 11% quarter-over-quarter.
  • 45 funds opened new Polaris positions in Q3 2022 and 42 closed out, a net change of +3 holders.
  • The largest Polaris buyer in Q3 2022 was Alyeska Investment Group, an estimated $16M added.
  • The largest Polaris seller in Q3 2022 was American Century Companies, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2022.