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459 hedge funds and large institutions have $5.09B invested in Polaris in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

7% more funds holding

Funds holding: 430459 (+29)

2.64% more ownership

Funds ownership: 85.36%88% (+2.6%)

5% more capital invested

Capital invested by funds: $4.85B → $5.09B (+$235M)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 168

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $74.2M

Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
7.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
135
Reduced
168
Closed
39
Calls
$40.9M
Puts
$74.2M
Net Calls
-$33.3M
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Prospera Financial Services
Texas
$369K +$20.4K +196 +6%
CIA
277
Capital Investment Advisors
Georgia
$369K -$62.5K -600 -14%
CW
278
CreativeOne Wealth
Kansas
$368K +$12.9K +124 +4%
ESCM
279
Echo Street Capital Management
New York
$365K -$50.9K -489 -12%
OC
280
Oppenheimer & Co
New York
$365K +$3.02K +29 +0.8%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$362K -$101K -972 -21%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$361K +$6.98K +67 +2%
Allspring Global Investments
283
Allspring Global Investments
North Carolina
$360K -$71.2K -683 -16%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$360K +$1.35K +13 +0.4%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$357K +$11.5K +110 +3%
Vontobel Holding
286
Vontobel Holding
Switzerland
$348K -$84.2K -808 -19%
CFSG
287
Clark Financial Services Group
Missouri
$346K +$3.75K +36 +1%
WS
288
Wedbush Securities
California
$344K -$23.9K -229 -6%
FM
289
Foster & Motley
Ohio
$336K -$44K -422 -11%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$335K -$37.6K -361 -10%
PSIWM
291
Paradigm Strategies in Wealth Management
Minnesota
$326K +$53.4K +513 +19%
PWAG
292
Polaris Wealth Advisory Group
California
$318K
HWAM
293
Hennion & Walsh Asset Management
New Jersey
$313K -$3.02K -29 -0.9%
TRCT
294
Tower Research Capital (TRC)
New York
$312K +$23.5K +226 +8%
CCB
295
Cutter & Co Brokerage
Missouri
$305K +$521 +5 +0.2%
KCM
296
Kaye Capital Management
California
$303K +$313K +3,000 New
TRIA
297
Trail Ridge Investment Advisors
Colorado
$302K -$938 -9 -0.3%
SSG
298
Summit Securities Group
New York
$301K +$310K +2,979 New
BFM
299
Boothbay Fund Management
New York
$297K +$32.6K +313 +12%
XT
300
XTX Topco
Cayman Islands
$297K +$52.6K +505 +21%

PII Hedge Fund Activity: Q4 2022 in Review

459 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2022, worth a combined $5.09B — up 4.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 39 closed out — a net gain of 36 holders — while 135 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $64.5M. The largest seller was Boston Partners, cutting an estimated $65.5M.

  • 459 institutional investors held Polaris (PII) as of Q4 2022, up from 430 in Q3 2022.
  • Funds reported $5.09B of Polaris stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2022 and 39 closed out, a net change of +36 holders.
  • The largest Polaris buyer in Q4 2022 was Millennium Management, an estimated $64.5M added.
  • The largest Polaris seller in Q4 2022 was Boston Partners, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2022.