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465 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 165 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $5.09B → $5.63B (+$544M)

1% more funds holding

Funds holding: 459465 (+6)

1.17% more ownership

Funds ownership: 88%89.17% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 165

35% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $95.6M

Holders
465
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
165
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
276
Regions Financial Corp
Alabama
$404K -$5.98K -54 -1%
FRM
277
Fox Run Management
Connecticut
$402K +$402K +3,631 New
IFG
278
Independent Financial Group
California
$401K -$11.1K -100 -3%
OC
279
Oppenheimer & Co
New York
$399K
TSS
280
Two Sigma Securities
New York
$396K +$397K +3,583 New
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$391K -$4.21K -38 -1%
BAM
282
Belpointe Asset Management
Nevada
$391K -$580K -5,234 -60%
PFS
283
Prospera Financial Services
Texas
$387K -$17.6K -159 -4%
VF
284
Virtu Financial
New York
$387K +$387K +3,497 New
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$384K -$10.2K -92 -3%
SCM
286
Shelton Capital Management
Colorado
$383K +$65.6K +592 +21%
CFSG
287
Clark Financial Services Group
Missouri
$379K -$332 -3 -0.1%
SPA
288
Sherbrooke Park Advisers
New York
$376K -$222K -2,000 -37%
BFM
289
Boothbay Fund Management
New York
$365K +$39.9K +360 +12%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$363K -$3.32K -30 -0.9%
Cerity Partners
291
Cerity Partners
New York
$363K +$124K +1,120 +52%
Vontobel Holding
292
Vontobel Holding
Switzerland
$360K -$20.5K -185 -5%
PSIWM
293
Paradigm Strategies in Wealth Management
Minnesota
$357K
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$356K +$356K +3,213 New
CIA
295
Capital Investment Advisors
Georgia
$352K -$52.1K -470 -13%
CCB
296
Cutter & Co Brokerage
Missouri
$351K +$17.1K +154 +5%
HH
297
Hilltop Holdings
Texas
$337K +$48.3K +436 +17%
KCM
298
Kaye Capital Management
California
$332K
PWAG
299
Polaris Wealth Advisory Group
California
$332K
TI
300
Tidal Investments
Wisconsin
$324K +$325K +2,930 New

PII Hedge Fund Activity: Q1 2023 in Review

465 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2023, worth a combined $5.63B — up 11% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PII positions and 45 closed out — a net gain of 14 holders — while 148 added to existing stakes and 165 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $20.5M. The largest seller was Millennium Management, cutting an estimated $50.4M.

  • 465 institutional investors held Polaris (PII) as of Q1 2023, up from 459 in Q4 2022.
  • Funds reported $5.63B of Polaris stock for Q1 2023, up 11% quarter-over-quarter.
  • 59 funds opened new Polaris positions in Q1 2023 and 45 closed out, a net change of +14 holders.
  • The largest Polaris buyer in Q1 2023 was J. Goldman & Co, an estimated $20.5M added.
  • The largest Polaris seller in Q1 2023 was Millennium Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2023.