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461 hedge funds and large institutions have $6.02B invested in Polaris in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $5.63B → $6.02B (+$391M)

10% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $76M

1% less funds holding

Funds holding: 465461 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

1.54% less ownership

Funds ownership: 89.17%87.63% (-1.5%)

37% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 203

Holders
461
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
7.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
127
Reduced
203
Closed
49
Calls
$83.3M
Puts
$76M
Net Calls
+$7.29M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
276
Howe & Rusling
New York
$443K -$442 -4 -0.1%
IFG
277
Independent Financial Group
California
$443K +$4.31K +39 +1%
AG
278
AIA Group
Hong Kong
$442K +$404K +3,654 New
OC
279
Oppenheimer & Co
New York
$438K +$1.55K +14 +0.4%
RFC
280
Regions Financial Corp
Alabama
$437K -$4.42K -40 -1%
Squarepoint
281
Squarepoint
New York
$423K +$387K +3,501 New
CFSG
282
Clark Financial Services Group
Missouri
$416K +$2.1K +19 +0.6%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$415K -$11.4K -103 -3%
PFS
284
Prospera Financial Services
Texas
$401K -$20.1K -182 -5%
SCM
285
Shelton Capital Management
Colorado
$397K -$19.5K -176 -5%
PMEF
286
Point72 Middle East FZE
United Arab Emirates
$394K -$1.13M -10,183 -76%
NWM
287
Northwest Wealth Management
Iowa
$392K -$116K -1,047 -24%
PSIWM
288
Paradigm Strategies in Wealth Management
Minnesota
$391K
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$388K -$663 -6 -0.2%
CIA
290
Capital Investment Advisors
Georgia
$380K -$4.31K -39 -1%
HH
291
Hilltop Holdings
Texas
$372K +$2.65K +24 +0.8%
AIM
292
Aigen Investment Management
New York
$364K +$332K +3,008 New
KCM
293
Kaye Capital Management
California
$363K
SP
294
Symmetry Partners
Connecticut
$362K +$331K +2,995 New
CCIA
295
Campbell & Co Investment Adviser
Maryland
$352K -$506K -4,576 -61%
NYLIM
296
New York Life Investment Management
New York
$348K +$318K +2,878 New
AA
297
ALPS Advisors
Colorado
$345K +$2.21K +20 +0.7%
TCOT
298
Trust Company of Toledo
Ohio
$344K -$1.1K -10 -0.4%
SEI Investments
299
SEI Investments
Pennsylvania
$339K +$12.4K +112 +4%
SRIM
300
Saratoga Research & Investment Management
California
$332K -$663 -6 -0.2%

PII Hedge Fund Activity: Q2 2023 in Review

461 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2023, worth a combined $6.02B — up 6.9% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PII and 46 opened new positions — a net loss of 3 holders — while 203 trimmed existing stakes and 127 added.

The largest buyer was Arrowstreet Capital, adding an estimated $47.5M. The largest seller was State Street, cutting an estimated $51.7M.

  • 461 institutional investors held Polaris (PII) as of Q2 2023, down from 465 in Q1 2023.
  • Funds reported $6.02B of Polaris stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q2 2023 and 49 closed out, a net change of -3 holders.
  • The largest Polaris buyer in Q2 2023 was Arrowstreet Capital, an estimated $47.5M added.
  • The largest Polaris seller in Q2 2023 was State Street, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2023.