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474 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 74

1% less funds holding

Funds holding: 479474 (-5)

2.7% less ownership

Funds ownership: 88.28%85.58% (-2.7%)

12% less capital invested

Capital invested by funds: $5.22B → $4.58B (-$641M)

15% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $93.5M

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
474
Holders Change
-5
Holders Change %
-1.04%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
141
Reduced
179
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
276
Securian Asset Management
Minnesota
$418K -$9.16K -100 -2%
I
277
InceptionR
California
$414K +$400K +4,369 New
BFM
278
Boothbay Fund Management
New York
$411K +$18.4K +201 +5%
VI
279
Vestcor Inc
New Brunswick, Canada
$403K -$73.9K -807 -16%
XT
280
XTX Topco
Cayman Islands
$401K +$387K +4,227 New
TIA
281
Tiemann Investment Advisors
California
$397K -$4.58K -50 -1%
SAM
282
Shell Asset Management
Netherlands
$396K -$115K -1,252 -23%
Verition Fund Management
283
Verition Fund Management
Connecticut
$395K +$177K +1,934 +87%
IIM
284
INTECH Investment Management
Florida
$393K -$413K -4,508 -52%
MSRPS
285
Maryland State Retirement & Pension System
Maryland
$390K
CA
286
Calton & Associates
Florida
$388K +$375K +4,091 New
NA
287
NewEdge Advisors
Louisiana
$382K -$38.9K -425 -10%
HH
288
Hilltop Holdings
Texas
$381K -$1.1K -12 -0.3%
KAS
289
Kestra Advisory Services
Texas
$377K +$80.5K +879 +28%
RCM
290
Radnor Capital Management
Pennsylvania
$369K
NWM
291
Northwest Wealth Management
Iowa
$369K +$99.4K +1,085 +39%
AAS
292
Avantax Advisory Services
Texas
$368K -$44.9K -490 -11%
SCM
293
Shelton Capital Management
Colorado
$364K -$23.7K -259 -6%
OC
294
Oppenheimer & Co
New York
$361K +$21.5K +235 +7%
Pathstone Holdings
295
Pathstone Holdings
New Jersey
$359K +$347K +3,790 New
FM
296
Foster & Motley
Ohio
$358K -$18.8K -205 -5%
M&T Bank
297
M&T Bank
New York
$353K -$10.1K -110 -3%
CAN
298
Cetera Advisor Networks
California
$350K -$46.8K -511 -12%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$346K -$75.5K -824 -18%
MWM
300
Modera Wealth Management
New Jersey
$338K -$186K -2,032 -36%

PII Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2023, worth a combined $4.58B — down 12% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 74 closed out — a net gain of 1 holder — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.8M. The largest seller was VanEck Associates, cutting an estimated $119M.

  • 474 institutional investors held Polaris (PII) as of Q4 2023, down from 479 in Q3 2023.
  • Funds reported $4.58B of Polaris stock for Q4 2023, down 12% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2023 and 74 closed out, a net change of +1 holder.
  • The largest Polaris buyer in Q4 2023 was Morgan Stanley, an estimated $39.8M added.
  • The largest Polaris seller in Q4 2023 was VanEck Associates, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.