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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
Mitsubishi UFJ Trust & Banking
301
Mitsubishi UFJ Trust & Banking
Japan
$231K -$114K -1,015 -30%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$230K
CAM
303
Cresset Asset Management
Illinois
$229K -$16K -143 -6%
IFG
304
Independent Financial Group
California
$222K +$260K +2,323 New
PVH
305
Psagot Value Holdings
Israel
$220K -$22.4K -200 -8%
ZF
306
Zhang Financial
Michigan
$214K -$9.75K -87 -4%
PA
307
Profund Advisors
Maryland
$210K -$23.5K -210 -9%
DADC
308
D.A. Davidson & Co
Montana
$209K -$11.2K -100 -4%
LWM
309
Laidlaw Wealth Management
New York
$206K
SFP
310
Sweet Financial Partners
Minnesota
$205K +$112 +1 +0%
IB
311
Intrust Bank
Kansas
$204K
VAS
312
Vestmark Advisory Solutions
Massachusetts
$202K +$4.26K +38 +2%
GG
313
Gleason Group
Kentucky
$172K +$1.12K +10 +0.6%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$158K +$86.4K +771 +87%
VNA
315
Valley National Advisers
Pennsylvania
$147K
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$139K -$4.26K -38 -3%
Walleye Capital
317
Walleye Capital
New York
$132K +$154K +1,377 New
SC
318
SouthState Corp
Florida
$113K
IA
319
IFP Advisors
Florida
$113K +$16.3K +145 +15%
SCA
320
Stonebridge Capital Advisors
Minnesota
$105K -$4.6K -41 -4%
HI
321
Harbour Investments
Wisconsin
$90K
SC
322
Stephens Consulting
Michigan
$87K
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$81K +$4.6K +41 +5%
BEI
324
Benjamin Edwards Inc
Missouri
$79K +$2.92K +26 +3%
TCOV
325
Trust Company of Vermont
Vermont
$77K +$67.9K +606 +312%

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.