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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
TCOT
301
Trust Company of Toledo
Ohio
$315K +$316K +2,851 New
AA
302
ALPS Advisors
Colorado
$313K +$314K +2,830 New
FNBT
303
FineMark National Bank & Trust
Florida
$307K
PTC
304
Petrus Trust Company
Texas
$306K -$303K -2,736 -50%
SRIM
305
Saratoga Research & Investment Management
California
$305K +$2.1K +19 +0.7%
CFB
306
Cullen/Frost Bankers
Texas
$302K +$302K +2,727 New
SEI Investments
307
SEI Investments
Pennsylvania
$298K +$298K +2,693 New
KAS
308
Kestra Advisory Services
Texas
$296K -$156K -1,412 -35%
EB
309
Eastern Bank
Massachusetts
$288K
LC
310
LCNB Corp
Ohio
$279K
AWS
311
Atria Wealth Solutions
New York
$278K -$2.33K -21 -0.8%
TRIA
312
Trail Ridge Investment Advisors
Colorado
$277K -$54.1K -488 -16%
CAM
313
Cresset Asset Management
Illinois
$276K +$277K +2,499 New
HWAM
314
Hennion & Walsh Asset Management
New Jersey
$275K -$67.8K -612 -20%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$268K -$15.4K -139 -5%
PVH
316
Psagot Value Holdings
Israel
$268K +$22.2K +200 +9%
DC
317
Davenport & Co
Virginia
$264K +$265K +2,388 New
Mitsubishi UFJ Trust & Banking
318
Mitsubishi UFJ Trust & Banking
Japan
$261K -$8.97K -81 -3%
VAS
319
Vestmark Advisory Solutions
Massachusetts
$258K +$13.7K +124 +6%
SFP
320
Sweet Financial Partners
Minnesota
$247K +$111 +1 +0%
KeyBank National Association
321
KeyBank National Association
Ohio
$246K +$246K +2,220 New
AWM
322
AE Wealth Management
Kansas
$245K +$245K +2,211 New
IAA
323
Independent Advisor Alliance
North Carolina
$245K +$245K +2,211 New
LCWP
324
Legacy Capital Wealth Partners
Arkansas
$240K +$241K +2,173 New
LWM
325
Laidlaw Wealth Management
New York
$238K

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.