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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
Lazard Asset Management
301
Lazard Asset Management
New York
$332K +$164K +1,482 +117%
GSEP
302
Golden State Equity Partners
California
$329K +$301K +2,724 New
HWAM
303
Hennion & Walsh Asset Management
New Jersey
$329K +$26.6K +241 +10%
WIM
304
WealthPlan Investment Management
Nebraska
$328K -$213K -1,929 -42%
PVH
305
Psagot Value Holdings
Israel
$323K +$22.1K +200 +8%
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$320K +$290K +2,622 New
FNBT
307
FineMark National Bank & Trust
Florida
$320K -$14.4K -130 -5%
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$316K -$73.5K -665 -20%
EB
309
Eastern Bank
Massachusetts
$314K
MMA
310
Miracle Mile Advisors
California
$314K +$287K +2,596 New
MML Investors Services
311
MML Investors Services
Massachusetts
$310K +$70.1K +634 +33%
KAS
312
Kestra Advisory Services
Texas
$307K -$15.3K -138 -5%
LC
313
LCNB Corp
Ohio
$304K -$884 -8 -0.3%
SEC
314
Seven Eight Capital
New York
$304K +$277K +2,510 New
Fidelity Investments
315
Fidelity Investments
Massachusetts
$302K +$7.63K +69 +3%
AWS
316
Atria Wealth Solutions
New York
$300K -$3.21K -29 -1%
DC
317
Davenport & Co
Virginia
$299K +$9.06K +82 +3%
HSBC Holdings
318
HSBC Holdings
United Kingdom
$295K +$269K +2,433 New
Verition Fund Management
319
Verition Fund Management
Connecticut
$293K -$145K -1,313 -35%
PI
320
PEAK6 Investments
Illinois
$285K -$995K -9,001 -79%
VAS
321
Vestmark Advisory Solutions
Massachusetts
$273K -$7.74K -70 -3%
IAA
322
Independent Advisor Alliance
North Carolina
$267K
AWM
323
AE Wealth Management
Kansas
$264K -$3.43K -31 -1%
CII
324
Capital International Inc
California
$262K +$239K +2,167 New
Mitsubishi UFJ Trust & Banking
325
Mitsubishi UFJ Trust & Banking
Japan
$260K -$23K -208 -9%

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.