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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
PIMG
301
Patriot Investment Management Group
Tennessee
$335K -$9.25K -101 -3%
MIA
302
MainStreet Investment Advisors
Illinois
$335K -$7.14K -78 -2%
KCM
303
Kendall Capital Management
Maryland
$333K -$23.8K -260 -7%
CGH
304
Crossmark Global Holdings
Texas
$324K -$1.3M -14,141 -81%
CFSG
305
Clark Financial Services Group
Missouri
$320K -$550 -6 -0.2%
ACA
306
Aptus Capital Advisors
Alabama
$320K +$11.5K +126 +4%
PFS
307
Prospera Financial Services
Texas
$320K -$5.95K -65 -2%
RFC
308
Regions Financial Corp
Alabama
$319K -$11.4K -125 -4%
A
309
AlphaQuest
New York
$315K +$305K +3,329 New
PSIWM
310
Paradigm Strategies in Wealth Management
Minnesota
$308K +$2.11K +23 +0.7%
RJT
311
Raymond James Trust
Florida
$303K +$16.4K +179 +6%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$303K -$89.8K -980 -23%
CIA
313
Capital Investment Advisors
Georgia
$299K +$2.56K +28 +0.9%
SLC
314
Second Line Capital
Louisiana
$299K +$289K +3,150 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$294K -$24.6K -268 -8%
AFAS
316
Acorn Financial Advisory Services
Virginia
$294K +$1.65K +18 +0.6%
RWP
317
RWA Wealth Partners
Massachusetts
$284K +$275K +3,000 New
BP
318
Ballentine Partners
Massachusetts
$284K -$135K -1,476 -33%
PTC
319
Petrus Trust Company
Texas
$283K -$219K -2,395 -45%
LCM
320
Landscape Capital Management
New Jersey
$282K +$273K +2,977 New
KCM
321
Kaye Capital Management
California
$282K
SSA
322
Sierra Summit Advisors
Nevada
$279K +$269K +2,940 New
WCA
323
Waratah Capital Advisors
Ontario, Canada
$275K +$266K +2,903 New
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$275K
SEI Investments
325
SEI Investments
Pennsylvania
$275K +$8.89K +97 +3%

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.