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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
IUHSA
326
Itau Unibanco Holding S.A.
Brazil
$77K +$89.8K +801 New
BFEC
327
Benjamin F. Edwards & Company
Missouri
$74K -$24.3K -217 -22%
GTAM
328
Global Trust Asset Management
Florida
$69K
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$67K -$7.51K -67 -9%
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.4K -$1.79K -16 -2%
WT
331
Whittier Trust
California
$62K -$24.9K -222 -25%
APA
332
American Portfolios Advisors
New York
$53.6K -$29.4K -262 -32%
ZIG
333
Zullo Investment Group
Pennsylvania
$51K -$2.58K -23 -4%
WFA
334
Wipfli Financial Advisors
Wisconsin
$51K +$60.1K +536 New
JFA
335
JNBA Financial Advisors
Minnesota
$48K
AA
336
Addison Advisors
Vermont
$47K
S
337
SignatureFD
Georgia
$41K -$2.8K -25 -6%
SWM
338
Spire Wealth Management
Virginia
$41K +$27.9K +249 +138%
SOS
339
Silver Oak Securities
Tennessee
$36.3K +$39.1K +349 New
PTC
340
Private Trust Company
Ohio
$35K
Nomura Asset Management
341
Nomura Asset Management
Japan
$33.5K
BWM
342
BerganKDV Wealth Management
Minnesota
$32K
QCG
343
Quadrant Capital Group
Ohio
$28K -$2.02K -18 -6%
SFO
344
Standard Family Office
South Dakota
$26K +$29.9K +267 New
TFP
345
Tilia Fiduciary Partners
North Carolina
$25K
CTC
346
Central Trust Company
Missouri
$24K
TWM
347
Tradition Wealth Management
Minnesota
$24K +$4.6K +41 +20%
MAM
348
Meeder Asset Management
Ohio
$23K +$6.17K +55 +30%
BSB
349
Bangor Savings Bank
Maine
$20K
CCM
350
Covington Capital Management
California
$20K +$20.3K +181 +724%

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.