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459 hedge funds and large institutions have $5.09B invested in Polaris in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

7% more funds holding

Funds holding: 430459 (+29)

2.64% more ownership

Funds ownership: 85.36%88% (+2.6%)

5% more capital invested

Capital invested by funds: $4.85B → $5.09B (+$235M)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 168

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $74.2M

Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
7.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
135
Reduced
168
Closed
39
Calls
$40.9M
Puts
$74.2M
Net Calls
-$33.3M
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
326
D.A. Davidson & Co
Montana
$213K -$8.13K -78 -4%
YIH
327
Y-Intercept (HK)
Hong Kong
$213K +$220K +2,108 New
E
328
Ergoteles
New York
$207K +$213K +2,047 New
CC
329
Centiva Capital
New York
$206K +$213K +2,043 New
SAM
330
Secure Asset Management
Michigan
$203K +$210K +2,012 New
CCM
331
Chiron Capital Management
Florida
$202K -$458K -4,400 -69%
ZF
332
Zhang Financial
Michigan
$202K -$25.1K -241 -11%
AF
333
Affiance Financial
Minnesota
$190K +$196K +1,883 New
VNA
334
Valley National Advisers
Pennsylvania
$157K
MFG
335
Mendota Financial Group
Wisconsin
$137K +$141K +1,356 New
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$121K -$26.4K -253 -17%
RFA
337
Resurgent Financial Advisors
Georgia
$114K +$118K +1,128 New
SCA
338
Stonebridge Capital Advisors
Minnesota
$107K -$3.65K -35 -3%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$105K +$20.1K +193 +23%
SC
340
SouthState Corp
Florida
$101K -$19.2K -184 -16%
IA
341
IFP Advisors
Florida
$97K -$20.6K -198 -18%
IUHSA
342
Itau Unibanco Holding S.A.
Brazil
$96.2K +$16.3K +156 +19%
SC
343
Stephens Consulting
Michigan
$91.9K
BEI
344
Benjamin Edwards Inc
Missouri
$86K +$3.13K +30 +4%
AWM
345
Accurate Wealth Management
Florida
$75.5K +$75.3K +723 New
BFEC
346
Benjamin F. Edwards & Company
Missouri
$75K -$2.92K -28 -4%
GTAM
347
Global Trust Asset Management
Florida
$73.9K +$625 +6 +0.8%
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$72.3K +$1.67K +16 +2%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.1K
WT
350
Whittier Trust
California
$65.7K

PII Hedge Fund Activity: Q4 2022 in Review

459 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2022, worth a combined $5.09B — up 4.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 39 closed out — a net gain of 36 holders — while 135 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $64.5M. The largest seller was Boston Partners, cutting an estimated $65.5M.

  • 459 institutional investors held Polaris (PII) as of Q4 2022, up from 430 in Q3 2022.
  • Funds reported $5.09B of Polaris stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2022 and 39 closed out, a net change of +36 holders.
  • The largest Polaris buyer in Q4 2022 was Millennium Management, an estimated $64.5M added.
  • The largest Polaris seller in Q4 2022 was Boston Partners, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2022.