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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
DADC
326
D.A. Davidson & Co
Montana
$233K
Walleye Capital
327
Walleye Capital
New York
$231K +$231K +2,085 New
CCM
328
Coldstream Capital Management
Washington
$229K -$11.7K -106 -5%
ESCM
329
Echo Street Capital Management
New York
$226K -$174K -1,569 -43%
IB
330
Intrust Bank
Kansas
$223K -$13K -117 -5%
SAM
331
Secure Asset Management
Michigan
$223K
CCM
332
Chiron Capital Management
Florida
$221K
ZF
333
Zhang Financial
Michigan
$221K
MML Investors Services
334
MML Investors Services
Massachusetts
$213K -$56.5K -510 -21%
MW
335
Marcum Wealth
Ohio
$212K +$212K +1,912 New
PA
336
Profund Advisors
Maryland
$211K -$28.9K -261 -12%
AF
337
Affiance Financial
Minnesota
$209K +$1.11K +10 +0.5%
PWP
338
Pursue Wealth Partners
California
$208K +$209K +1,884 New
CC
339
Centiva Capital
New York
$203K -$23K -208 -10%
CCM
340
Crew Capital Management
Ohio
$200K +$201K +1,812 New
AAM
341
Advisors Asset Management
Colorado
$190K -$355K -3,207 -65%
VNA
342
Valley National Advisers
Pennsylvania
$158K -$4.32K -39 -3%
RI
343
Ridgewood Investments
New Jersey
$148K +$148K +1,334 New
Lazard Asset Management
344
Lazard Asset Management
New York
$140K +$140K +1,268 New
CI Investments Inc
345
CI Investments Inc
Ontario, Canada
$134K +$886 +8 +0.7%
MFG
346
Mendota Financial Group
Wisconsin
$130K -$13.3K -120 -9%
SCA
347
Stonebridge Capital Advisors
Minnesota
$118K +$554 +5 +0.5%
Canada Pension Plan Investment Board
348
Canada Pension Plan Investment Board
Ontario, Canada
$111K +$111K +1,000 New
SC
349
SouthState Corp
Florida
$110K
IUHSA
350
Itau Unibanco Holding S.A.
Brazil
$109K +$3.32K +30 +3%

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.