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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
LWM
326
Laidlaw Wealth Management
New York
$260K
CG
327
Cutler Group
California
$260K +$132K +1,196 +125%
SFP
328
Sweet Financial Partners
Minnesota
$258K -$10.5K -95 -4%
KeyBank National Association
329
KeyBank National Association
Ohio
$257K -$10.3K -93 -4%
GCM
330
Graham Capital Management
Connecticut
$256K -$2.96M -26,766 -93%
Walleye Capital
331
Walleye Capital
New York
$255K +$2.87K +26 +1%
IB
332
Intrust Bank
Kansas
$244K
SAM
333
Secure Asset Management
Michigan
$243K
Allianz Asset Management
334
Allianz Asset Management
Germany
$242K +$221K +2,003 New
ZF
335
Zhang Financial
Michigan
$242K
AF
336
Affiance Financial
Minnesota
$230K +$995 +9 +0.5%
MW
337
Marcum Wealth
Ohio
$229K -$2.32K -21 -1%
PWP
338
Pursue Wealth Partners
California
$228K
PCM
339
Penserra Capital Management
California
$226K +$207K +1,872 New
CCM
340
Crew Capital Management
Ohio
$219K
SM
341
Sciencast Management
New Jersey
$215K +$193K +1,750 New
SFS
342
Stiles Financial Services
Minnesota
$215K +$196K +1,775 New
EI
343
EDMP Inc
Florida
$209K +$191K +1,732 New
QC
344
Quadrature Capital
United Kingdom
$209K +$191K +1,725 New
PAM
345
Paradigm Asset Management
New York
$206K +$188K +1,700 New
TFS
346
Thoroughbred Financial Services
Tennessee
$205K +$188K +1,700 New
AAM
347
Advisors Asset Management
Colorado
$172K -$31.9K -289 -17%
VNA
348
Valley National Advisers
Pennsylvania
$172K -$3.54K -32 -2%
MFG
349
Mendota Financial Group
Wisconsin
$164K +$13.3K +120 +10%
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$154K +$6.85K +62 +5%

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.