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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
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$270K -$40K -437 -13%
HI
327
Handelsinvest Investeringsforvaltning
Denmark
$267K +$258K +2,815 New
LC
328
LCNB Corp
Ohio
$266K +$27K +295 +12%
MNBTD
329
Moody National Bank Trust Division
Texas
$265K +$256K +2,794 New
Cerity Partners
330
Cerity Partners
New York
$260K -$310K -3,381 -55%
PVH
331
Psagot Value Holdings
Israel
$259K
CW
332
CreativeOne Wealth
Kansas
$259K +$3.76K +41 +2%
SRIM
333
Saratoga Research & Investment Management
California
$258K -$916 -10 -0.4%
PAG
334
Private Advisor Group
New Jersey
$258K -$168K -1,829 -40%
OR
335
Olympiad Research
Connecticut
$254K -$88.9K -971 -27%
EB
336
Eastern Bank
Massachusetts
$246K
PAS
337
Park Avenue Securities
New York
$241K -$91.8K -1,002 -28%
CA
338
CoreCap Advisors
Michigan
$239K +$231K +2,521 New
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$236K -$11.2K -122 -5%
EI
340
EDMP Inc
Florida
$232K +$224K +2,443 New
YIH
341
Y-Intercept (HK)
Hong Kong
$229K -$809K -8,829 -79%
RWM
342
Ritholtz Wealth Management
New York
$224K +$17.6K +192 +9%
SAM
343
Storebrand Asset Management
Norway
$223K -$359K -3,920 -62%
NRD
344
Nebula Research & Development
New York
$223K +$216K +2,357 New
Capstone Investment Advisors
345
Capstone Investment Advisors
New York
$223K +$216K +2,353 New
DAC
346
Dividend Assets Capital
South Carolina
$221K -$20.6K -225 -9%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$221K +$112K +1,219 +109%
PJWM
348
Philip James Wealth Mangement
Georgia
$214K +$207K +2,257 New
IAA
349
Independent Advisor Alliance
North Carolina
$210K
SG Americas Securities
350
SG Americas Securities
New York
$209K +$202K +2,209 New

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.