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452 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 141 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 141

22% more call options, than puts

Call options by funds: $90M | Put options by funds: $73.7M

3.94% more ownership

Funds ownership: 84.86%88.79% (+3.9%)

3% more capital invested

Capital invested by funds: $5.36B → $5.5B (+$138M)

9% less funds holding

Funds holding: 496452 (-44)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 84

Holders
452
Holders Change
-44
Holders Change %
-8.87%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
175
Reduced
141
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
351
Global Trust Asset Management
Florida
$76K -$684 -6 -0.8%
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$76K +$2.62K +23 +3%
DSC
353
Duncker Streett & Co
Missouri
$73K -$11.4K -100 -13%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$73K +$4.79K +42 +6%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.8K +$1.59K +14 +2%
S
356
SignatureFD
Georgia
$67K +$27.5K +241 +61%
SCA
357
Stonebridge Capital Advisors
Minnesota
$62K +$4.67K +41 +8%
Macquarie Group
358
Macquarie Group
Australia
$61.7K -$2.85M -25,052 -4%
ZIG
359
Zullo Investment Group
Pennsylvania
$60K -$1.14K -10 -2%
MCC
360
Money Concepts Capital
Florida
$56K +$60.3K +529 New
MAM
361
Meeder Asset Management
Ohio
$54K -$3.42K -30 -6%
JFA
362
JNBA Financial Advisors
Minnesota
$53K
AA
363
Addison Advisors
Vermont
$51K
SSB
364
Sandy Spring Bank
Maryland
$50K -$84.4K -741 -61%
BBHC
365
Brown Brothers Harriman & Co
New York
$47K +$50.4K +442 New
DI
366
Disciplined Investments
Oklahoma
$43K +$46.5K +408 New
1IA
367
1834 Investment Advisors
Wisconsin
$37K
Nomura Asset Management
368
Nomura Asset Management
Japan
$36.9K +$39.9K +350 New
LSA
369
Leonteq Securities AG
Switzerland
$35.4K +$1.48K +13 +4%
BWM
370
BerganKDV Wealth Management
Minnesota
$35K -$8.09K -71 -18%
CFGS
371
Concourse Financial Group Securities
Alabama
$35K -$4.67K -41 -11%
SWM
372
Spire Wealth Management
Virginia
$32K -$12.3K -108 -26%
HNB
373
Huntington National Bank
Ohio
$31K +$5.81K +51 +21%
TFP
374
Tilia Fiduciary Partners
North Carolina
$27K
IA
375
IndexIQ Advisors
New York
$27K +$29.6K +260 New

PII Hedge Fund Activity: Q1 2022 in Review

452 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2022, worth a combined $5.5B — up 2.6% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PII and 46 opened new positions — a net loss of 38 holders — while 141 trimmed existing stakes and 175 added.

The largest buyer was Capital World Investors, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $94.2M.

  • 452 institutional investors held Polaris (PII) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $5.5B of Polaris stock for Q1 2022, up 2.6% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q1 2022 and 84 closed out, a net change of -38 holders.
  • The largest Polaris buyer in Q1 2022 was Capital World Investors, an estimated $105M added.
  • The largest Polaris seller in Q1 2022 was Boston Partners, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.