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430 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% less funds holding

Funds holding: 435430 (-5)

7.02% less ownership

Funds ownership: 92.38%85.36% (-7%)

11% less capital invested

Capital invested by funds: $5.45B → $4.85B (-$595M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 175

46% less call options, than puts

Call options by funds: $49.7M | Put options by funds: $91.4M

Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
113
Reduced
175
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
351
Sound Income Strategies
Florida
$19K +$112 +1 +0.5%
CFGS
352
Concourse Financial Group Securities
Alabama
$18K -$897 -8 -4%
PB
353
Pinnacle Bancorp
Nebraska
$17K
DFCM
354
Dark Forest Capital Management
Puerto Rico
$17K +$19.7K +176 New
GWM
355
Geneos Wealth Management
Colorado
$16K -$110K -980 -85%
MCC
356
Money Concepts Capital
Florida
$16K
IAMOG
357
Investors Asset Management of Georgia
Georgia
$15K
LF
358
Lee Financial
Texas
$14K
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$13.4K -$693K -6,184 -5%
CA
360
Crewe Advisors
Utah
$13K
SPWG
361
Sage Private Wealth Group
Illinois
$13K
SSB
362
Sandy Spring Bank
Maryland
$12K -$22.4K -200 -61%
PCM
363
Peregrine Capital Management
Minnesota
$12K +$2.8K +25 +25%
ASBI
364
American State Bank (Iowa)
Iowa
$11.5K
PA
365
Parallel Advisors
California
$10K -$1.34K -12 -11%
CFO
366
CVA Family Office
Colorado
$10K
FCT
367
First Community Trust
Iowa
$10K
HWA
368
HHM Wealth Advisors
Tennessee
$10K
C
369
Covestor
United Kingdom
$9K -$133K -1,185 -92%
MHR
370
Matthew Hamilton Rosenberg
$9K +$3.03K +27 +43%
AWM
371
Avior Wealth Management
Nebraska
$9K +$11.2K +100 New
CG
372
Cutler Group
California
$9K +$11.2K +100 New
FHA
373
First Horizon Advisors
Tennessee
$8K -$13.2K -118 -57%
AWM
374
Atticus Wealth Management
Florida
$8K
Bessemer Group
375
Bessemer Group
New Jersey
$8K

PII Hedge Fund Activity: Q3 2022 in Review

430 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2022, worth a combined $4.85B — down 11% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PII positions and 42 closed out — a net gain of 3 holders — while 113 added to existing stakes and 175 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $16M. The largest seller was American Century Companies, cutting an estimated $72M.

  • 430 institutional investors held Polaris (PII) as of Q3 2022, down from 435 in Q2 2022.
  • Funds reported $4.85B of Polaris stock for Q3 2022, down 11% quarter-over-quarter.
  • 45 funds opened new Polaris positions in Q3 2022 and 42 closed out, a net change of +3 holders.
  • The largest Polaris buyer in Q3 2022 was Alyeska Investment Group, an estimated $16M added.
  • The largest Polaris seller in Q3 2022 was American Century Companies, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2022.