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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
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$137K +$20.9K +189 +20%
SCA
352
Stonebridge Capital Advisors
Minnesota
$128K -$1.1K -10 -0.9%
SC
353
SouthState Corp
Florida
$120K
SC
354
Stephens Consulting
Michigan
$110K
BEI
355
Benjamin Edwards Inc
Missouri
$91K -$10.6K -96 -11%
GTAM
356
Global Trust Asset Management
Florida
$88.4K
National Bank of Canada
357
National Bank of Canada
Quebec, Canada
$84.7K
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6K +$774 +7 +1%
TWM
359
Tradition Wealth Management
Minnesota
$79K +$111 +1 +0.2%
WT
360
Whittier Trust
California
$78.6K
BFEC
361
Benjamin F. Edwards & Company
Missouri
$73K -$1.99K -18 -3%
S
362
SignatureFD
Georgia
$71.5K +$553 +5 +0.9%
SWM
363
Spire Wealth Management
Virginia
$60.7K
AA
364
Addison Advisors
Vermont
$57.9K
Nomura Asset Management
365
Nomura Asset Management
Japan
$55.6K +$12.2K +110 +31%
CFB
366
Cullen/Frost Bankers
Texas
$50.6K -$255K -2,308 -85%
JFA
367
JNBA Financial Advisors
Minnesota
$48.4K
IA
368
IFP Advisors
Florida
$47.8K +$10.2K +92 +30%
ERSOT
369
Employees Retirement System of Texas
Texas
$47K +$42.8K +387 New
LSA
370
Leonteq Securities AG
Switzerland
$38K +$30.6K +277 +749%
HNB
371
Huntington National Bank
Ohio
$37.9K +$29.1K +263 +526%
QCG
372
Quadrant Capital Group
Ohio
$34.1K -$4.64K -42 -13%
SIS
373
Sound Income Strategies
Florida
$32.2K +$6.52K +59 +29%
Point72 Asset Management
374
Point72 Asset Management
Connecticut
$31.8K +$21.4K +194 +281%
TFP
375
Tilia Fiduciary Partners
North Carolina
$30.5K

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.