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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
GCP
351
GSA Capital Partners
United Kingdom
$209K +$202K +2,210 New
FL
352
FreeGulliver LLC
Louisiana
$208K +$202K +2,200 New
CAM
353
Claret Asset Management
Quebec, Canada
$208K -$2.29K -25 -1%
MA
354
Mutual Advisors
Nebraska
$207K +$201K +2,189 New
MML Investors Services
355
MML Investors Services
Massachusetts
$206K -$43.3K -473 -18%
LWM
356
Laidlaw Wealth Management
New York
$204K
SFP
357
Sweet Financial Partners
Minnesota
$203K +$92 +1 +0%
PE
358
Point72 Europe
United Kingdom
$186K +$180K +1,967 New
AAM
359
Advisors Asset Management
Colorado
$185K -$7.51K -82 -4%
PWM
360
Partnership Wealth Management
Maryland
$184K +$187K +2,044 New
KI
361
Kapitalo Investimentos
Brazil
$174K -$446K -4,871 -73%
PMEF
362
Point72 Middle East FZE
United Arab Emirates
$172K -$1.15M -12,603 -87%
CG
363
Cutler Group
California
$171K -$1.37K -15 -0.8%
PAM
364
Paradigm Asset Management
New York
$161K
IA
365
IFP Advisors
Florida
$161K +$56.7K +619 +57%
PAS
366
Point72 Asia (Singapore)
Singapore
$138K +$133K +1,452 New
PS
367
Principal Securities
Iowa
$135K +$131K +1,427 New
VNA
368
Valley National Advisers
Pennsylvania
$129K -$4.03K -44 -3%
Allspring Global Investments
369
Allspring Global Investments
North Carolina
$110K -$34.4K -375 -24%
GTAM
370
Global Trust Asset Management
Florida
$105K +$34.3K +374 +51%
LFG
371
Larson Financial Group
Missouri
$88.1K +$48.5K +529 +132%
SC
372
Stephens Consulting
Michigan
$86.2K
KBC Group
373
KBC Group
Belgium
$81K
EC
374
EntryPoint Capital
New York
$79.4K +$76.8K +838 New
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
$76.3K +$9.34K +102 +14%

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.