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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
CTC
376
Central Trust Company
Missouri
$26K -$1.37K -12 -5%
CFO
377
CVA Family Office
Colorado
$26K
PCG
378
Private Capital Group
Connecticut
$22K
QCG
379
Quadrant Capital Group
Ohio
$22K
TWM
380
Tradition Wealth Management
Minnesota
$22K +$114 +1 +0.5%
SIS
381
Sound Income Strategies
Florida
$20K +$114 +1 +0.5%
PB
382
Pinnacle Bancorp
Nebraska
$19K -$4.1K -36 -17%
LF
383
Lee Financial
Texas
$16K
SLWA
384
San Luis Wealth Advisors
California
$16K +$16.9K +148 New
CA
385
Crewe Advisors
Utah
$15K
FCA
386
FinTrust Capital Advisors
South Carolina
$15K
SPWG
387
Sage Private Wealth Group
Illinois
$14K
ASBI
388
American State Bank (Iowa)
Iowa
$12.6K
PCM
389
Peregrine Capital Management
Minnesota
$11K -$3.42K -30 -23%
SCA
390
Sandy Cove Advisors
Massachusetts
$11K
FCT
391
First Community Trust
Iowa
$11K +$3.31K +29 +40%
QC
392
Quent Capital
New York
$11K +$9.12K +80 +364%
FHA
393
First Horizon Advisors
Tennessee
$10K -$3.31K -29 -23%
Bessemer Group
394
Bessemer Group
New Jersey
$9K
CWC
395
Carolinas Wealth Consulting
North Carolina
$9K
CLOS
396
Compagnie Lombard Odier SCmA
Switzerland
$9K
IRC
397
Investors Research Corp
Georgia
$9K
ZB
398
Zions Bancorporation
Utah
$9K
PA
399
Parallel Advisors
California
$9K +$3.08K +27 +49%
WBC
400
West Branch Capital
Massachusetts
$9K +$5.13K +45 +110%

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.