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459 hedge funds and large institutions have $5.09B invested in Polaris in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

7% more funds holding

Funds holding: 430459 (+29)

2.64% more ownership

Funds ownership: 85.36%88% (+2.6%)

5% more capital invested

Capital invested by funds: $4.85B → $5.09B (+$235M)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 168

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $74.2M

Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
7.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
135
Reduced
168
Closed
39
Calls
$40.9M
Puts
$74.2M
Net Calls
-$33.3M
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
376
Concourse Financial Group Securities
Alabama
$19K
PB
377
Pinnacle Bancorp
Nebraska
$18K
GWM
378
Geneos Wealth Management
Colorado
$17.3K
PFA
379
Pathway Financial Advisers
Indiana
$17.3K +$17.8K +171 New
LF
380
Lee Financial
Texas
$15.4K
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$14.4K +$14.9K +143 New
FFA
382
Farther Finance Advisors
California
$14.3K +$14.8K +142 New
CA
383
Crewe Advisors
Utah
$14.1K
PCM
384
Peregrine Capital Management
Minnesota
$13K
ASBI
385
American State Bank (Iowa)
Iowa
$12.1K
GG
386
Gleason Group
Kentucky
$12K -$175K -1,681 -93%
HWA
387
HHM Wealth Advisors
Tennessee
$10.1K
AWM
388
Avior Wealth Management
Nebraska
$10.1K
MS
389
Marshall & Sullivan
Washington
$10.1K +$10.4K +100 New
FCT
390
First Community Trust
Iowa
$10K
MHR
391
Matthew Hamilton Rosenberg
$9.12K
C
392
Covestor
United Kingdom
$9K -$417 -4 -4%
IRC
393
Investors Research Corp
Georgia
$8.79K
WBC
394
West Branch Capital
Massachusetts
$8.69K
AWM
395
Atticus Wealth Management
Florida
$8.38K
ZB
396
Zions Bancorporation
Utah
$8.18K
CA
397
Corrado Advisors
New Jersey
$8.08K +$8.33K +80 New
EC
398
Elequin Capital
New York
$8.08K +$8.33K +80 New
Bessemer Group
399
Bessemer Group
New Jersey
$8K
NIC
400
Northwest Investment Counselors
Oregon
$7.68K

PII Hedge Fund Activity: Q4 2022 in Review

459 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2022, worth a combined $5.09B — up 4.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 39 closed out — a net gain of 36 holders — while 135 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $64.5M. The largest seller was Boston Partners, cutting an estimated $65.5M.

  • 459 institutional investors held Polaris (PII) as of Q4 2022, up from 430 in Q3 2022.
  • Funds reported $5.09B of Polaris stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2022 and 39 closed out, a net change of +36 holders.
  • The largest Polaris buyer in Q4 2022 was Millennium Management, an estimated $64.5M added.
  • The largest Polaris seller in Q4 2022 was Boston Partners, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2022.