We are live on ! Find out more

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
CTC
376
Central Trust Company
Missouri
$30.2K
FFA
377
Farther Finance Advisors
California
$30.2K +$11.5K +104 +71%
HI
378
Harbour Investments
Wisconsin
$28.4K
BWM
379
BerganKDV Wealth Management
Minnesota
$27.8K -$36.3K -328 -59%
BSB
380
Bangor Savings Bank
Maine
$25.2K
RCM
381
Raleigh Capital Management
North Carolina
$24.3K +$5.53K +50 +33%
TCOV
382
Trust Company of Vermont
Vermont
$21.8K -$1.55K -14 -7%
PB
383
Pinnacle Bancorp
Nebraska
$21.8K
GWM
384
Geneos Wealth Management
Colorado
$20.7K
C
385
Covestor
United Kingdom
$19K +$7.29K +66 +71%
ADL
386
Asset Dedication LLC
California
$18K
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$16.7K -$553 -5 -3%
Bessemer Group
388
Bessemer Group
New Jersey
$16K +$4.86K +44 +47%
LF
389
Lee Financial
Texas
$15.7K -$2.21K -20 -13%
PCM
390
Peregrine Capital Management
Minnesota
$15.1K
GG
391
Gleason Group
Kentucky
$14.5K
ASBI
392
American State Bank (Iowa)
Iowa
$14.5K
AF
393
Advisornet Financial
Minnesota
$14K +$5.53K +50 +76%
EWA
394
EverSource Wealth Advisors
Alabama
$13.1K +$11.5K +104 +2,600%
WP
395
WealthPLAN Partners
Nebraska
$12.8K -$11.2K -101 -49%
FCT
396
First Community Trust
Iowa
$12.2K
HWA
397
HHM Wealth Advisors
Tennessee
$12.1K
CFGS
398
Concourse Financial Group Securities
Alabama
$12.1K -$16K -145 -59%
AWM
399
Atticus Wealth Management
Florida
$11.5K +$1.33K +12 +14%
IRC
400
Investors Research Corp
Georgia
$10.5K

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.