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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
SWS
376
SYSTM Wealth Solutions
Illinois
$73.5K +$71.1K +776 New
BTI
377
Blue Trust Inc
Georgia
$72K +$58.9K +643 +1,286%
BEI
378
Benjamin Edwards Inc
Missouri
$69K +$275 +3 +0.4%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.7K -$1.74K -19 -3%
TWM
380
Tradition Wealth Management
Minnesota
$62K +$92 +1 +0.2%
LSA
381
Leonteq Securities AG
Switzerland
$57K +$36.7K +401 +201%
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$55K -$65.1K -711 -55%
SNB
383
Security National Bank
Nebraska
$47.4K +$45.8K +500 New
AA
384
Addison Advisors
Vermont
$45.4K
WT
385
Whittier Trust
California
$45K -$16K -175 -27%
JFA
386
JNBA Financial Advisors
Minnesota
$44.1K
Nomura Asset Management
387
Nomura Asset Management
Japan
$43.6K
OCM
388
Orion Capital Management
California
$42.2K
FUBT
389
First United Bank & Trust
Maryland
$40.3K +$38.9K +425 New
Group One Trading
390
Group One Trading
Illinois
$34.5K +$33.3K +364 New
BWM
391
BKM Wealth Management
Wisconsin
$31.3K +$30.2K +330 New
QL
392
Quarry LP
New York
$30.4K +$17.7K +193 +151%
CAM
393
Creekmur Asset Management
Illinois
$26.6K +$25.7K +281 New
CTC
394
Central Trust Company
Missouri
$26.1K
FFA
395
Farther Finance Advisors
California
$26K +$2.2K +24 +10%
RL
396
Rogco LP
Oklahoma
$24.4K
QCG
397
Quadrant Capital Group
Ohio
$24K -$2.66K -29 -10%
AF
398
Advisornet Financial
Minnesota
$21.1K +$9.98K +109 +96%
BSB
399
Bangor Savings Bank
Maine
$19.2K
C
400
Covestor
United Kingdom
$19K +$3.66K +40 +25%

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.