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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
AWM
401
Atticus Wealth Management
Florida
$8K
NIC
402
Northwest Investment Counselors
Oregon
$8K
UB
403
UMB Bank
Missouri
$7K -$17.3K -152 -68%
CSB
404
City State Bank
Iowa
$7K
GAM
405
Gemmer Asset Management
California
$7K
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
LWP
407
Lumature Wealth Partners
Georgia
$7K
MHR
408
Matthew Hamilton Rosenberg
$7K
PAG
409
Paladin Advisory Group
Iowa
$7K +$7.98K +70 New
FRA
410
Front Row Advisors
California
$6K -$5.13K -45 -45%
GWSG
411
GPS Wealth Strategies Group
Colorado
$6K
ST
412
Smithfield Trust
Pennsylvania
$6K
HA
413
Herold Advisors
New York
$5.27K +$5.7K +50 New
FPS
414
Fieldpoint Private Securities
Connecticut
$5K -$2.17K -19 -30%
AF
415
Advisornet Financial
Minnesota
$5K
EAM
416
Eukles Asset Management
Ohio
$5K
EWA
417
EverSource Wealth Advisors
Alabama
$5K
KTC
418
Kistler-Tiffany Companies
Pennsylvania
$5K
FAG
419
Fortitude Advisory Group
Washington
$5K +$3.08K +27 +142%
OLVIG
420
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$4.33K +38 New
AFS
421
Annapolis Financial Services
Maryland
$4K
GWMI
422
Guardian Wealth Management (Illinois)
Illinois
$4K
AAP
423
Arax Advisory Partners
Colorado
$4K +$114 +1 +2%
CCMIC
424
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4K +$3.87K +34 New
FBT
425
First Bank & Trust
South Dakota
$4K +$3.87K +34 New

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.