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430 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% less funds holding

Funds holding: 435430 (-5)

7.02% less ownership

Funds ownership: 92.38%85.36% (-7%)

11% less capital invested

Capital invested by funds: $5.45B → $4.85B (-$595M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 175

46% less call options, than puts

Call options by funds: $49.7M | Put options by funds: $91.4M

Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
113
Reduced
175
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
401
Guardian Wealth Management (Illinois)
Illinois
$3K
MFC
402
Mechanics Financial Corp
Ohio
$3K
AF
403
Allworth Financial
California
$3K +$448 +4 +15%
QT
404
Quantbot Technologies
New York
$3K +$4.37K +39 New
GEA
405
Glen Eagle Advisors
New Jersey
$2.01K
BIA
406
Bell Investment Advisors
California
$2K
HC
407
Hoese & Co
Minnesota
$2K
KFI
408
Key Financial Inc
Pennsylvania
$2K
QC
409
Quent Capital
New York
$2K
TWA
410
TCI Wealth Advisors
Arizona
$2K +$448 +4 +33%
SWM
411
Selective Wealth Management
Virginia
$2K +$2.47K +22 New
DI
412
Disciplined Investments
Oklahoma
$1K
LC
413
Lindbrook Capital
California
$1K
PFBT
414
Parkside Financial Bank & Trust
Missouri
$1K
SSC
415
Syverson Strege & Co
Iowa
$1K
UIA
416
Ulland Investment Advisors
Minnesota
$1K
FF
417
FourThought Financial
Florida
$1K +$448 +4 +36%
MA
418
MUFG Americas
New York
$1K +$785 +7 New
SIC
419
SJS Investment Consulting
Ohio
$1K +$1.23K +11 New
FHC
420
First Heartland Consultants
Missouri
$819 -$116K -1,037 -11%
FP
421
Financial Perspectives
Minnesota
$811
SWA
422
Sutton Wealth Advisors
Florida
$96 -$561 -5 -83%
WIM
423
Westside Investment Management
California
$8 +$112 +1 +1%
Diamond Hill Capital Management
424
Diamond Hill Capital Management
Ohio
-$57M -573,733 Closed
SAM
425
Scopus Asset Management
New York
-$9.93M -100,000 Closed

PII Hedge Fund Activity: Q3 2022 in Review

430 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2022, worth a combined $4.85B — down 11% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PII positions and 42 closed out — a net gain of 3 holders — while 113 added to existing stakes and 175 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $16M. The largest seller was American Century Companies, cutting an estimated $72M.

  • 430 institutional investors held Polaris (PII) as of Q3 2022, down from 435 in Q2 2022.
  • Funds reported $4.85B of Polaris stock for Q3 2022, down 11% quarter-over-quarter.
  • 45 funds opened new Polaris positions in Q3 2022 and 42 closed out, a net change of +3 holders.
  • The largest Polaris buyer in Q3 2022 was Alyeska Investment Group, an estimated $16M added.
  • The largest Polaris seller in Q3 2022 was American Century Companies, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2022.