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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
FWA
401
Freedom Wealth Alliance
Wisconsin
$7.58K +$7.81K +75 New
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.07K
FRA
403
Front Row Advisors
California
$7K +$625 +6 +10%
LWP
404
Lumature Wealth Partners
Georgia
$6.97K
AF
405
Advisornet Financial
Minnesota
$6.46K +$1.25K +12 +23%
CSB
406
City State Bank
Iowa
$6K
ST
407
Smithfield Trust
Pennsylvania
$6K
UB
408
UMB Bank
Missouri
$6K
PA
409
Parallel Advisors
California
$5.96K -$4.48K -43 -42%
FA
410
Fiduciary Alliance
South Carolina
$5.25K +$5.42K +52 New
KTC
411
Kistler-Tiffany Companies
Pennsylvania
$5.05K
EAM
412
Eukles Asset Management
Ohio
$5K
BTI
413
Blue Trust Inc
Georgia
$5K +$4.9K +47 +588%
ETC
414
Exchange Traded Concepts
Oklahoma
$4.75K +$4.9K +47 New
SN
415
Sittner & Nelson
Oregon
$4.54K
MPCL
416
My Personal CFO LLC
Washington
$4.54K +$4.69K +45 New
AAP
417
Arax Advisory Partners
Colorado
$4.29K
LSA
418
Leonteq Securities AG
Switzerland
$4.24K +$729 +7 +20%
JWA
419
JFS Wealth Advisors
Pennsylvania
$4.04K -$625 -6 -13%
AFS
420
Annapolis Financial Services
Maryland
$3.94K
OLVIG
421
Oliver Lagore Vanvalin Investment Group
Michigan
$3.84K
GWMI
422
Guardian Wealth Management (Illinois)
Illinois
$3.69K +$104 +1 +3%
PI
423
PEAK6 Investments
Illinois
$3.64K +$3.75K +36 New
SC
424
Schubert & Co
Texas
$3.13K -$1.15K -11 -26%
PWMG
425
Prestige Wealth Management Group
New Jersey
$3.03K +$3.13K +30 New

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.