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465 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 165 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $5.09B → $5.63B (+$544M)

1% more funds holding

Funds holding: 459465 (+6)

1.17% more ownership

Funds ownership: 88%89.17% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 165

35% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $95.6M

Holders
465
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
165
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
401
West Branch Capital
Massachusetts
$9.52K
WIM
402
Westside Investment Management
California
$9.45K +$111 +1 +1%
AWM
403
Atticus Wealth Management
Florida
$9.18K
ZB
404
Zions Bancorporation
Utah
$8.96K
NIC
405
Northwest Investment Counselors
Oregon
$8.41K
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.74K
PA
407
Parallel Advisors
California
$7.74K +$1.22K +11 +19%
LWP
408
Lumature Wealth Partners
Georgia
$7.63K
Point72 Asset Management
409
Point72 Asset Management
Connecticut
$7.63K +$7.64K +69 New
AF
410
Advisornet Financial
Minnesota
$7.3K +$222 +2 +3%
FRA
411
Front Row Advisors
California
$7K -$111 -1 -1%
CSB
412
City State Bank
Iowa
$7K
UB
413
UMB Bank
Missouri
$6.64K
GWSG
414
GPS Wealth Strategies Group
Colorado
$6.64K +$6.65K +60 New
ST
415
Smithfield Trust
Pennsylvania
$6K
AF
416
Allworth Financial
California
$5.75K +$2.88K +26 +100%
KTC
417
Kistler-Tiffany Companies
Pennsylvania
$5.53K
HNB
418
Huntington National Bank
Ohio
$5.53K +$5.54K +50 New
EAM
419
Eukles Asset Management
Ohio
$5.53K
BTI
420
Blue Trust Inc
Georgia
$5K -$554 -5 -9%
FMP
421
Financial Management Professionals
Texas
$5K +$4.65K +42 +1,400%
SN
422
Sittner & Nelson
Oregon
$4.98K
AAS
423
Ameritas Advisory Services
Nebraska
$4.97K +$4.99K +45 New
RTL
424
Red Tortoise LLC
Georgia
$4.87K -$42.7K -385 -90%
AAP
425
Arax Advisory Partners
Colorado
$4.73K +$111 +1 +2%

PII Hedge Fund Activity: Q1 2023 in Review

465 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2023, worth a combined $5.63B — up 11% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PII positions and 45 closed out — a net gain of 14 holders — while 148 added to existing stakes and 165 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $20.5M. The largest seller was Millennium Management, cutting an estimated $50.4M.

  • 465 institutional investors held Polaris (PII) as of Q1 2023, up from 459 in Q4 2022.
  • Funds reported $5.63B of Polaris stock for Q1 2023, up 11% quarter-over-quarter.
  • 59 funds opened new Polaris positions in Q1 2023 and 45 closed out, a net change of +14 holders.
  • The largest Polaris buyer in Q1 2023 was J. Goldman & Co, an estimated $20.5M added.
  • The largest Polaris seller in Q1 2023 was Millennium Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2023.