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461 hedge funds and large institutions have $6.02B invested in Polaris in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $5.63B → $6.02B (+$391M)

10% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $76M

1% less funds holding

Funds holding: 465461 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

1.54% less ownership

Funds ownership: 89.17%87.63% (-1.5%)

37% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 203

Holders
461
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
7.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
127
Reduced
203
Closed
49
Calls
$83.3M
Puts
$76M
Net Calls
+$7.29M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
401
West Branch Capital
Massachusetts
$10.4K
WIM
402
Westside Investment Management
California
$10.4K
ZB
403
Zions Bancorporation
Utah
$9.79K
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.46K
LWP
405
Lumature Wealth Partners
Georgia
$8.34K
PA
406
Parallel Advisors
California
$8.1K -$332 -3 -4%
DJSG
407
D.J. St. Germain
Massachusetts
$7.86K +$7.18K +65 New
LFG
408
Larson Financial Group
Missouri
$7.62K -$21.8K -197 -76%
GWSG
409
GPS Wealth Strategies Group
Colorado
$7.26K
UB
410
UMB Bank
Missouri
$7.26K
WTG
411
West Tower Group
Virginia
$7.01K +$6.41K +58 New
FRA
412
Front Row Advisors
California
$7K -$1.33K -12 -18%
CSB
413
City State Bank
Iowa
$7K
MHR
414
Matthew Hamilton Rosenberg
$6.33K -$4.2K -38 -42%
AF
415
Allworth Financial
California
$6.31K
KTC
416
Kistler-Tiffany Companies
Pennsylvania
$6.05K
EAM
417
Eukles Asset Management
Ohio
$6.05K
BTI
418
Blue Trust Inc
Georgia
$6K
ST
419
Smithfield Trust
Pennsylvania
$6K
AAP
420
Arax Advisory Partners
Colorado
$5.2K
CA
421
Crewe Advisors
Utah
$4.84K -$11.1K -100 -71%
LCM
422
Logan Capital Management
Pennsylvania
$4.84K -$591K -5,343 -99%
AFS
423
Annapolis Financial Services
Maryland
$4.72K
JWA
424
JFS Wealth Advisors
Pennsylvania
$4.6K -$442 -4 -10%
GWMI
425
Guardian Wealth Management (Illinois)
Illinois
$4.47K

PII Hedge Fund Activity: Q2 2023 in Review

461 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2023, worth a combined $6.02B — up 6.9% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PII and 46 opened new positions — a net loss of 3 holders — while 203 trimmed existing stakes and 127 added.

The largest buyer was Arrowstreet Capital, adding an estimated $47.5M. The largest seller was State Street, cutting an estimated $51.7M.

  • 461 institutional investors held Polaris (PII) as of Q2 2023, down from 465 in Q1 2023.
  • Funds reported $6.02B of Polaris stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q2 2023 and 49 closed out, a net change of -3 holders.
  • The largest Polaris buyer in Q2 2023 was Arrowstreet Capital, an estimated $47.5M added.
  • The largest Polaris seller in Q2 2023 was State Street, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2023.