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474 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 74

1% less funds holding

Funds holding: 479474 (-5)

2.7% less ownership

Funds ownership: 88.28%85.58% (-2.7%)

12% less capital invested

Capital invested by funds: $5.22B → $4.58B (-$641M)

15% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $93.5M

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
474
Holders Change
-5
Holders Change %
-1.04%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
141
Reduced
179
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
401
Fortitude Family Office
Arizona
$18.7K +$18K +197 New
PB
402
Pinnacle Bancorp
Nebraska
$17.1K
GXJ
403
Global X Japan
Japan
$14.3K +$13.8K +151 New
ADL
404
Asset Dedication LLC
California
$14K
LFA
405
LGT Financial Advisors
Texas
$13.6K
Bessemer Group
406
Bessemer Group
New Jersey
$13K -$2.47K -27 -17%
LF
407
Lee Financial
Texas
$12.3K
PCM
408
Peregrine Capital Management
Minnesota
$11.8K
UB
409
UMB Bank
Missouri
$11.6K
GG
410
Gleason Group
Kentucky
$11.5K +$92 +1 +0.8%
ASBI
411
American State Bank (Iowa)
Iowa
$11.4K
S
412
SignatureFD
Georgia
$10.7K -$24.9K -272 -71%
PA
413
Parallel Advisors
California
$10.7K +$4.03K +44 +64%
HNB
414
Huntington National Bank
Ohio
$10K -$23.4K -256 -71%
FCT
415
First Community Trust
Iowa
$9.57K
HWA
416
HHM Wealth Advisors
Tennessee
$9.51K
CFGS
417
Concourse Financial Group Securities
Alabama
$9.48K
AWM
418
Abound Wealth Management
Tennessee
$9.36K +$9.07K +99 New
EWA
419
EverSource Wealth Advisors
Alabama
$8.91K -$1.28K -14 -13%
IRC
420
Investors Research Corp
Georgia
$8.24K
WIM
421
Westside Investment Management
California
$8.24K
WBC
422
West Branch Capital
Massachusetts
$8.15K
AWM
423
Atticus Wealth Management
Florida
$7.87K -$1.1K -12 -13%
TCOV
424
Trust Company of Vermont
Vermont
$7.11K
PTC
425
Private Trust Company
Ohio
$6.54K +$3.66K +40 +138%

PII Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2023, worth a combined $4.58B — down 12% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 74 closed out — a net gain of 1 holder — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.8M. The largest seller was VanEck Associates, cutting an estimated $119M.

  • 474 institutional investors held Polaris (PII) as of Q4 2023, down from 479 in Q3 2023.
  • Funds reported $4.58B of Polaris stock for Q4 2023, down 12% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2023 and 74 closed out, a net change of +1 holder.
  • The largest Polaris buyer in Q4 2023 was Morgan Stanley, an estimated $39.8M added.
  • The largest Polaris seller in Q4 2023 was VanEck Associates, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.