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452 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 141 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 141

22% more call options, than puts

Call options by funds: $90M | Put options by funds: $73.7M

3.94% more ownership

Funds ownership: 84.86%88.79% (+3.9%)

3% more capital invested

Capital invested by funds: $5.36B → $5.5B (+$138M)

9% less funds holding

Funds holding: 496452 (-44)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 84

Holders
452
Holders Change
-44
Holders Change %
-8.87%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
175
Reduced
141
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Covington Capital Management
California
$3K
EARNEST Partners
427
EARNEST Partners
Georgia
$3K
HC
428
Hoese & Co
Minnesota
$3K
KFI
429
Key Financial Inc
Pennsylvania
$3K
MFC
430
Mechanics Financial Corp
Ohio
$3K
JWA
431
JFS Wealth Advisors
Pennsylvania
$3K +$2.17K +19 +158%
AF
432
Allworth Financial
California
$3K +$2.96K +26 New
GEA
433
Glen Eagle Advisors
New Jersey
$2.21K
TIM
434
Tevis Investment Management
Texas
$2K
DFCM
435
Dark Forest Capital Management
Puerto Rico
$2K +$1.71K +15 New
CI
436
Cordant Inc
Oregon
$2K +$2.05K +18 New
TAM
437
Tucker Asset Management
Colorado
$1.9K +$2.05K +18 New
FF
438
FourThought Financial
Florida
$1K -$5.24K -46 -81%
CWP
439
Concord Wealth Partners
Virginia
$1K
DHGWA
440
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K
PFBT
441
Parkside Financial Bank & Trust
Missouri
$1K
SSC
442
Syverson Strege & Co
Iowa
$1K
TWA
443
TCI Wealth Advisors
Arizona
$1K
UIA
444
Ulland Investment Advisors
Minnesota
$1K
SC
445
Schubert & Co
Texas
$1K +$228 +2 +22%
FP
446
Financial Perspectives
Minnesota
$882
SWA
447
Sutton Wealth Advisors
Florida
$737 +$114 +1 +17%
ED
448
Exane Derivatives
France
$105
WIM
449
Westside Investment Management
California
$8 +$114 +1 +1%
Arrowstreet Capital
450
Arrowstreet Capital
Massachusetts
-$33.9M -308,083 Closed

PII Hedge Fund Activity: Q1 2022 in Review

452 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2022, worth a combined $5.5B — up 2.6% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PII and 46 opened new positions — a net loss of 38 holders — while 141 trimmed existing stakes and 175 added.

The largest buyer was Capital World Investors, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $94.2M.

  • 452 institutional investors held Polaris (PII) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $5.5B of Polaris stock for Q1 2022, up 2.6% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q1 2022 and 84 closed out, a net change of -38 holders.
  • The largest Polaris buyer in Q1 2022 was Capital World Investors, an estimated $105M added.
  • The largest Polaris seller in Q1 2022 was Boston Partners, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.