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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
PTC
426
Private Trust Company
Ohio
$3K -$35.3K -339 -92%
HC
427
Hoese & Co
Minnesota
$3K
MFC
428
Mechanics Financial Corp
Ohio
$3K
TFS
429
TrustCore Financial Services
Tennessee
$2.93K +$3.02K +29 New
EARNEST Partners
430
EARNEST Partners
Georgia
$2.83K
AF
431
Allworth Financial
California
$2.63K -$521 -5 -16%
KFI
432
Key Financial Inc
Pennsylvania
$2.39K
QC
433
Quent Capital
New York
$2.22K
BIA
434
Bell Investment Advisors
California
$2.12K -$521 -5 -19%
GEA
435
Glen Eagle Advisors
New Jersey
$2.12K
AA
436
AlphaMark Advisors
Kentucky
$2K -$967K -9,279 -100%
FHA
437
First Horizon Advisors
Tennessee
$1.82K -$7.29K -70 -80%
LC
438
Lindbrook Capital
California
$1.72K +$938 +9 +113%
TWA
439
TCI Wealth Advisors
Arizona
$1.62K
MRCM
440
M&R Capital Management
New Jersey
$1.51K +$1.56K +15 New
CPG
441
Cornerstone Planning Group
New Jersey
$1.33K +$1.35K +13 New
SIC
442
SJS Investment Consulting
Ohio
$1.21K +$104 +1 +9%
MFT
443
Moisand Fitzgerald Tamayo
Florida
$1.11K +$1.15K +11 New
DI
444
Disciplined Investments
Oklahoma
$1.01K -$313 -3 -23%
UIA
445
Ulland Investment Advisors
Minnesota
$1K
TWP
446
TFO Wealth Partners
Ohio
$926 +$938 +9 New
PFBT
447
Parkside Financial Bank & Trust
Missouri
$909
FP
448
Financial Perspectives
Minnesota
$862 +$104 +1 +13%
SSC
449
Syverson Strege & Co
Iowa
$606
CFO
450
CVA Family Office
Colorado
$505 -$9.9K -95 -95%

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.