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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
JWA
426
JFS Wealth Advisors
Pennsylvania
$4.65K +$222 +2 +5%
AFS
427
Annapolis Financial Services
Maryland
$4.32K
LSA
428
Leonteq Securities AG
Switzerland
$4.09K -$554 -5 -12%
NC
429
NewSquare Capital
Pennsylvania
$4.09K +$4.1K +37 New
GWMI
430
Guardian Wealth Management (Illinois)
Illinois
$4.07K
SC
431
Schubert & Co
Texas
$3.76K +$332 +3 +10%
AWM
432
Avior Wealth Management
Nebraska
$3.65K -$7.42K -67 -67%
OLVIG
433
Oliver Lagore Vanvalin Investment Group
Michigan
$3.55K -$665 -6 -16%
MFC
434
Mechanics Financial Corp
Ohio
$3.32K
PTC
435
Private Trust Company
Ohio
$3.21K
EARNEST Partners
436
EARNEST Partners
Georgia
$3.1K
KFI
437
Key Financial Inc
Pennsylvania
$2.77K
HC
438
Hoese & Co
Minnesota
$2.73K
Commonwealth Equity Services
439
Commonwealth Equity Services
Massachusetts
$2.45K +$110K +996 +5%
QC
440
Quent Capital
New York
$2.43K
TWA
441
TCI Wealth Advisors
Arizona
$2.43K +$665 +6 +38%
MIA
442
Milestone Investment Advisors
Wisconsin
$2.43K +$2.44K +22 New
BIA
443
Bell Investment Advisors
California
$2.32K
GEA
444
Glen Eagle Advisors
New Jersey
$2.32K
FHA
445
First Horizon Advisors
Tennessee
$1.99K
LC
446
Lindbrook Capital
California
$1.88K
GI
447
Gradient Investments
Minnesota
$1.88K +$1.88K +17 New
MRCM
448
M&R Capital Management
New Jersey
$1.66K
SIC
449
SJS Investment Consulting
Ohio
$1.44K +$111 +1 +8%
VWM
450
Venturi Wealth Management
Texas
$1.33K +$1.33K +12 New

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.