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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
NC
426
NewSquare Capital
Pennsylvania
$4.47K
QC
427
Quent Capital
New York
$3.99K +$1.22K +11 +50%
AWM
428
Avior Wealth Management
Nebraska
$3.99K
OLVIG
429
Oliver Lagore Vanvalin Investment Group
Michigan
$3.89K
MFC
430
Mechanics Financial Corp
Ohio
$3.63K
PTC
431
Private Trust Company
Ohio
$3.51K
EARNEST Partners
432
EARNEST Partners
Georgia
$3.39K
RTL
433
Red Tortoise LLC
Georgia
$3.02K -$2.1K -19 -43%
KFI
434
Key Financial Inc
Pennsylvania
$3.02K
HC
435
Hoese & Co
Minnesota
$2.9K
GI
436
Gradient Investments
Minnesota
$2.9K +$774 +7 +41%
BIA
437
Bell Investment Advisors
California
$2.54K
GEA
438
Glen Eagle Advisors
New Jersey
$2.54K
LC
439
Lindbrook Capital
California
$2.3K +$221 +2 +12%
BCMLT
440
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.3K +$2.1K +19 New
UIA
441
Ulland Investment Advisors
Minnesota
$2K
MRCM
442
M&R Capital Management
New Jersey
$1.81K
FHA
443
First Horizon Advisors
Tennessee
$1.45K -$663 -6 -33%
Comerica Bank
444
Comerica Bank
Texas
$1.35K +$6.3M +57,043 New
MFT
445
Moisand Fitzgerald Tamayo
Florida
$1.33K
CPG
446
Cornerstone Planning Group
New Jersey
$1.33K +$1.22K +11 New
SIC
447
SJS Investment Consulting
Ohio
$1.21K -$332 -3 -23%
FA
448
Fiduciary Alliance
South Carolina
$1.21K +$1.1K +10 New
PFBT
449
Parkside Financial Bank & Trust
Missouri
$1.09K
DI
450
Disciplined Investments
Oklahoma
$1.09K -$221 -2 -18%

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.