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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
GI
426
GAMMA Investing
California
$6.21K +$6.32K +69 New
DJSG
427
D.J. St. Germain
Massachusetts
$6.16K
ETC
428
Exchange Traded Concepts
Oklahoma
$6.16K
CSB
429
City State Bank
Iowa
$6K
WIA
430
Wetzel Investment Advisors
Indiana
$6K +$6.23K +68 New
GWSG
431
GPS Wealth Strategies Group
Colorado
$5.69K
VWM
432
Venturi Wealth Management
Texas
$5.02K +$275 +3 +6%
ST
433
Smithfield Trust
Pennsylvania
$5K
EAM
434
Eukles Asset Management
Ohio
$4.74K
HI
435
Harbour Investments
Wisconsin
$4.26K -$17.4K -190 -81%
AAP
436
Arax Advisory Partners
Colorado
$4.1K
B
437
Birchbrook
Maine
$3.87K +$3.76K +41 New
CA
438
Crewe Advisors
Utah
$3.79K
LCM
439
Logan Capital Management
Pennsylvania
$3.79K
AFS
440
Annapolis Financial Services
Maryland
$3.7K
AF
441
Allworth Financial
California
$3.51K +$1.01K +11 +42%
FFA
442
Frazier Financial Advisors
Ohio
$3.51K +$3.39K +37 New
NC
443
NewSquare Capital
Pennsylvania
$3.51K
IPW
444
Impact Partnership Wealth
Georgia
$3.43K -$40.9K -447 -93%
QC
445
Quent Capital
New York
$3.13K
OLVIG
446
Oliver Lagore Vanvalin Investment Group
Michigan
$3.06K
NICM
447
Neo Ivy Capital Management
New York
$3K -$418K -4,561 -99%
MFC
448
Mechanics Financial Corp
Ohio
$2.84K
KFI
449
Key Financial Inc
Pennsylvania
$2.37K
RTL
450
Red Tortoise LLC
Georgia
$2.37K

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.