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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
PA
451
PSI Advisors
Florida
$404
MCM
452
Manchester Capital Management
Vermont
$303
EE
453
EWG Elevate
California
$303 +$313 +3 New
SWA
454
Sutton Wealth Advisors
Florida
$202 +$104 +1 +100%
GRP
455
Global Retirement Partners
California
$101
WIM
456
Westside Investment Management
California
$8
ACH
457
ArrowMark Colorado Holdings
Colorado
-$26.8M -279,819 Closed
DCP
458
Distillate Capital Partners
Illinois
-$5.99M -57,539 Closed
N
459
Natixis
France
-$5.26M -55,000 Closed
RG
460
Richelieu Gestion
France
-$1.64M -17,154 Closed
Capital Fund Management (CFM)
461
Capital Fund Management (CFM)
France
-$1.52M -15,925 Closed
SEI Investments
462
SEI Investments
Pennsylvania
-$1.16M -12,161 Closed
BAM
463
Blueshift Asset Management
New Jersey
-$1.13M -11,765 Closed
VF
464
Virtu Financial
New York
-$1.03M -10,788 Closed
DIA
465
Dean Investment Associates
Ohio
-$965K -10,084 Closed
FHC
466
First Heartland Consultants
Missouri
-$819 -8,571 Closed
EIP
467
Epoch Investment Partners
New York
-$820K -8,570 Closed
VFO
468
Virtus Family Office
Texas
-$800K -8,368 Closed
VWM
469
Venturi Wealth Management
Texas
-$755K -7,893 Closed
BCM
470
Bayesian Capital Management
New York
-$633K -6,622 Closed
TPCW
471
TD Private Client Wealth
New York
-$614K -6,423 Closed
VPIM
472
Vanguard Personalized Indexing Management
California
-$496K -5,189 Closed
PAG
473
Private Advisor Group
New Jersey
-$458K -4,788 Closed
MM
474
MQS Management
New York
-$351K -3,670 Closed
ACM
475
AlphaCrest Capital Management
New York
-$305K -3,188 Closed

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.