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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
MFT
451
Moisand Fitzgerald Tamayo
Florida
$1.22K
DI
452
Disciplined Investments
Oklahoma
$1.22K +$111 +1 +10%
UIA
453
Ulland Investment Advisors
Minnesota
$1K
PFBT
454
Parkside Financial Bank & Trust
Missouri
$996
FP
455
Financial Perspectives
Minnesota
$949
SSC
456
Syverson Strege & Co
Iowa
$664
CFO
457
CVA Family Office
Colorado
$553
PA
458
PSI Advisors
Florida
$443
EWA
459
EverSource Wealth Advisors
Alabama
$443 +$443 +4 New
MCM
460
Manchester Capital Management
Vermont
$332
GWS
461
Glassman Wealth Services
Virginia
$332 +$332 +3 New
GRP
462
Global Retirement Partners
California
$214 +$111 +1 +100%
TWP
463
TFO Wealth Partners
Ohio
$111 -$886 -8 -89%
TI
464
Trexquant Investment
Connecticut
-$4.82M -47,693 Closed
Tudor Investment Corp
465
Tudor Investment Corp
Connecticut
-$4.03M -39,923 Closed
ACM
466
Aquatic Capital Management
Illinois
-$3.61M -35,700 Closed
SSA
467
Schonfeld Strategic Advisors
New York
-$1.99M -19,687 Closed
CP
468
CenterBook Partners
Connecticut
-$1.91M -18,862 Closed
RIM
469
Redwood Investment Management
Arizona
-$1.48M -14,639 Closed
HSBC Holdings
470
HSBC Holdings
United Kingdom
-$1.17M -11,650 Closed
KFP
471
KMG Fiduciary Partners
Ohio
-$1.13M -11,170 Closed
Pacer Advisors
472
Pacer Advisors
Pennsylvania
-$1.05M -10,443 Closed
HF
473
HRT Financial
New York
-$935K -9,260 Closed
DekaBank Deutsche Girozentrale
474
DekaBank Deutsche Girozentrale
Germany
-$744K -7,477 Closed
Public Sector Pension Investment Board (PSP Investments)
475
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$715K -7,083 Closed

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.