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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
451
Gradient Investments
Minnesota
$2.27K
JWA
452
JFS Wealth Advisors
Pennsylvania
$2.18K -$1.1K -12 -34%
BIA
453
Bell Investment Advisors
California
$1.99K
HC
454
Hoese & Co
Minnesota
$1.98K
MRCM
455
M&R Capital Management
New Jersey
$1.42K
SWM
456
Spire Wealth Management
Virginia
$1.4K -$23.4K -256 -94%
GEA
457
Glen Eagle Advisors
New Jersey
$1.36K -$641 -7 -33%
PWMG
458
Private Wealth Management Group
New Jersey
$1.33K +$1.28K +14 New
SIS
459
Sound Income Strategies
Florida
$1.17K -$18K -197 -94%
FHA
460
First Horizon Advisors
Tennessee
$1.14K
CPG
461
Cornerstone Planning Group
New Jersey
$1.04K
UIA
462
Ulland Investment Advisors
Minnesota
$1K
SIC
463
SJS Investment Consulting
Ohio
$853 -$183 -2 -18%
PWA
464
Provenance Wealth Advisors
Florida
$853 -$92 -1 -10%
FP
465
Financial Perspectives
Minnesota
$829
PFBT
466
Parkside Financial Bank & Trust
Missouri
$759 -$733 -8 -50%
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$664 +$641 +7 New
GWS
468
Glassman Wealth Services
Virginia
$663 +$92 +1 +17%
PA
469
PSI Advisors
Florida
$379
GRP
470
Global Retirement Partners
California
$176
TVAMP
471
Tennessee Valley Asset Management Partners
Tennessee
$99 +$92 +1 New
TWP
472
TFO Wealth Partners
Ohio
$95
MCM
473
MV Capital Management
Maryland
$95 +$92 +1 New
NCM
474
Northwest Capital Management
Oregon
$35
VDI
475
Vaughan David Investments
Illinois
-$22.9M -219,662 Closed

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.