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452 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 141 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 141

22% more call options, than puts

Call options by funds: $90M | Put options by funds: $73.7M

3.94% more ownership

Funds ownership: 84.86%88.79% (+3.9%)

3% more capital invested

Capital invested by funds: $5.36B → $5.5B (+$138M)

9% less funds holding

Funds holding: 496452 (-44)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 84

Holders
452
Holders Change
-44
Holders Change %
-8.87%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
175
Reduced
141
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$37.2M -$808K -7,087 -2%
Charles Schwab
27
Charles Schwab
California
$35.2M +$1.31M +11,474 +4%
Wells Fargo
28
Wells Fargo
California
$34.6M +$2.59M +22,762 +7%
First Trust Advisors
29
First Trust Advisors
Illinois
$33.9M +$10.4M +91,256 +39%
SHCM
30
Silver Heights Capital Management
Ontario, Canada
$33.6M +$299K +2,621 +0.8%
Bank of America
31
Bank of America
North Carolina
$32.5M -$4.03M -35,370 -10%
Goldman Sachs
32
Goldman Sachs
New York
$29.4M -$48.4K -425 -0.2%
SAM
33
Silvercrest Asset Management
New York
$29M +$10M +87,809 +47%
UBS Group
34
UBS Group
Switzerland
$27.5M +$4.39M +38,498 +17%
HPC
35
HM Payson & Co
Maine
$24.6M -$5.97M -52,359 -18%
Brown Advisory
36
Brown Advisory
Maryland
$24.6M -$23.5M -206,277 -47%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$23.3M +$917K +8,044 +4%
SI
38
Scout Investments
Missouri
$22.6M -$670K -5,883 -3%
SFM
39
Systematic Financial Management
New Jersey
$21.9M +$145K +1,273 +0.6%
ProShare Advisors
40
ProShare Advisors
Maryland
$21.9M +$4.2M +36,846 +22%
M2MC
41
Matthew 25 Management Corp
Pennsylvania
$21.1M -$1.31M -11,500 -5%
Principal Financial Group
42
Principal Financial Group
Iowa
$20.4M -$812K -7,125 -4%
PPA
43
Parametric Portfolio Associates
Washington
$20M +$2.1M +18,464 +11%
Royal London Asset Management
44
Royal London Asset Management
United Kingdom
$19.9M +$21.5M +188,794 New
Neuberger Berman Group
45
Neuberger Berman Group
New York
$19.8M -$153K -1,346 -0.7%
RMDI
46
R.M. Davis Inc
Maine
$18.6M -$1.06M -9,337 -5%
VDI
47
Vaughan David Investments
Illinois
$18.1M +$1.64M +14,424 +9%
Invesco
48
Invesco
Georgia
$17.3M -$93.4K -820 -0.5%
N
49
Nuveen
North Carolina
$17M -$469K -4,114 -3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$16.7M +$977K +8,576 +6%

PII Hedge Fund Activity: Q1 2022 in Review

452 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2022, worth a combined $5.5B — up 2.6% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PII and 46 opened new positions — a net loss of 38 holders — while 141 trimmed existing stakes and 175 added.

The largest buyer was Capital World Investors, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $94.2M.

  • 452 institutional investors held Polaris (PII) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $5.5B of Polaris stock for Q1 2022, up 2.6% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q1 2022 and 84 closed out, a net change of -38 holders.
  • The largest Polaris buyer in Q1 2022 was Capital World Investors, an estimated $105M added.
  • The largest Polaris seller in Q1 2022 was Boston Partners, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.