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430 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% less funds holding

Funds holding: 435430 (-5)

7.02% less ownership

Funds ownership: 92.38%85.36% (-7%)

11% less capital invested

Capital invested by funds: $5.45B → $4.85B (-$595M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 175

46% less call options, than puts

Call options by funds: $49.7M | Put options by funds: $91.4M

Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
113
Reduced
175
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
26
Silver Heights Capital Management
Ontario, Canada
$30.7M -$133K -1,189 -0.4%
Wells Fargo
27
Wells Fargo
California
$30.4M -$893K -7,969 -2%
HighTower Advisors
28
HighTower Advisors
Illinois
$30.1M +$893K +7,965 +3%
Bank of America
29
Bank of America
North Carolina
$28.6M +$114K +1,013 +0.3%
Goldman Sachs
30
Goldman Sachs
New York
$27M +$1.36M +12,160 +4%
ACH
31
ArrowMark Colorado Holdings
Colorado
$26.8M -$7.42M -66,166 -19%
Brown Advisory
32
Brown Advisory
Maryland
$25.9M +$2.29M +20,424 +8%
SAM
33
Silvercrest Asset Management
New York
$25.8M -$1.15M -10,214 -4%
HPC
34
HM Payson & Co
Maine
$24.2M +$2.07M +18,478 +8%
UBS Group
35
UBS Group
Switzerland
$23.5M -$2.77M -24,675 -9%
ProShare Advisors
36
ProShare Advisors
Maryland
$22.1M +$74.8K +667 +0.3%
Principal Financial Group
37
Principal Financial Group
Iowa
$20.9M -$350K -3,120 -1%
VDI
38
Vaughan David Investments
Illinois
$19M +$354K +3,160 +2%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$19M +$72.4K +646 +0.3%
SFM
40
Systematic Financial Management
New Jersey
$18.6M -$1.14M -10,144 -5%
SI
41
Scout Investments
Missouri
$18.2M -$1.53M -13,625 -7%
Royal London Asset Management
42
Royal London Asset Management
United Kingdom
$16.6M -$977K -8,714 -5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$15.6M +$198K +1,762 +1%
M2MC
44
Matthew 25 Management Corp
Pennsylvania
$15.5M -$841K -7,500 -4%
RMDI
45
R.M. Davis Inc
Maine
$15.3M -$647K -5,775 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$15.1M -$7.45M -66,473 -30%
N
47
Nuveen
North Carolina
$14.7M -$575K -5,130 -3%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$14.7M -$567K -5,061 -3%
JP Morgan Chase
49
JP Morgan Chase
New York
$14M -$2.13M -19,043 -12%
SIC
50
Schwartz Investment Counsel
Michigan
$13.4M

PII Hedge Fund Activity: Q3 2022 in Review

430 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2022, worth a combined $4.85B — down 11% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PII positions and 42 closed out — a net gain of 3 holders — while 113 added to existing stakes and 175 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $16M. The largest seller was American Century Companies, cutting an estimated $72M.

  • 430 institutional investors held Polaris (PII) as of Q3 2022, down from 435 in Q2 2022.
  • Funds reported $4.85B of Polaris stock for Q3 2022, down 11% quarter-over-quarter.
  • 45 funds opened new Polaris positions in Q3 2022 and 42 closed out, a net change of +3 holders.
  • The largest Polaris buyer in Q3 2022 was Alyeska Investment Group, an estimated $16M added.
  • The largest Polaris seller in Q3 2022 was American Century Companies, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2022.