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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
SHCM
26
Silver Heights Capital Management
Ontario, Canada
$31.9M -$538K -5,160 -2%
HPC
27
HM Payson & Co
Maine
$31.5M +$6.07M +58,303 +23%
Wells Fargo
28
Wells Fargo
California
$30.3M -$1.78M -17,105 -5%
Goldman Sachs
29
Goldman Sachs
New York
$30.1M +$1.59M +15,307 +5%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$29.2M -$9.59M -92,090 -24%
Bank of America
31
Bank of America
North Carolina
$28.6M -$1.69M -16,208 -5%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$28.1M -$4.43M -42,547 -13%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$25.5M +$25.4M +244,058 +3,020%
SAM
34
Silvercrest Asset Management
New York
$25.2M -$2.08M -19,985 -7%
UBS Group
35
UBS Group
Switzerland
$22.7M -$2.17M -20,856 -8%
Principal Financial Group
36
Principal Financial Group
Iowa
$21.7M -$353K -3,388 -2%
VDI
37
Vaughan David Investments
Illinois
$21.2M +$1.17M +11,185 +6%
Invesco
38
Invesco
Georgia
$20.5M +$9.8M +94,086 +87%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$19.9M -$179K -1,715 -0.9%
SFM
40
Systematic Financial Management
New Jersey
$18.6M -$1.07M -10,268 -5%
Royal London Asset Management
41
Royal London Asset Management
United Kingdom
$17.1M -$490K -4,699 -3%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$16.7M +$210K +2,015 +1%
M2MC
43
Matthew 25 Management Corp
Pennsylvania
$15.8M -$625K -6,000 -4%
CSS
44
Cubist Systematic Strategies
Connecticut
$15.6M +$12.5M +120,041 +348%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$15.3M -$612K -5,877 -4%
N
46
Nuveen
North Carolina
$15.2M -$337K -3,238 -2%
JP Morgan Chase
47
JP Morgan Chase
New York
$14.3M -$430K -4,132 -3%
SIC
48
Schwartz Investment Counsel
Michigan
$14.2M
Swiss National Bank
49
Swiss National Bank
Switzerland
$13.8M +$281K +2,700 +2%
Legal & General Group
50
Legal & General Group
United Kingdom
$13.6M +$199K +1,906 +1%

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.