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461 hedge funds and large institutions have $6.02B invested in Polaris in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $5.63B → $6.02B (+$391M)

10% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $76M

1% less funds holding

Funds holding: 465461 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

1.54% less ownership

Funds ownership: 89.17%87.63% (-1.5%)

37% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 203

Holders
461
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
7.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
127
Reduced
203
Closed
49
Calls
$83.3M
Puts
$76M
Net Calls
+$7.29M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
26
Silver Heights Capital Management
Ontario, Canada
$38.1M +$15.8K +143 +0%
ProShare Advisors
27
ProShare Advisors
Maryland
$36.1M -$3.01M -27,211 -8%
HPC
28
HM Payson & Co
Maine
$36M -$1.98M -17,949 -6%
Wells Fargo
29
Wells Fargo
California
$35.3M -$395K -3,575 -1%
Bank of America
30
Bank of America
North Carolina
$34.9M -$1.53M -13,813 -5%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$30.1M +$7.69M +69,614 +39%
VDI
32
Vaughan David Investments
Illinois
$26.4M +$508K +4,599 +2%
Principal Financial Group
33
Principal Financial Group
Iowa
$24.3M -$1.64M -14,861 -7%
Invesco
34
Invesco
Georgia
$23.4M +$8.65M +78,282 +68%
JP Morgan Chase
35
JP Morgan Chase
New York
$21.3M +$1.5M +13,615 +8%
SAM
36
Silvercrest Asset Management
New York
$21.1M -$9.81M -88,747 -34%
SFM
37
Systematic Financial Management
New Jersey
$20.6M -$770K -6,966 -4%
AQR Capital Management
38
AQR Capital Management
Connecticut
$20.4M +$3.71M +33,534 +25%
First Trust Advisors
39
First Trust Advisors
Illinois
$20M +$5.12M +46,348 +39%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$19.6M -$538K -4,867 -3%
Goldman Sachs
41
Goldman Sachs
New York
$19.1M +$9.3M +84,109 +114%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$17.7M +$199K +1,799 +1%
N
43
Nuveen
North Carolina
$17.4M -$1.42M -12,861 -8%
SIC
44
Schwartz Investment Counsel
Michigan
$17M
HW
45
Hancock Whitney
Mississippi
$16.8M +$198K +1,791 +1%
UBS Group
46
UBS Group
Switzerland
$16.7M -$323K -2,924 -2%
SI
47
Scout Investments
Missouri
$16.4M -$1.38M -12,510 -9%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$15.8M -$196K -1,772 -1%
Legal & General Group
49
Legal & General Group
United Kingdom
$15.7M -$656K -5,937 -4%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.4M +$3.57M +32,332 +37%

PII Hedge Fund Activity: Q2 2023 in Review

461 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2023, worth a combined $6.02B — up 6.9% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PII and 46 opened new positions — a net loss of 3 holders — while 203 trimmed existing stakes and 127 added.

The largest buyer was Arrowstreet Capital, adding an estimated $47.5M. The largest seller was State Street, cutting an estimated $51.7M.

  • 461 institutional investors held Polaris (PII) as of Q2 2023, down from 465 in Q1 2023.
  • Funds reported $6.02B of Polaris stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q2 2023 and 49 closed out, a net change of -3 holders.
  • The largest Polaris buyer in Q2 2023 was Arrowstreet Capital, an estimated $47.5M added.
  • The largest Polaris seller in Q2 2023 was State Street, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2023.