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Polaris
PII

435 hedge funds and large institutions have $5.45B invested in Polaris in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 161 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3.58% more ownership

Funds ownership: 88.79% → 92.38% (+3.6%)

1% less capital invested

Capital invested by funds: $5.5B → $5.45B (-$54.2M)

7% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 55

4% less funds holding

Funds holding: 452 → 435 (-17)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 161

22% less call options, than puts

Call options by funds: $51.7M | Put options by funds: $66M

Holders
435
Holders Change
-17
Holders Change %
-3.76%
% of All Funds
7.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
140
Reduced
161
Closed
55
Calls
$51.7M
Puts
$66M
Net Calls
-$14.3M
Net Calls Change
-$30.6M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$236M
2
State Street
State Street
Massachusetts
+$30M
3
HighTower Advisors
HighTower Advisors
Illinois
+$26.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$24.7M
5
SAM
Scopus Asset Management
New York
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
-$39.7M
2
American Century Companies
American Century Companies
Missouri
-$25.6M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17.5M
4
AWM
Absher Wealth Management
North Carolina
-$14.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
476
Gemmer Asset Management
California
– -$7K -70 Closed
PAG
477
Paladin Advisory Group
Iowa
– -$7.25K -70 Closed
HA
478
Herold Advisors
New York
– -$5.27K -50 Closed
FAG
479
Fortitude Advisory Group
Washington
– -$5K -46 Closed
FPS
480
Fieldpoint Private Securities
Connecticut
– -$4.14K -40 -89%
CCMIC
481
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$4K -34 Closed
TIM
482
Tevis Investment Management
Texas
– -$2K -20 Closed
CI
483
Cordant Inc
Oregon
– -$2K -18 Closed
TAM
484
Tucker Asset Management
Colorado
– -$1.9K -18 Closed
DFCM
485
Dark Forest Capital Management
Puerto Rico
– -$2K -15 Closed
FMP
486
Financial Management Professionals
Texas
– +$311 +3 New
MCM
487
Manchester Capital Management
Vermont
– +$311 +3 New
CAL
488
Capital Advisors Ltd
Ohio
– +$518 +5 New
16 17 18 19
20

PII Hedge Fund Activity: Q2 2022 in Review

435 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2022, worth a combined $5.45B — down 0.99% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PII and 51 opened new positions — a net loss of 4 holders — while 161 trimmed existing stakes and 140 added.

The largest buyer was Capital World Investors, adding an estimated $236M. The largest seller was River Road Asset Management, cutting an estimated $39.7M.

  • 435 institutional investors held Polaris (PII) as of Q2 2022, down from 452 in Q1 2022.
  • Funds reported $5.45B of Polaris stock for Q2 2022, down 0.99% quarter-over-quarter.
  • 51 funds opened new Polaris positions in Q2 2022 and 55 closed out, a net change of -4 holders.
  • The largest Polaris buyer in Q2 2022 was Capital World Investors, an estimated $236M added.
  • The largest Polaris seller in Q2 2022 was River Road Asset Management, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2022.