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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
KeyBank National Association
476
KeyBank National Association
Ohio
-$288K -3,012 Closed
FFN
477
Focus Financial Network
Minnesota
-$256K -2,681 Closed
VAM
478
Verity Asset Management
North Carolina
-$238K -2,485 Closed
RI
479
Ridgewood Investments
New Jersey
-$232K -2,430 Closed
CIBC Asset Management
480
CIBC Asset Management
Ontario, Canada
-$230K -2,403 Closed
CAM
481
Cresset Asset Management
Illinois
-$229K -2,403 Closed
Walleye Capital
482
Walleye Capital
New York
-$132K -1,377 Closed
SOS
483
Silver Oak Securities
Tennessee
-$36.3K -349 Closed
SFO
484
Standard Family Office
South Dakota
-$26K -267 Closed
MAM
485
Meeder Asset Management
Ohio
-$23K -238 Closed
IAMOG
486
Investors Asset Management of Georgia
Georgia
-$15K -160 Closed
SPWG
487
Sage Private Wealth Group
Illinois
-$13K -134 Closed
SSB
488
Sandy Spring Bank
Maryland
-$12K -130 Closed
HNB
489
Huntington National Bank
Ohio
-$8K -84 Closed
GWSG
490
GPS Wealth Strategies Group
Colorado
-$6K -60 Closed
EWA
491
EverSource Wealth Advisors
Alabama
-$5K -50 Closed
CQS
492
Credential Qtrade Securities
-$3.73K -39 Closed
SWM
493
Selective Wealth Management
Virginia
-$2K -22 Closed
MA
494
MUFG Americas
New York
-$1K -7 Closed
CAL
495
Capital Advisors Ltd
Ohio
+$104 +1 +50%
MFA
496
McClarren Financial Advisors
Pennsylvania
+$208 +2 New

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.