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465 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 165 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $5.09B → $5.63B (+$544M)

1% more funds holding

Funds holding: 459465 (+6)

1.17% more ownership

Funds ownership: 88%89.17% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 165

35% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $95.6M

Holders
465
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
165
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
I
476
InceptionR
California
-$712K -7,048 Closed
AMC
477
Asset Management Corp
Illinois
-$676K -6,688 Closed
JFG
478
Jefferies Financial Group
New York
-$667K -6,600 Closed
AC
479
AXQ Capital
New Jersey
-$421K -4,171 Closed
BC
480
Bridgefront Capital
Texas
-$401K -3,966 Closed
TWI
481
Thomas White International
Illinois
-$396K -3,924 Closed
PAS
482
Park Avenue Securities
New York
-$382K -3,781 Closed
SSG
483
Summit Securities Group
New York
-$301K -2,979 Closed
DCM
484
Dupont Capital Management
Delaware
-$290K -2,868 Closed
MP
485
McDonald Partners
Ohio
-$281K -2,785 Closed
FA
486
Fiducient Advisors
Illinois
-$255K -2,525 Closed
YIH
487
Y-Intercept (HK)
Hong Kong
-$213K -2,108 Closed
E
488
Ergoteles
New York
-$207K -2,047 Closed
RFA
489
Resurgent Financial Advisors
Georgia
-$114K -1,128 Closed
AWM
490
Accurate Wealth Management
Florida
-$75.5K -723 Closed
ZIG
491
Zullo Investment Group
Pennsylvania
-$54K -535 Closed
CS
492
Comerica Securities
Michigan
-$32K -317 Closed
MCC
493
Money Concepts Capital
Florida
-$31.5K -312 Closed
DFCM
494
Dark Forest Capital Management
Puerto Rico
-$29.3K -290 Closed
QL
495
Quarry LP
New York
-$21.6K -214 Closed
PFA
496
Pathway Financial Advisers
Indiana
-$17.3K -171 Closed
MS
497
Marshall & Sullivan
Washington
-$10.1K -100 Closed
CA
498
Corrado Advisors
New Jersey
-$8.08K -80 Closed
EC
499
Elequin Capital
New York
-$8.08K -80 Closed
FWA
500
Freedom Wealth Alliance
Wisconsin
-$7.58K -75 Closed

PII Hedge Fund Activity: Q1 2023 in Review

465 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2023, worth a combined $5.63B — up 11% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PII positions and 45 closed out — a net gain of 14 holders — while 148 added to existing stakes and 165 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $20.5M. The largest seller was Millennium Management, cutting an estimated $50.4M.

  • 465 institutional investors held Polaris (PII) as of Q1 2023, up from 459 in Q4 2022.
  • Funds reported $5.63B of Polaris stock for Q1 2023, up 11% quarter-over-quarter.
  • 59 funds opened new Polaris positions in Q1 2023 and 45 closed out, a net change of +14 holders.
  • The largest Polaris buyer in Q1 2023 was J. Goldman & Co, an estimated $20.5M added.
  • The largest Polaris seller in Q1 2023 was Millennium Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2023.