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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
OTL
476
Oak Thistle LLC
New York
-$478K -4,325 Closed
TSS
477
Two Sigma Securities
New York
-$396K -3,583 Closed
BAM
478
Belpointe Asset Management
Nevada
-$391K -3,534 Closed
VF
479
Virtu Financial
New York
-$387K -3,497 Closed
BFM
480
Boothbay Fund Management
New York
-$365K -3,298 Closed
Vontobel Holding
481
Vontobel Holding
Switzerland
-$360K -3,257 Closed
CCB
482
Cutter & Co Brokerage
Missouri
-$351K -3,174 Closed
PWAG
483
Polaris Wealth Advisory Group
California
-$332K -3,000 Closed
PTC
484
Petrus Trust Company
Texas
-$306K -2,764 Closed
TRIA
485
Trail Ridge Investment Advisors
Colorado
-$277K -2,507 Closed
LCWP
486
Legacy Capital Wealth Partners
Arkansas
-$240K -2,173 Closed
DADC
487
D.A. Davidson & Co
Montana
-$233K -2,109 Closed
CCM
488
Coldstream Capital Management
Washington
-$229K -2,067 Closed
ESCM
489
Echo Street Capital Management
New York
-$226K -2,045 Closed
CCM
490
Chiron Capital Management
Florida
-$221K -2,000 Closed
PA
491
Profund Advisors
Maryland
-$211K -1,910 Closed
RI
492
Ridgewood Investments
New Jersey
-$148K -1,334 Closed
IUHSA
493
Itau Unibanco Holding S.A.
Brazil
-$109K -987 Closed
PCM
494
Pointe Capital Management
Michigan
-$74.7K -675 Closed
IAIM
495
International Assets Investment Management
Florida
-$63.9K -578 Closed
OCM
496
Orion Capital Management
California
-$49.2K -445 Closed
TCWA
497
Ten Capital Wealth Advisors
Washington
-$46K -416 Closed
VCM
498
Vigilant Capital Management
Maine
-$28K -250 Closed
ARS
499
Adirondack Retirement Specialists
New York
-$10.8K -100 Closed
NIC
500
Northwest Investment Counselors
Oregon
-$8.41K -76 Closed

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.