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474 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 74

1% less funds holding

Funds holding: 479474 (-5)

2.7% less ownership

Funds ownership: 88.28%85.58% (-2.7%)

12% less capital invested

Capital invested by funds: $5.22B → $4.58B (-$641M)

15% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $93.5M

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
474
Holders Change
-5
Holders Change %
-1.04%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
141
Reduced
179
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
476
Schwartz Investment Counsel
Michigan
-$14.6M -140,600 Closed
LHC
477
Lodge Hill Capital
New York
-$10.4M -100,000 Closed
PI
478
PEAK6 Investments
Illinois
-$3.49M -38,133 Closed
UCMOK
479
United Capital Management of KS
Kansas
-$3.86M -37,063 Closed
ECM
480
ExodusPoint Capital Management
New York
-$2.67M -25,648 Closed
ZIM
481
Zacks Investment Management
Illinois
-$2.31M -22,151 Closed
Lido Advisors
482
Lido Advisors
California
-$1.49M -14,290 Closed
TCM
483
Teza Capital Management
Illinois
-$1.41M -13,511 Closed
VI
484
Versor Investments
New York
-$1.31M -12,579 Closed
AIC
485
Aurora Investment Counsel
Georgia
-$1.24M -11,900 Closed
SPA
486
Sherbrooke Park Advisers
New York
-$1.23M -11,829 Closed
PP
487
PDT Partners
New York
-$1.18M -11,376 Closed
Allianz Asset Management
488
Allianz Asset Management
Germany
-$1.04M -10,009 Closed
ESCM
489
Echo Street Capital Management
New York
-$794K -7,628 Closed
D.E. Shaw & Co
490
D.E. Shaw & Co
New York
-$631K -6,888 Closed
Parallax Volatility Advisers
491
Parallax Volatility Advisers
California
-$676K -6,488 Closed
Point72 Asset Management
492
Point72 Asset Management
Connecticut
-$534K -5,825 Closed
SM
493
Sciencast Management
New Jersey
-$585K -5,618 Closed
OAC
494
OMERS Administration Corp
Ontario, Canada
-$552K -5,300 Closed
CIP
495
Capital Insight Partners
Arizona
-$542K -5,203 Closed
CIC
496
Cornercap Investment Counsel
Georgia
-$498K -4,778 Closed
VPIM
497
Vanguard Personalized Indexing Management
California
-$460K -4,418 Closed
TI
498
Tidal Investments
Wisconsin
-$441K -4,238 Closed
CM
499
Caption Management
Oklahoma
-$417K -4,000 Closed
USGIU
500
U.S. Global Investors (USGI)
Texas
-$417K -4,000 Closed

PII Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2023, worth a combined $4.58B — down 12% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 74 closed out — a net gain of 1 holder — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.8M. The largest seller was VanEck Associates, cutting an estimated $119M.

  • 474 institutional investors held Polaris (PII) as of Q4 2023, down from 479 in Q3 2023.
  • Funds reported $4.58B of Polaris stock for Q4 2023, down 12% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2023 and 74 closed out, a net change of +1 holder.
  • The largest Polaris buyer in Q4 2023 was Morgan Stanley, an estimated $39.8M added.
  • The largest Polaris seller in Q4 2023 was VanEck Associates, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.