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452 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 141 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 141

22% more call options, than puts

Call options by funds: $90M | Put options by funds: $73.7M

3.94% more ownership

Funds ownership: 84.86%88.79% (+3.9%)

3% more capital invested

Capital invested by funds: $5.36B → $5.5B (+$138M)

9% less funds holding

Funds holding: 496452 (-44)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 84

Holders
452
Holders Change
-44
Holders Change %
-8.87%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
175
Reduced
141
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LIG
501
Lokken Investment Group
Delaware
-$225K -2,049 Closed
CCM
502
Crew Capital Management
Ohio
-$220K -2,000 Closed
HIS
503
Harvest Investment Services
Illinois
-$218K -1,989 Closed
ACM
504
Alpha Capital Management
Texas
-$214K -1,947 Closed
AF
505
Affiance Financial
Minnesota
-$203K -1,843 Closed
HA
506
Harfst & Associates
Wyoming
-$202K -1,838 Closed
FNBT
507
FineMark National Bank & Trust
Florida
-$201K -1,830 Closed
SCA
508
Snowden Capital Advisors
New York
-$144K -1,319 Closed
CG
509
Cutler Group
California
-$111K -972 Closed
CWS
510
Confluence Wealth Services
Pennsylvania
-$88K -805 Closed
EIM
511
Essex Investment Management
Massachusetts
-$84K -765 Closed
LFG
512
Leverty Financial Group
Wisconsin
-$39K -361 Closed
NICM
513
Neo Ivy Capital Management
New York
-$29K -267 Closed
SFM
514
Signet Financial Management
New Jersey
-$24K -215 Closed
KFP
515
KB Financial Partners
New Jersey
-$12K -106 Closed
TCOV
516
Trust Company of Vermont
Vermont
-$11K -100 Closed
CCM
517
Chilton Capital Management
Texas
-$10K -95 Closed
CA
518
Clearstead Advisors
Ohio
-$9K -84 Closed
Fuller & Thaler Asset Management
519
Fuller & Thaler Asset Management
California
-$9K -80 Closed
VCM
520
Vigilant Capital Management
Maine
-$5K -50 Closed
AA
521
Ancora Advisors
Ohio
-$5K -47 Closed
LC
522
Lindbrook Capital
California
-$5K -41 Closed
RDFA
523
Ritter Daniher Financial Advisory
Ohio
-$4K -40 Closed
LWA
524
Lenox Wealth Advisors
New York
-$4K -39 Closed
PAI
525
Pittenger & Anderson Inc
Nebraska
-$4K -37 Closed

PII Hedge Fund Activity: Q1 2022 in Review

452 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2022, worth a combined $5.5B — up 2.6% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PII and 46 opened new positions — a net loss of 38 holders — while 141 trimmed existing stakes and 175 added.

The largest buyer was Capital World Investors, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $94.2M.

  • 452 institutional investors held Polaris (PII) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $5.5B of Polaris stock for Q1 2022, up 2.6% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q1 2022 and 84 closed out, a net change of -38 holders.
  • The largest Polaris buyer in Q1 2022 was Capital World Investors, an estimated $105M added.
  • The largest Polaris seller in Q1 2022 was Boston Partners, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.