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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
WIM
501
WealthPlan Investment Management
Nebraska
-$412K -3,956 Closed
RC
502
Rovin Capital
Arizona
-$398K -3,821 Closed
Bank of Nova Scotia
503
Bank of Nova Scotia
Ontario, Canada
-$378K -3,626 Closed
HR
504
Howe & Rusling
New York
-$360K -3,460 Closed
APG Asset Management
505
APG Asset Management
Netherlands
-$333K -3,200 Closed
GSEP
506
Golden State Equity Partners
California
-$333K -3,200 Closed
Cetera Investment Advisers
507
Cetera Investment Advisers
Illinois
-$324K -3,111 Closed
Mitsubishi UFJ Trust & Banking
508
Mitsubishi UFJ Trust & Banking
Japan
-$309K -2,970 Closed
IUHSA
509
Itau Unibanco Holding S.A.
Brazil
-$308K -2,959 Closed
LA
510
Lindenwold Advisors
Pennsylvania
-$302K -2,898 Closed
HWAM
511
Hennion & Walsh Asset Management
New Jersey
-$291K -2,794 Closed
MMA
512
Miracle Mile Advisors
California
-$285K -2,735 Closed
Envestnet Portfolio Solutions
513
Envestnet Portfolio Solutions
Illinois
-$282K -2,710 Closed
FNBT
514
FineMark National Bank & Trust
Florida
-$276K -2,647 Closed
Mackenzie Financial
515
Mackenzie Financial
Ontario, Canada
-$260K -2,622 Closed
DC
516
Davenport & Co
Virginia
-$273K -2,620 Closed
JCIA
517
Jackson Creek Investment Advisors
Colorado
-$273K -2,620 Closed
ATC
518
Argent Trust Co
Tennessee
-$268K -2,569 Closed
EI
519
Ethic Inc
New York
-$263K -2,525 Closed
Marshall Wace
520
Marshall Wace
United Kingdom
-$260K -2,500 Closed
LCWP
521
Legacy Capital Wealth Partners
Arkansas
-$235K -2,253 Closed
AWS
522
Atria Wealth Solutions
New York
-$224K -2,152 Closed
KeyBank National Association
523
KeyBank National Association
Ohio
-$223K -2,140 Closed
TFS
524
Thoroughbred Financial Services
Tennessee
-$213K -2,048 Closed
SAM
525
Secure Asset Management
Michigan
-$210K -2,012 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.