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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
TD Asset Management
51
TD Asset Management
Ontario, Canada
$16.6M +$470K +4,127 +3%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$16.1M +$65.2K +572 +0.4%
HPCM
53
Hunter Perkins Capital Management
Illinois
$16M -$2M -17,585 -10%
AQR Capital Management
54
AQR Capital Management
Connecticut
$16M -$1.29M -11,301 -7%
SIC
55
Schwartz Investment Counsel
Michigan
$14.8M
Legal & General Group
56
Legal & General Group
United Kingdom
$14.7M -$34.1K -299 -0.2%
N
57
Natixis
France
$14.6M +$15.8M +138,661 New
AWM
58
Absher Wealth Management
North Carolina
$14.5M +$35.3K +310 +0.2%
Swiss National Bank
59
Swiss National Bank
Switzerland
$14.4M +$1.09M +9,600 +8%
WP
60
WealthPLAN Partners
Nebraska
$13.6M +$5.76M +50,505 +55%
WIM
61
WealthPlan Investment Management
Nebraska
$13.6M +$16.3M +142,910 New
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$13.4M +$1.16M +10,164 +9%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$13.4M +$1.43M +12,555 +11%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$12.9M -$481K -4,218 -3%
UBS AM
65
UBS AM
Illinois
$12.7M +$886K +7,773 +7%
JP Morgan Chase
66
JP Morgan Chase
New York
$12.5M -$3.06M -26,845 -18%
Ameriprise
67
Ameriprise
Minnesota
$12.1M -$385K -3,380 -3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$11.1M -$2.11M -18,487 -15%
EVM
69
Eaton Vance Management
Massachusetts
$10.8M +$7.18K +63 +0.1%
Citadel Advisors
70
Citadel Advisors
Florida
$10.4M +$3.22M +28,258 +40%
AIG
71
American International Group
New York
$10.2M +$20.2K +177 +0.2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$9.12M -$493K -4,325 -5%
STB
73
S&T Bank
Pennsylvania
$9.11M -$13.2K -116 -0.1%
LSV Asset Management
74
LSV Asset Management
Illinois
$9.03M +$866K +7,600 +10%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$7.98M -$103K -905 -1%

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.