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459 hedge funds and large institutions have $5.09B invested in Polaris in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

7% more funds holding

Funds holding: 430459 (+29)

2.64% more ownership

Funds ownership: 85.36%88% (+2.6%)

5% more capital invested

Capital invested by funds: $4.85B → $5.09B (+$235M)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 168

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $74.2M

Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
7.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
135
Reduced
168
Closed
39
Calls
$40.9M
Puts
$74.2M
Net Calls
-$33.3M
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
51
R.M. Davis Inc
Maine
$13.6M -$2.69M -25,845 -16%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$13.6M -$1.64M -15,703 -10%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$13.2M -$357K -3,424 -3%
First Trust Advisors
54
First Trust Advisors
Illinois
$12.9M -$933K -8,957 -7%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$12.4M -$473K -4,536 -4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12M -$643K -6,173 -5%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$11.1M +$257K +2,463 +2%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$11M -$155K -1,484 -1%
Ameriprise
59
Ameriprise
Minnesota
$10.5M -$792K -7,598 -7%
Barclays
60
Barclays
United Kingdom
$10.3M +$7.34M +70,492 +222%
UBS AM
61
UBS AM
Illinois
$10.2M +$1.07M +10,240 +11%
Fisher Asset Management
62
Fisher Asset Management
Washington
$9.36M -$40.5M -388,916 -81%
SI
63
Scout Investments
Missouri
$9.34M -$10.2M -97,723 -51%
Citadel Advisors
64
Citadel Advisors
Florida
$8.78M +$310K +2,980 +4%
AIG
65
American International Group
New York
$8.59M -$365K -3,502 -4%
AllianceBernstein
66
AllianceBernstein
Tennessee
$8.59M -$118K -1,131 -1%
LSV Asset Management
67
LSV Asset Management
Illinois
$8.56M
AQR Capital Management
68
AQR Capital Management
Connecticut
$8.49M +$1.73M +16,566 +24%
STB
69
S&T Bank
Pennsylvania
$8.36M -$89.6K -860 -1%
NCM
70
Novare Capital Management
North Carolina
$7.91M +$315K +3,022 +4%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$7.44M -$129K -1,236 -2%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$7.25M +$27.1K +260 +0.4%
GIM
73
Goelzer Investment Management
Indiana
$7.09M +$38.1K +366 +0.5%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$7.02M -$3.99M -38,319 -36%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$6.89M +$1.97M +18,874 +38%

PII Hedge Fund Activity: Q4 2022 in Review

459 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2022, worth a combined $5.09B — up 4.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 39 closed out — a net gain of 36 holders — while 135 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $64.5M. The largest seller was Boston Partners, cutting an estimated $65.5M.

  • 459 institutional investors held Polaris (PII) as of Q4 2022, up from 430 in Q3 2022.
  • Funds reported $5.09B of Polaris stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2022 and 39 closed out, a net change of +36 holders.
  • The largest Polaris buyer in Q4 2022 was Millennium Management, an estimated $64.5M added.
  • The largest Polaris seller in Q4 2022 was Boston Partners, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2022.