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461 hedge funds and large institutions have $6.02B invested in Polaris in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $5.63B → $6.02B (+$391M)

10% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $76M

1% less funds holding

Funds holding: 465461 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

1.54% less ownership

Funds ownership: 89.17%87.63% (-1.5%)

37% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 203

Holders
461
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
7.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
127
Reduced
203
Closed
49
Calls
$83.3M
Puts
$76M
Net Calls
+$7.29M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$9.52M -$71.4K -646 -0.8%
GIM
77
Goelzer Investment Management
Indiana
$9.2M -$13.9K -126 -0.2%
Stifel Financial
78
Stifel Financial
Missouri
$8.91M +$452K +4,092 +6%
Citadel Advisors
79
Citadel Advisors
Florida
$8.57M -$20.8M -187,823 -73%
IPAM
80
ICICI Prudential Asset Management
India
$8.3M +$486K +4,400 +7%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$8M -$359K -3,245 -5%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$7.97M -$77.6K -702 -1%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$7.9M -$309K -2,797 -4%
LPL Financial
84
LPL Financial
California
$6.54M +$239K +2,163 +4%
CS
85
Credit Suisse
Switzerland
$6.42M +$634K +5,733 +12%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$6.38M -$777K -7,030 -12%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$6.23M -$557K -5,042 -9%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$6.15M +$4.76M +43,032 +550%
Creative Planning
89
Creative Planning
Kansas
$5.83M +$1.07M +9,713 +25%
GAM
90
Gotham Asset Management
New York
$5.67M +$175K +1,587 +4%
TPSF
91
Texas Permanent School Fund
Texas
$5.61M -$271K -2,448 -5%
Truist Financial
92
Truist Financial
North Carolina
$5.22M -$576K -5,209 -11%
Canada Life
93
Canada Life
Manitoba, Canada
$5.2M -$464K -4,200 -9%
RHAM
94
Round Hill Asset Management
California
$5.07M -$10.3K -93 -0.2%
Natixis Advisors
95
Natixis Advisors
Massachusetts
$4.98M -$200K -1,808 -4%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$4.93M -$4.08M -36,961 -48%
Citigroup
97
Citigroup
New York
$4.85M +$431K +3,898 +11%
American Century Companies
98
American Century Companies
Missouri
$4.75M +$887K +8,024 +26%
MOACM
99
Mutual of America Capital Management
New York
$4.71M -$540K -4,882 -11%
BCM
100
Brookstone Capital Management
Illinois
$4.63M +$1.11M +10,069 +36%

PII Hedge Fund Activity: Q2 2023 in Review

461 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2023, worth a combined $6.02B — up 6.9% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PII and 46 opened new positions — a net loss of 3 holders — while 203 trimmed existing stakes and 127 added.

The largest buyer was Arrowstreet Capital, adding an estimated $47.5M. The largest seller was State Street, cutting an estimated $51.7M.

  • 461 institutional investors held Polaris (PII) as of Q2 2023, down from 465 in Q1 2023.
  • Funds reported $6.02B of Polaris stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q2 2023 and 49 closed out, a net change of -3 holders.
  • The largest Polaris buyer in Q2 2023 was Arrowstreet Capital, an estimated $47.5M added.
  • The largest Polaris seller in Q2 2023 was State Street, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2023.