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465 hedge funds and large institutions have $5.63B invested in Polaris in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 165 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $5.09B → $5.63B (+$544M)

1% more funds holding

Funds holding: 459465 (+6)

1.17% more ownership

Funds ownership: 88%89.17% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 165

35% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $95.6M

Holders
465
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
59
Increased
148
Reduced
165
Closed
45
Calls
$62.1M
Puts
$95.6M
Net Calls
-$33.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
RHAM
101
Round Hill Asset Management
California
$4.65M -$35.5K -320 -0.8%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$4.38M -$287K -2,587 -6%
AB
103
Amalgamated Bank
New York
$4.38M -$1.16M -10,490 -21%
Creative Planning
104
Creative Planning
Kansas
$4.26M +$261K +2,352 +7%
Man Group
105
Man Group
United Kingdom
$4.21M -$2.26M -20,361 Closed
SPIA
106
Steward Partners Investment Advisory
New York
$4.05M -$846K -7,638 -17%
Citigroup
107
Citigroup
New York
$4M +$104K +941 +3%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$3.9M +$15.6K +141 +0.4%
MIM
109
MetLife Investment Management
New Jersey
$3.88M -$98.5K -889 -2%
UCMOK
110
United Capital Management of KS
Kansas
$3.78M +$1.84M +16,594 +94%
Mariner
111
Mariner
Kansas
$3.64M +$21.5K +194 +0.6%
American Century Companies
112
American Century Companies
Missouri
$3.45M +$976K +8,811 +39%
LIM
113
Loudon Investment Management
New Hampshire
$3.39M -$3.32K -30 -0.1%
HPCM
114
Hunter Perkins Capital Management
Illinois
$3.35M -$540K -4,875 -14%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$3.31M -$164K -1,482 -5%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$3.28M +$72.3K +653 +2%
SAM
117
Selway Asset Management
$3.25M +$1.3M +11,700 +66%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.2M +$14.8K +134 +0.5%
GCM
119
Graham Capital Management
Connecticut
$3.2M +$2.08M +18,812 +187%
YCM
120
Yousif Capital Management
Michigan
$3.17M -$43.2K -390 -1%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$3.15M +$3.15M +28,460 New
BCM
122
Brookstone Capital Management
Illinois
$3.02M +$993K +8,962 +47%
TWM
123
TriaGen Wealth Management
California
$3.01M +$3.01M +27,211 New
GIA
124
Gateway Investment Advisers
Ohio
$2.94M -$36.7K -331 -1%
Skandinaviska Enskilda Banken (SEB)
125
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.93M -$1.65M -14,889 -36%

PII Hedge Fund Activity: Q1 2023 in Review

465 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2023, worth a combined $5.63B — up 11% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PII positions and 45 closed out — a net gain of 14 holders — while 148 added to existing stakes and 165 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $20.5M. The largest seller was Millennium Management, cutting an estimated $50.4M.

  • 465 institutional investors held Polaris (PII) as of Q1 2023, up from 459 in Q4 2022.
  • Funds reported $5.63B of Polaris stock for Q1 2023, up 11% quarter-over-quarter.
  • 59 funds opened new Polaris positions in Q1 2023 and 45 closed out, a net change of +14 holders.
  • The largest Polaris buyer in Q1 2023 was J. Goldman & Co, an estimated $20.5M added.
  • The largest Polaris seller in Q1 2023 was Millennium Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2023.