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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
Nordea Investment Management
101
Nordea Investment Management
Sweden
$4.5M -$1.73M -15,660 -30%
SPIA
102
Steward Partners Investment Advisory
New York
$4.46M +$27.7K +251 +0.7%
UCMOK
103
United Capital Management of KS
Kansas
$4.34M +$191K +1,729 +5%
AB
104
Amalgamated Bank
New York
$4.27M -$472K -4,275 -11%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$4.22M +$3.86M +34,923 New
Mariner
106
Mariner
Kansas
$4M +$15.7K +142 +0.4%
Deutsche Bank
107
Deutsche Bank
Germany
$3.95M -$2.07M -18,771 -37%
MIM
108
MetLife Investment Management
New Jersey
$3.9M -$308K -2,783 -8%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$3.62M
SAM
110
Selway Asset Management
$3.58M +$27.1K +245 +0.8%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$3.58M -$9.51K -86 -0.3%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$3.51M -$687K -6,217 -18%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$3.49M -$1.19M -10,770 -27%
LIM
114
Loudon Investment Management
New Hampshire
$3.41M -$273K -2,468 -8%
Marshall Wace
115
Marshall Wace
United Kingdom
$3.39M +$3.1M +28,064 New
AI
116
AdvisorShares Investments
Maryland
$3.39M +$1.06M +9,606 +52%
Franklin Resources
117
Franklin Resources
California
$3.37M +$444K +4,020 +17%
TWM
118
TriaGen Wealth Management
California
$3.36M +$65.4K +592 +2%
YCM
119
Yousif Capital Management
Michigan
$3.29M -$157K -1,424 -5%
Skandinaviska Enskilda Banken (SEB)
120
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.22M +$18.6K +168 +0.6%
JF
121
Jump Financial
Illinois
$3.22M -$3.27M -29,552 -53%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$3.17M -$6.63K -60 -0.2%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.13M +$146K +1,319 +5%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$3.11M -$301K -2,719 -10%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1M -$363K -3,283 -11%

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.