We are live on ! Find out more

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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$2.91M +$1.61M +14,544 +124%
ASN
127
Advisory Services Network
Georgia
$2.79M +$100K +907 +4%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.71M +$3.32K +30 +0.1%
Osaic Holdings
129
Osaic Holdings
Arizona
$2.7M -$31.1K -281 -1%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$2.69M
OAM
131
Oppenheimer Asset Management
New York
$2.67M +$135K +1,216 +5%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$2.66M +$18.8K +170 +0.7%
Franklin Resources
133
Franklin Resources
California
$2.64M +$85K +767 +3%
ZIM
134
Zacks Investment Management
Illinois
$2.61M +$2.61M +23,569 New
JA
135
JLB & Associates
Michigan
$2.56M +$3.1K +28 +0.1%
Jane Street
136
Jane Street
New York
$2.43M -$1.9M -17,106 -44%
CAM
137
Claret Asset Management
Quebec, Canada
$2.4M -$20.3K -183 -0.8%
PRS
138
Pinkerton Retirement Specialists
Idaho
$2.35M -$102K -919 -4%
IMPI
139
Ilmarinen Mutual Pension Insurance
Finland
$2.35M
BCI
140
Brinker Capital Investments
Pennsylvania
$2.3M -$54K -487 -2%
OPS
141
Orion Portfolio Solutions
Nebraska
$2.3M +$2.31M +20,814 New
AIP
142
Ameritas Investment Partners
Nebraska
$2.25M -$6.43K -58 -0.3%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$2.21M +$279K +2,515 +14%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$2.13M -$272K -2,452 -11%
VOYA Investment Management
145
VOYA Investment Management
Georgia
$2.07M -$55.3K -499 -3%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$2.06M -$104K -937 -5%
AI
147
AdvisorShares Investments
Maryland
$2.04M +$624K +5,635 +44%
Corient Private Wealth
148
Corient Private Wealth
Florida
$1.96M -$84.5K -763 -4%
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$1.95M +$69.1K +624 +4%
PA
150
Paralel Advisors
Colorado
$1.91M +$50.3K +454 +3%

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.