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474 hedge funds and large institutions have $4.58B invested in Polaris in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 74

1% less funds holding

Funds holding: 479474 (-5)

2.7% less ownership

Funds ownership: 88.28%85.58% (-2.7%)

12% less capital invested

Capital invested by funds: $5.22B → $4.58B (-$641M)

15% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $93.5M

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
474
Holders Change
-5
Holders Change %
-1.04%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
75
Increased
141
Reduced
179
Closed
74
Calls
$79.5M
Puts
$93.5M
Net Calls
-$14M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
126
Yousif Capital Management
Michigan
$2.42M -$8.7K -95 -0.4%
Man Group
127
Man Group
United Kingdom
$2.42M +$2.34M +25,549 New
ASN
128
Advisory Services Network
Georgia
$2.4M +$87.3K +953 +4%
DT
129
Diversified Trust
Tennessee
$2.35M +$2.27M +24,785 New
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$2.3M -$2.93K -32 -0.1%
SDIC
131
South Dakota Investment Council
South Dakota
$2.28M
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$2.27M +$21.1K +230 +1%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$2.26M -$1.32M -14,426 -38%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.14M -$51.1K -558 -2%
GC
135
Guggenheim Capital
Illinois
$2.04M -$63.1K -689 -3%
IMPI
136
Ilmarinen Mutual Pension Insurance
Finland
$2.02M
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$2.01M +$496K +5,411 +34%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$1.98M -$83.5K -911 -4%
QC
139
Quadrature Capital
United Kingdom
$1.91M -$641K -7,003 -26%
OTPPB
140
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.81M -$1.48M -16,121 -46%
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$1.8M
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$1.8M -$91.6K -1,000 -5%
HW
143
Hancock Whitney
Mississippi
$1.79M -$11M -119,703 -86%
CUAMC
144
China Universal Asset Management Company
China
$1.79M +$1.73M +18,869 New
PRS
145
Pinkerton Retirement Specialists
Idaho
$1.77M -$172K -1,879 -9%
CC
146
Centiva Capital
New York
$1.74M +$850K +9,276 +102%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.74M +$789K +8,610 +88%
II
148
Inspire Investing
Idaho
$1.69M +$452K +4,932 +38%
Osaic Holdings
149
Osaic Holdings
Arizona
$1.69M -$617K -6,732 -27%
OAM
150
Oppenheimer Asset Management
New York
$1.69M -$145K -1,584 -8%

PII Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2023, worth a combined $4.58B — down 12% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 74 closed out — a net gain of 1 holder — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.8M. The largest seller was VanEck Associates, cutting an estimated $119M.

  • 474 institutional investors held Polaris (PII) as of Q4 2023, down from 479 in Q3 2023.
  • Funds reported $4.58B of Polaris stock for Q4 2023, down 12% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2023 and 74 closed out, a net change of +1 holder.
  • The largest Polaris buyer in Q4 2023 was Morgan Stanley, an estimated $39.8M added.
  • The largest Polaris seller in Q4 2023 was VanEck Associates, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.