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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
TWC
151
TD Waterhouse Canada
Ontario, Canada
$1.89M +$13.8K +125 +0.8%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$1.84M +$1.45M +13,100 +371%
GC
153
Guggenheim Capital
Illinois
$1.82M +$306K +2,759 +20%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$1.81M +$18.9K +171 +1%
MIS
155
Morningstar Investment Services
Illinois
$1.79M +$1.17M +10,528 +176%
DWT
156
Dorsey & Whitney Trust
South Dakota
$1.79M -$5.43K -49 -0.3%
ASRS
157
Arizona State Retirement System
Arizona
$1.77M -$1.11K -10 -0.1%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$1.76M -$16.6K -150 -0.9%
SIA
159
Schechter Investment Advisors
Michigan
$1.71M +$60.9K +550 +4%
BONH
160
Bank of New Hampshire
New Hampshire
$1.71M +$25.5K +230 +2%
Twin Tree Management
161
Twin Tree Management
Texas
$1.63M +$1.63M +14,698 New
LF
162
Lantz Financial
Illinois
$1.62M -$6.09K -55 -0.4%
LSERS
163
Louisiana State Employees Retirement System
Louisiana
$1.6M -$11.1K -100 -0.7%
SDIC
164
South Dakota Investment Council
South Dakota
$1.58M
OTPPB
165
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.57M +$762K +6,874 +94%
SO
166
STRS Ohio
Ohio
$1.55M +$204K +1,837 +15%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$1.53M -$103K -929 -6%
SOMRS
168
State of Michigan Retirement System
Michigan
$1.52M -$11.1K -100 -0.7%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$1.5M -$4.18M -37,750 -74%
PMEF
170
Point72 Middle East FZE
United Arab Emirates
$1.49M -$987K -8,906 -40%
II
171
Inspire Investing
Idaho
$1.46M +$14.5K +131 +1%
HIA
172
Harvest Investment Advisors
Florida
$1.42M -$6.65K -60 -0.5%
TCM
173
Teza Capital Management
Illinois
$1.42M +$991K +8,943 +232%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$1.41M -$79.2K -715 -5%
AIC
175
Aurora Investment Counsel
Georgia
$1.36M -$579K -5,225 -30%

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.