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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
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$1.69M -$238K -2,600 -13%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$1.68M +$144K +1,570 +10%
TWC
153
TD Waterhouse Canada
Ontario, Canada
$1.64M +$136K +1,483 +9%
PA
154
Paralel Advisors
Colorado
$1.64M
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$1.62M -$63.6K -694 -4%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$1.58M -$735K -8,025 -33%
AIP
157
Ameritas Investment Partners
Nebraska
$1.57M +$63.5K +693 +4%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$1.56M -$3.61M -39,389 -71%
KOC
159
Koss-Olinger Consulting
Florida
$1.55M +$1.06M +11,621 +244%
CP
160
CenterBook Partners
Connecticut
$1.51M +$1.46M +15,886 New
TI
161
Trexquant Investment
Connecticut
$1.5M +$1.45M +15,812 New
Nomura Holdings
162
Nomura Holdings
Japan
$1.44M +$1.39M +15,200 New
ASRS
163
Arizona State Retirement System
Arizona
$1.43M -$30.9K -337 -2%
MCM
164
Mork Capital Management
California
$1.42M +$1.37M +15,000 New
TC
165
Torno Capital
Massachusetts
$1.42M +$1.37M +15,000 New
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$1.42M +$5.86K +64 +0.4%
CFA
167
Camarda Financial Advisors
Florida
$1.42M +$179K +1,951 +15%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$1.42M -$16K -175 -1%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$1.41M -$18.3K -200 -1%
BONH
170
Bank of New Hampshire
New Hampshire
$1.4M -$60.2K -657 -4%
GAM
171
Gotham Asset Management
New York
$1.39M -$5.58M -60,928 -81%
LF
172
Lantz Financial
Illinois
$1.39M +$47.5K +519 +4%
ET
173
Entropy Technologies
New York
$1.31M +$1.27M +13,844 New
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$1.31M +$104K +1,135 +9%
Corient Private Wealth
175
Corient Private Wealth
Florida
$1.3M -$138K -1,504 -10%

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.