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459 hedge funds and large institutions have $5.09B invested in Polaris in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

7% more funds holding

Funds holding: 430459 (+29)

2.64% more ownership

Funds ownership: 85.36%88% (+2.6%)

5% more capital invested

Capital invested by funds: $4.85B → $5.09B (+$235M)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 168

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $74.2M

Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
7.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
135
Reduced
168
Closed
39
Calls
$40.9M
Puts
$74.2M
Net Calls
-$33.3M
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
176
STRS Ohio
Ohio
$1.23M +$1.27M +12,203 New
US Bancorp
177
US Bancorp
Minnesota
$1.21M -$216K -2,071 -15%
Victory Capital Management
178
Victory Capital Management
Texas
$1.2M -$1.17M -11,206 -49%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$1.18M -$1.08M -10,325 -47%
HSBC Holdings
180
HSBC Holdings
United Kingdom
$1.17M +$1.21M +11,650 New
HW
181
Hancock Whitney
Mississippi
$1.17M -$16.6K -159 -1%
X
182
Xponance
Pennsylvania
$1.14M +$49.8K +478 +4%
CFA
183
CWS Financial Advisors
Michigan
$1.14M +$31K +298 +4%
KFP
184
KMG Fiduciary Partners
Ohio
$1.13M +$302K +2,897 +35%
GAM
185
Gotham Asset Management
New York
$1.1M +$266K +2,557 +31%
UCFA
186
United Capital Financial Advisors
Texas
$1.09M -$10.7K -103 -0.9%
CP
187
Camelot Portfolios
Ohio
$1.07M +$44.6K +428 +4%
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$1.05M +$1.09M +10,443 New
VIM
189
VELA Investment Management
Ohio
$1.02M -$513K -4,926 -33%
GCM
190
Graham Capital Management
Connecticut
$1.02M +$1.05M +10,070 New
URS
191
Utah Retirement Systems
Utah
$995K -$31.3K -300 -3%
EP
192
Eudaimonia Partners
Tennessee
$948K +$417 +4 +0%
SFG
193
SNS Financial Group
Minnesota
$945K -$10.4K -100 -1%
TRSOTSOK
194
Teachers Retirement System of the State of Kentucky
Kentucky
$941K
HF
195
HRT Financial
New York
$935K +$17.1K +164 +2%
SAM
196
Storebrand Asset Management
Norway
$927K
SNBOSD
197
Security National Bank of So Dak
Iowa
$911K +$54.4K +522 +6%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$909K
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$889K
BAM
200
Belpointe Asset Management
Nevada
$886K -$51.5K -494 -5%

PII Hedge Fund Activity: Q4 2022 in Review

459 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q4 2022, worth a combined $5.09B — up 4.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PII positions and 39 closed out — a net gain of 36 holders — while 135 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $64.5M. The largest seller was Boston Partners, cutting an estimated $65.5M.

  • 459 institutional investors held Polaris (PII) as of Q4 2022, up from 430 in Q3 2022.
  • Funds reported $5.09B of Polaris stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 75 funds opened new Polaris positions in Q4 2022 and 39 closed out, a net change of +36 holders.
  • The largest Polaris buyer in Q4 2022 was Millennium Management, an estimated $64.5M added.
  • The largest Polaris seller in Q4 2022 was Boston Partners, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2022.