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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
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$1.34M +$781K +7,046 +140%
CA
177
Callahan Advisors
Texas
$1.33M -$461K -4,158 -26%
PI
178
PEAK6 Investments
Illinois
$1.26M +$1.25M +11,319 +31,442%
X
179
Xponance
Pennsylvania
$1.25M +$111 +1 +0%
QCM
180
Quantinno Capital Management
New York
$1.21M +$1.21M +10,931 New
UCFA
181
United Capital Financial Advisors
Texas
$1.2M +$6.43K +58 +0.5%
US Bancorp
182
US Bancorp
Minnesota
$1.14M -$186K -1,678 -14%
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$1.09M +$122K +1,100 +13%
URS
184
Utah Retirement Systems
Utah
$1.09M
DI
185
DFPG Investments
Utah
$1.07M +$647K +5,838 +152%
Prudential Financial
186
Prudential Financial
New Jersey
$1.07M +$505K +4,558 +76%
CP
187
Camelot Portfolios
Ohio
$1.05M -$119K -1,070 -10%
EP
188
Eudaimonia Partners
Tennessee
$1.04M -$111 -1 -0%
SFG
189
SNS Financial Group
Minnesota
$1.04M
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$1.03M
Victory Capital Management
191
Victory Capital Management
Texas
$1.02M -$292K -2,637 -22%
EGM
192
Engineers Gate Manager
New York
$1.01M -$1.01M -9,151 -50%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$996K
CIP
194
Capital Insight Partners
Arizona
$989K -$492K -4,444 -33%
BPA
195
Beacon Pointe Advisors
California
$952K +$665 +6 +0.1%
UHC
196
Union Heritage Capital
Michigan
$943K
RSWM
197
Robertson Stephens Wealth Management
California
$940K
QT
198
Quantbot Technologies
New York
$931K -$2.58M -23,331 -74%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$926K +$54.5K +492 +6%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$902K +$139K +1,257 +18%

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.