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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
SCM
176
Semanteon Capital Management
Massachusetts
$1.27M +$1.23M +13,402 New
DWT
177
Dorsey & Whitney Trust
South Dakota
$1.27M -$340K -3,707 -22%
HIA
178
Harvest Investment Advisors
Florida
$1.25M +$28.9K +315 +2%
BCI
179
Brinker Capital Investments
Pennsylvania
$1.24M -$234K -2,550 -16%
OPS
180
Orion Portfolio Solutions
Nebraska
$1.24M -$234K -2,550 -16%
SO
181
STRS Ohio
Ohio
$1.22M -$36.2K -395 -3%
SOMRS
182
State of Michigan Retirement System
Michigan
$1.21M
AWM
183
AE Wealth Management
Kansas
$1.18M +$908K +9,917 +331%
QT
184
Quantbot Technologies
New York
$1.14M +$25K +273 +2%
NMIMC
185
Northwestern Mutual Investment Management Company
Wisconsin
$1.12M -$733 -8 -0.1%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$1.11M +$107K +1,165 +11%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M +$84.5K +923 +9%
FC
188
FORA Capital
Florida
$1.11M -$510K -5,564 -32%
Victory Capital Management
189
Victory Capital Management
Texas
$1.11M +$171K +1,865 +19%
Simplex Trading
190
Simplex Trading
Illinois
$1.09M +$1.05M +11,488 New
CB
191
Commerce Bank
Missouri
$1.07M +$493K +5,386 +91%
FRM
192
Fox Run Management
Connecticut
$1.06M +$1.02M +11,136 New
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$1.05M
JFG
194
Jefferies Financial Group
New York
$1.05M -$13.3M -144,789 -93%
SIA
195
Schechter Investment Advisors
Michigan
$1.04M -$131K -1,432 -12%
SFCM
196
Savoir Faire Capital Management
Connecticut
$1M +$32.4K +354 +3%
TRCT
197
Tower Research Capital (TRC)
New York
$975K +$227K +2,480 +32%
SAM
198
Silvercrest Asset Management
New York
$972K -$14.5M -158,129 -94%
CP
199
Camelot Portfolios
Ohio
$930K +$233K +2,544 +35%
AIM
200
ARGA Investment Management
Connecticut
$925K +$894K +9,761 New

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.