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452 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 141 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 141

22% more call options, than puts

Call options by funds: $90M | Put options by funds: $73.7M

3.94% more ownership

Funds ownership: 84.86%88.79% (+3.9%)

3% more capital invested

Capital invested by funds: $5.36B → $5.5B (+$138M)

9% less funds holding

Funds holding: 496452 (-44)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 84

Holders
452
Holders Change
-44
Holders Change %
-8.87%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
175
Reduced
141
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$955K +$313K +2,745 +43%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$948K -$194K -1,700 -16%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$940K +$707K +6,200 +228%
VIM
204
VELA Investment Management
Ohio
$933K +$293K +2,571 +41%
GAM
205
Gotham Asset Management
New York
$931K +$633K +5,557 +169%
CFA
206
CWS Financial Advisors
Michigan
$924K +$13.9K +122 +1%
Tudor Investment Corp
207
Tudor Investment Corp
Connecticut
$909K -$2.89M -25,374 -75%
Wellington Management Group
208
Wellington Management Group
Massachusetts
$907K -$456 -4 -0%
UHC
209
Union Heritage Capital
Michigan
$898K
RSWM
210
Robertson Stephens Wealth Management
California
$895K
DA
211
Duality Advisers
Florida
$890K +$963K +8,448 New
DCM
212
Dupont Capital Management
Delaware
$884K +$956K +8,392 New
TIA
213
Tiemann Investment Advisors
California
$883K
SNBOSD
214
Security National Bank of So Dak
Iowa
$880K +$82.6K +725 +9%
FHC
215
First Heartland Consultants
Missouri
$871K +$102K +891 +12%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$870K -$57K -500 -6%
VWM
217
Venturi Wealth Management
Texas
$849K +$195K +1,707 +27%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$845K -$26.8K -235 -3%
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$840K +$115K +1,009 +14%
SNBOSCI
220
Security National Bank of Sioux City Iowa
Iowa
$818K -$21.8K -191 -2%
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$816K -$5.93K -52 -0.7%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$796K -$46.3K -406 -5%
PSUF
223
People's United Financial
Connecticut
$767K -$95.2K -835 -10%
Prudential Financial
224
Prudential Financial
New Jersey
$763K -$20.1K -176 -2%
BCM
225
Brookstone Capital Management
Illinois
$749K -$113K -989 -12%

PII Hedge Fund Activity: Q1 2022 in Review

452 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2022, worth a combined $5.5B — up 2.6% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PII and 46 opened new positions — a net loss of 38 holders — while 141 trimmed existing stakes and 175 added.

The largest buyer was Capital World Investors, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $94.2M.

  • 452 institutional investors held Polaris (PII) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $5.5B of Polaris stock for Q1 2022, up 2.6% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q1 2022 and 84 closed out, a net change of -38 holders.
  • The largest Polaris buyer in Q1 2022 was Capital World Investors, an estimated $105M added.
  • The largest Polaris seller in Q1 2022 was Boston Partners, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.