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430 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% less funds holding

Funds holding: 435430 (-5)

7.02% less ownership

Funds ownership: 92.38%85.36% (-7%)

11% less capital invested

Capital invested by funds: $5.45B → $4.85B (-$595M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 175

46% less call options, than puts

Call options by funds: $49.7M | Put options by funds: $91.4M

Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
113
Reduced
175
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
201
CWS Financial Advisors
Michigan
$786K -$561 -5 -0.1%
AAM
202
Advisors Asset Management
Colorado
$776K -$436K -3,885 -32%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$773K -$143K -1,277 -14%
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$773K +$906K +8,081 New
VWM
205
Venturi Wealth Management
Texas
$755K -$20.6K -184 -2%
II
206
Inspire Investing
Idaho
$750K -$136K -1,217 -13%
SBIA
207
Sheaff Brock Investment Advisors
Indiana
$746K
SNBOSCI
208
Security National Bank of Sioux City Iowa
Iowa
$744K -$2.24K -20 -0.3%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$743K -$29.1K -260 -3%
TCM
210
Teza Capital Management
Illinois
$732K +$441K +3,932 +106%
NWM
211
Northwest Wealth Management
Iowa
$728K -$7.62K -68 -0.9%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$723K
DekaBank Deutsche Girozentrale
213
DekaBank Deutsche Girozentrale
Germany
$721K +$838K +7,477 New
JMPWA
214
JP Morgan Private Wealth Advisors
California
$713K +$67.7K +604 +9%
TC
215
Truvestments Capital
Florida
$711K +$167K +1,491 +25%
MPPW
216
Mitchell & Pahl Private Wealth
Oklahoma
$699K -$53.7K -479 -6%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$677K
BA
218
Bridgewater Associates
Connecticut
$673K -$2.73M -24,350 -78%
IMRF
219
Illinois Municipal Retirement Fund
Illinois
$671K
CP
220
CenterBook Partners
Connecticut
$660K -$86.4K -771 -10%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$653K
EI
222
Ethic Inc
New York
$648K +$42.5K +379 +6%
BCM
223
Bayesian Capital Management
New York
$633K +$742K +6,622 New
ZIG
224
Zurich Insurance Group
Switzerland
$631K
HLOC
225
H.L. Ormond & Company
North Carolina
$628K -$8.07K -72 -1%

PII Hedge Fund Activity: Q3 2022 in Review

430 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q3 2022, worth a combined $4.85B — down 11% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PII positions and 42 closed out — a net gain of 3 holders — while 113 added to existing stakes and 175 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $16M. The largest seller was American Century Companies, cutting an estimated $72M.

  • 430 institutional investors held Polaris (PII) as of Q3 2022, down from 435 in Q2 2022.
  • Funds reported $4.85B of Polaris stock for Q3 2022, down 11% quarter-over-quarter.
  • 45 funds opened new Polaris positions in Q3 2022 and 42 closed out, a net change of +3 holders.
  • The largest Polaris buyer in Q3 2022 was Alyeska Investment Group, an estimated $16M added.
  • The largest Polaris seller in Q3 2022 was American Century Companies, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2022.