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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
DAC
201
Dividend Assets Capital
South Carolina
$870K -$103K -990 -10%
BPA
202
Beacon Pointe Advisors
California
$868K +$896K +8,598 New
UHC
203
Union Heritage Capital
Michigan
$861K
BA
204
Bridgewater Associates
Connecticut
$860K +$153K +1,473 +21%
RSWM
205
Robertson Stephens Wealth Management
California
$859K
Federated Hermes
206
Federated Hermes
Pennsylvania
$818K -$129K -1,241 -13%
TC
207
TownSquare Capital
Utah
$817K +$843K +8,093 New
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$796K +$109K +1,049 +15%
JMPWA
209
JP Morgan Private Wealth Advisors
California
$792K +$40.3K +387 +5%
SBIA
210
Sheaff Brock Investment Advisors
Indiana
$788K
SNBOSCI
211
Security National Bank of Sioux City Iowa
Iowa
$783K -$2.6K -25 -0.3%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$770K -$15.1K -145 -2%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$763K
DekaBank Deutsche Girozentrale
214
DekaBank Deutsche Girozentrale
Germany
$744K
MPPW
215
Mitchell & Pahl Private Wealth
Oklahoma
$744K +$5.94K +57 +0.8%
OTPPB
216
Ontario Teachers' Pension Plan Board
Ontario, Canada
$739K +$762K +7,314 New
CAN
217
Cetera Advisor Networks
California
$726K +$121K +1,166 +19%
NICM
218
Neo Ivy Capital Management
New York
$723K +$746K +7,158 New
M&T Bank
219
M&T Bank
New York
$716K -$124K -1,195 -14%
Public Sector Pension Investment Board (PSP Investments)
220
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$715K
I
221
InceptionR
California
$712K +$734K +7,048 New
IMRF
222
Illinois Municipal Retirement Fund
Illinois
$709K
PAMS
223
Pictet Asset Management (Switzerland)
Switzerland
$708K +$322K +3,092 +79%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$697K +$547K +5,246 +316%
AMC
225
Asset Management Corp
Illinois
$676K -$657K -6,311 -49%

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.