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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
TC
201
TownSquare Capital
Utah
$902K +$6.32K +57 +0.7%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$897K +$29.2K +264 +3%
SPC
203
Sigma Planning Corp
Michigan
$892K +$893K +8,064 New
CFA
204
CWS Financial Advisors
Michigan
$888K -$54.5K -492 -6%
DAC
205
Dividend Assets Capital
South Carolina
$870K
SAM
206
Storebrand Asset Management
Norway
$868K -$148K -1,334 -15%
Russell Investments Group
207
Russell Investments Group
United Kingdom
$865K -$824K -7,438 -49%
HighTower Advisors
208
HighTower Advisors
Illinois
$863K -$1.29M -11,661 -60%
SBIA
209
Sheaff Brock Investment Advisors
Indiana
$863K
Federated Hermes
210
Federated Hermes
Pennsylvania
$862K -$34.2K -309 -4%
Wellington Management Group
211
Wellington Management Group
Massachusetts
$838K +$191K +1,728 +30%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$830K -$13.3K -120 -2%
CCIA
213
Campbell & Co Investment Adviser
Maryland
$828K +$364K +3,288 +78%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$828K -$8.31K -75 -1%
BA
215
Bridgewater Associates
Connecticut
$816K -$125K -1,131 -13%
MPPW
216
Mitchell & Pahl Private Wealth
Oklahoma
$811K -$3.32K -30 -0.4%
M&T Bank
217
M&T Bank
New York
$797K +$12.2K +110 +2%
IMRF
218
Illinois Municipal Retirement Fund
Illinois
$777K
PAMS
219
Pictet Asset Management (Switzerland)
Switzerland
$775K
CAN
220
Cetera Advisor Networks
California
$753K -$42.3K -382 -5%
LTAS
221
Linden Thomas Advisory Services
North Carolina
$744K +$159K +1,432 +27%
DA
222
Duality Advisers
Florida
$734K -$1.39M -12,515 -65%
ZIG
223
Zurich Insurance Group
Switzerland
$730K
XT
224
XTX Topco
Cayman Islands
$712K +$387K +3,497 +119%
AIMC
225
Alley Investment Management Company
Illinois
$705K -$9.2K -83 -1%

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.