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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
DTL
201
Dynamic Technology Lab
Singapore
$916K +$131K +1,429 +17%
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$891K +$412K +4,500 +92%
URS
203
Utah Retirement Systems
Utah
$886K +$9.16K +100 +1%
VOYA Investment Management
204
VOYA Investment Management
Georgia
$883K -$151K -1,645 -15%
SFG
205
SNS Financial Group
Minnesota
$868K -$9.16K -100 -1%
US Bancorp
206
US Bancorp
Minnesota
$859K -$60.2K -657 -7%
MIS
207
Morningstar Investment Services
Illinois
$855K +$412K +4,500 +102%
Handelsbanken Fonder
208
Handelsbanken Fonder
Sweden
$853K
CIC
209
Chase Investment Counsel
Virginia
$852K +$824K +9,000 New
SNBOSD
210
Security National Bank of So Dak
Iowa
$850K +$22K +240 +3%
TC
211
Telemus Capital
Michigan
$847K +$327K +3,575 +67%
Citigroup
212
Citigroup
New York
$843K -$1.26M -13,721 -61%
CCIA
213
Campbell & Co Investment Adviser
Maryland
$838K +$471K +5,142 +139%
BPA
214
Beacon Pointe Advisors
California
$826K +$4.49K +49 +0.6%
EF
215
Empowered Funds
Pennsylvania
$822K +$285K +3,110 +56%
X
216
Xponance
Pennsylvania
$821K +$61.4K +670 +8%
UHC
217
Union Heritage Capital
Michigan
$808K
RSWM
218
Robertson Stephens Wealth Management
California
$806K
OTL
219
Oak Thistle LLC
New York
$802K +$280K +3,053 +56%
EP
220
Eudaimonia Partners
Tennessee
$795K -$4.86K -53 -0.6%
AC
221
AXQ Capital
New Jersey
$777K +$751K +8,200 New
OQS
222
Occudo Quantitative Strategies
Florida
$766K -$239K -2,604 -24%
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$756K -$36.4M -396,822 -98%
SBIA
224
Sheaff Brock Investment Advisors
Indiana
$739K
MPPW
225
Mitchell & Pahl Private Wealth
Oklahoma
$733K -$44.7K -488 -6%

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.