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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
Capital World Investors
1
Capital World Investors
California
$582M +$11.2M +99,534 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$563M +$10.1M +89,717 +2%
BlackRock
3
BlackRock
New York
$454M -$3.89M -34,714 -0.7%
State Street
4
State Street
Massachusetts
$389M -$40M -357,137 -8%
Boston Partners
5
Boston Partners
Massachusetts
$253M +$8.54M +76,223 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M -$5.64M -50,282 -2%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$204M -$2.05M -18,282 -0.8%
VanEck Associates
8
VanEck Associates
New York
$164M -$6.33M -56,463 -3%
CIM
9
Confluence Investment Management
Missouri
$105M +$1.05M +9,354 +0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$95.1M -$694K -6,195 -0.6%
Morgan Stanley
11
Morgan Stanley
New York
$74.3M -$32.1M -286,456 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$68.5M +$766K +6,832 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$62.4M -$1.67M -14,938 -2%
GKIM
14
GW&K Investment Management
Massachusetts
$50.4M +$5.53M +49,324 +10%
Fisher Asset Management
15
Fisher Asset Management
Washington
$46.1M -$1.01M -9,017 -2%
MPI
16
Mairs & Power Inc
Minnesota
$45.6M -$10.5K -94 -0%
Macquarie Group
17
Macquarie Group
Australia
$45.3M -$2.69M -24,034 -5%
RRAM
18
River Road Asset Management
Kentucky
$43.3M -$1M -8,935 -2%
SAM
19
Southernsun Asset Management
Tennessee
$41.8M -$415K -3,702 -0.8%
Northern Trust
20
Northern Trust
Illinois
$41.3M -$262K -2,333 -0.5%
Norges Bank
21
Norges Bank
Norway
$41.2M -$5.36M -47,794 -10%
RJA
22
Raymond James & Associates
Florida
$38.2M -$9.15M -81,625 -17%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$36.4M +$16M +142,312 +60%
Charles Schwab
24
Charles Schwab
California
$32.9M +$1.1M +9,830 +3%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$30.7M -$63.3M -564,825 -64%

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.