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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
Capital World Investors
1
Capital World Investors
California
$624M +$10.5M +100,770 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$592M -$2.98M -28,645 -0.5%
BlackRock
3
BlackRock
New York
$490M +$10.5M +100,509 +2%
State Street
4
State Street
Massachusetts
$452M +$42.5M +407,582 +10%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M +$1.29M +12,370 +0.5%
BGC
6
Beutel, Goodman & Co
Ontario, Canada
$215M -$763K -7,325 -0.3%
Boston Partners
7
Boston Partners
Massachusetts
$204M -$65.5M -628,489 -24%
VanEck Associates
8
VanEck Associates
New York
$171M -$2.99M -28,679 -2%
CIM
9
Confluence Investment Management
Missouri
$113M +$2.06M +19,743 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$93.7M -$6.9M -66,198 -7%
Morgan Stanley
11
Morgan Stanley
New York
$86.3M +$8.08M +77,592 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$74.5M +$2.2M +21,128 +3%
Millennium Management
13
Millennium Management
New York
$66.8M +$64.5M +619,406 +1,474%
GKIM
14
GW&K Investment Management
Massachusetts
$51.8M -$1.4M -13,431 -3%
Norges Bank
15
Norges Bank
Norway
$49M +$5.71M +54,801 +13%
RRAM
16
River Road Asset Management
Kentucky
$46.7M +$1.05M +10,100 +2%
Macquarie Group
17
Macquarie Group
Australia
$45.9M -$2M -19,176 -4%
Northern Trust
18
Northern Trust
Illinois
$42.5M -$1.12M -10,781 -2%
SAM
19
Southernsun Asset Management
Tennessee
$41.5M -$2.72M -26,135 -6%
RJA
20
Raymond James & Associates
Florida
$40.7M +$298K +2,862 +0.7%
MPI
21
Mairs & Power Inc
Minnesota
$39.6M -$8.84M -84,863 -18%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$38.7M +$31.8M +305,200 +393%
ProShare Advisors
23
ProShare Advisors
Maryland
$35.2M +$12.2M +117,488 +51%
Charles Schwab
24
Charles Schwab
California
$35.1M +$461K +4,429 +1%
Brown Advisory
25
Brown Advisory
Maryland
$32.7M +$5.51M +52,868 +20%

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.