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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
Capital World Investors
1
Capital World Investors
California
$684M +$153K +1,385 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$645M -$3.18M -28,702 -0.5%
BlackRock
3
BlackRock
New York
$539M +$1.9M +17,165 +0.4%
State Street
4
State Street
Massachusetts
$486M -$8.79M -79,361 -2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266M -$1.79M -16,118 -0.7%
BGC
6
Beutel, Goodman & Co
Ontario, Canada
$241M +$5.66M +51,111 +2%
Boston Partners
7
Boston Partners
Massachusetts
$224M +$1.13M +10,193 +0.5%
VanEck Associates
8
VanEck Associates
New York
$202M +$15.4M +139,194 +8%
CIM
9
Confluence Investment Management
Missouri
$125M +$330K +2,979 +0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$104M +$1.55M +13,980 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$84.3M +$2.74M +24,704 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$71.3M -$467K -4,214 -0.6%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$59.7M +$17.4M +156,864 +41%
GKIM
14
GW&K Investment Management
Massachusetts
$57.6M +$818K +7,385 +1%
Morgan Stanley
15
Morgan Stanley
New York
$56.2M -$38.3M -345,981 -40%
Norges Bank
16
Norges Bank
Norway
$54.6M +$922K +8,324 +2%
RJA
17
Raymond James & Associates
Florida
$52.8M +$8.23M +74,327 +18%
RRAM
18
River Road Asset Management
Kentucky
$51M -$107K -962 -0.2%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$48.5M +$16.6M +149,926 +52%
Northern Trust
20
Northern Trust
Illinois
$46.9M +$416K +3,754 +0.9%
Macquarie Group
21
Macquarie Group
Australia
$46.4M -$3.81M -34,417 -8%
SAM
22
Southernsun Asset Management
Tennessee
$45.9M +$506K +4,565 +1%
MPI
23
Mairs & Power Inc
Minnesota
$42.7M -$684K -6,178 -2%
Charles Schwab
24
Charles Schwab
California
$38.8M +$275K +2,478 +0.7%
Brown Advisory
25
Brown Advisory
Maryland
$38.6M +$2.8M +25,246 +8%

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.