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461 hedge funds and large institutions have $6.02B invested in Polaris in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $5.63B → $6.02B (+$391M)

10% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $76M

1% less funds holding

Funds holding: 465461 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

1.54% less ownership

Funds ownership: 89.17%87.63% (-1.5%)

37% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 203

Holders
461
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
7.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
127
Reduced
203
Closed
49
Calls
$83.3M
Puts
$76M
Net Calls
+$7.29M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$748M +$97.3K +880 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$696M -$8.49M -76,845 -1%
BlackRock
3
BlackRock
New York
$560M -$26.3M -238,107 -5%
State Street
4
State Street
Massachusetts
$475M -$51.7M -468,208 -11%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275M -$14.6M -131,697 -5%
VanEck Associates
6
VanEck Associates
New York
$271M +$45.3M +410,140 +22%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$269M +$5.56M +50,301 +2%
Boston Partners
8
Boston Partners
Massachusetts
$213M -$28.7M -259,976 -13%
CIM
9
Confluence Investment Management
Missouri
$135M -$1.21M -10,941 -1%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$117M +$47.5M +429,581 +80%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$117M +$2.41M +21,844 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$95.4M +$2.95M +26,689 +4%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$81.6M +$26.1M +235,864 +54%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$80M +$1.88M +16,979 +3%
Morgan Stanley
15
Morgan Stanley
New York
$77.1M +$14.3M +129,170 +25%
RJA
16
Raymond James & Associates
Florida
$60.7M +$2.78M +25,161 +5%
RRAM
17
River Road Asset Management
Kentucky
$55.8M -$45K -407 -0.1%
GKIM
18
GW&K Investment Management
Massachusetts
$52.5M -$9.55M -86,400 -17%
SAM
19
Southernsun Asset Management
Tennessee
$48.7M -$1.35M -12,198 -3%
Northern Trust
20
Northern Trust
Illinois
$48.5M -$2.52M -22,796 -5%
Norges Bank
21
Norges Bank
Norway
$46.2M -$12.3M -111,185 -23%
Macquarie Group
22
Macquarie Group
Australia
$46.2M -$4.18M -37,857 -9%
MPI
23
Mairs & Power Inc
Minnesota
$45.5M -$1.11M -10,049 -3%
Brown Advisory
24
Brown Advisory
Maryland
$43.1M +$877K +7,937 +2%
Charles Schwab
25
Charles Schwab
California
$41.6M -$725K -6,563 -2%

PII Hedge Fund Activity: Q2 2023 in Review

461 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2023, worth a combined $6.02B — up 6.9% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PII and 46 opened new positions — a net loss of 3 holders — while 203 trimmed existing stakes and 127 added.

The largest buyer was Arrowstreet Capital, adding an estimated $47.5M. The largest seller was State Street, cutting an estimated $51.7M.

  • 461 institutional investors held Polaris (PII) as of Q2 2023, down from 465 in Q1 2023.
  • Funds reported $6.02B of Polaris stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 46 funds opened new Polaris positions in Q2 2023 and 49 closed out, a net change of -3 holders.
  • The largest Polaris buyer in Q2 2023 was Arrowstreet Capital, an estimated $47.5M added.
  • The largest Polaris seller in Q2 2023 was State Street, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2023.