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461 hedge funds and large institutions have $4.79B invested in Polaris in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 155 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $4.58B → $4.79B (+$206M)

2% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 155

0.85% less ownership

Funds ownership: 85.58%84.74% (-0.85%)

3% less funds holding

Funds holding: 474461 (-13)

12% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 73

24% less call options, than puts

Call options by funds: $51.2M | Put options by funds: $67.7M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
461
Holders Change
-13
Holders Change %
-2.74%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
64
Increased
158
Reduced
155
Closed
73
Calls
$51.2M
Puts
$67.7M
Net Calls
-$16.5M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$677M +$148K +1,612 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$591M +$8.7M +94,680 +2%
BlackRock
3
BlackRock
New York
$466M +$5.18M +56,435 +1%
State Street
4
State Street
Massachusetts
$298M -$20.6M -224,486 -7%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$258M +$33.1M +360,567 +16%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$234M -$7.34M -79,867 -3%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$110M +$34.3M +372,939 +51%
CIM
8
Confluence Investment Management
Missouri
$109M +$1.19M +12,956 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$88.8M +$3.3M +35,914 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$85.9M +$2.92M +31,832 +4%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$85M +$77.2M +840,925 +10,542%
Morgan Stanley
12
Morgan Stanley
New York
$66.2M -$25.5M -278,076 -30%
Invesco
13
Invesco
Georgia
$65.9M +$27.5M +299,142 +83%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$58.8M -$4.97M -54,105 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$58M -$3.56M -38,763 -6%
RRAM
16
River Road Asset Management
Kentucky
$53.2M +$13.5M +146,458 +38%
Macquarie Group
17
Macquarie Group
Australia
$48.2M +$839K +9,132 +2%
Brown Advisory
18
Brown Advisory
Maryland
$43.8M +$5.99M +65,224 +18%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$42.9M -$17M -185,552 -30%
RJA
20
Raymond James & Associates
Florida
$40.6M +$2.36M +25,685 +7%
GKIM
21
GW&K Investment Management
Massachusetts
$39M -$402K -4,379 -1%
Charles Schwab
22
Charles Schwab
California
$37.1M +$1.13M +12,337 +3%
MPI
23
Mairs & Power Inc
Minnesota
$36.6M -$389K -4,231 -1%
Northern Trust
24
Northern Trust
Illinois
$34.1M -$5.96M -64,867 -16%
LSV Asset Management
25
LSV Asset Management
Illinois
$34M +$7.18M +78,178 +30%

PII Hedge Fund Activity: Q1 2024 in Review

461 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2024, worth a combined $4.79B — up 4.5% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of PII and 64 opened new positions — a net loss of 9 holders — while 155 trimmed existing stakes and 158 added.

The largest buyer was Pacer Advisors, adding an estimated $77.2M. The largest seller was Boston Partners, exiting entirely with an estimated $109M sold.

  • 461 institutional investors held Polaris (PII) as of Q1 2024, down from 474 in Q4 2023.
  • Funds reported $4.79B of Polaris stock for Q1 2024, up 4.5% quarter-over-quarter.
  • 64 funds opened new Polaris positions in Q1 2024 and 73 closed out, a net change of -9 holders.
  • The largest Polaris buyer in Q1 2024 was Pacer Advisors, an estimated $77.2M added.
  • The largest Polaris seller in Q1 2024 was Boston Partners, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2024.