Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

POLARIS INC (PII)

459 + Investors. Track Smart Money conviction in PII. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — PII

Based on 437 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PII than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
437 hedge funds hold PII right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

221 buying211 selling
Last quarter: 221 funds bought or added vs 211 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PII position: 55 → 87 → 80 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 19% new
282 out of 437 hedge funds have held PII for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +117%, value +13%

Value
+12%
Shares
+117%
Last quarter: funds added +117% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

80 → 55 → 87 → 80 → 87 new funds/Q
New funds entering each quarter: 55 → 87 → 80 → 87. A growing number of institutions are discovering PII each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 6% 1-2yr ■ 22% new
Of 459 current holders: 332 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
41 of 437 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PII. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PII

How many hedge funds hold PII — quarterly history vs. share price
Quarterly hedge fund ownership of PII vs. share price

Market Analysis: PII

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PII

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 1 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: PII
2026 Q1 Stats Unlock in 17 days 459 + Investors

Track Smart Money conviction in PII. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 459 427 7.49%
13F Shares 123M 57M 117.26%
Total Value $3.72B $3.30B 12.72%
New Positions 88 82 +6
Increased Positions 160 143 +17
Closed Positions 55 64 -9
Reduced Positions 197 184 +13
Total Calls 14 15 -6.67%
Total Puts 14 17 -17.65%
PUT/CALL Ratio 1.0 1.13 Neutral

Statistics: PII

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

459 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PII. Verified SEC 13F-HR filings.

Top 25 institutional holders of PII — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Auto-Owners Insurance Co 1.18% 1,035,000 $56.4M
2 SummerHaven Investment Management, LLC 0.50% 14,926 $813K
3 Segment Wealth Management, LLC 0.49% 152,346 $8.3M
4 MITCHELL & PAHL PRIVATE WEALTH, LLC 0.32% 14,285 $779K
5 CPC Advisors, LLC 0.28% 31,769 $1.7M
6 NORTHBRIDGE FINANCIAL GROUP, LLC 0.21% 8,906 $492K
7 Wynn Capital, LLC 0.19% 6,740 $367K
8 Kessler Investment Group, LLC 0.13% 4,960 $270K
9 Investors Research Corp 0.13% 12,182 $664K
10 Family Capital Management, Inc. 0.10% 4,149 $226K
11 Probity Advisors, Inc. 0.09% 10,908 $594K
12 Balance Wealth, LLC 0.08% 4,500 $245K
13 KPP Advisory Services LLC 0.05% 6,441 $351K
14 NORTHWEST WEALTH MANAGEMENT, LLC 0.05% 5,704 $311K
15 Frank, Rimerman Advisors LLC 0.05% 13,043 $711K
16 AlphaQuest LLC 0.04% 12,165 $769K
17 Goldstone Financial Group, LLC 0.04% 7,117 $388K
18 Inspire Investing, LLC 0.04% 9,358 $510K
19 ProShare Advisors LLC 0.04% 488,920 $26.6M
20 SNS Financial Group, LLC 0.04% 8,380 $457K
21 Linden Thomas Advisory Services, LLC 0.03% 6,608 $360K
22 Optas, LLC 0.03% 4,193 $229K
23 Inscription Capital, LLC 0.03% 5,625 $307K
24 GAMMA Investing LLC 0.03% 11,461 $625K
25 RITHOLTZ WEALTH MANAGEMENT 0.03% 28,381 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — POLARIS INC (PII)

What does the Smart Money Trend signal show for PII?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PII than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PII?

Slight buying edge — 51% buying: Last quarter: 221 funds bought or added vs 211 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PII holders?

Elite ownership — 58% AUM from top-100 funds: 41 of 437 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PII. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PII?

65% of holders stayed for 2+ years: 282 out of 437 hedge funds have held PII for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.