POLYCOM INC
PLCM
PLCM was delisted on the 26th of September, 2016.
214 hedge funds and large institutions have $1.8B invested in POLYCOM INC in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 23 closing their positions.
153% more call options, than puts
Call options by funds: $5.43M | Put options by funds: $2.14M
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
17% more capital invested
Capital invested by funds: $1.53B → $1.8B (+$268M)
9% more funds holding
Funds holding: 197 → 214 (+17)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
+$50M |
| 2 |
AC
Ascend Capital
Orinda,
California
|
+$39.5M |
| 3 |
TCM
Tekne Capital Management
New York
|
+$35.7M |
| 4 |
Jennison Associates
New York
|
+$28.4M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$88.3M |
| 2 |
SV
Starboard Value
New York
|
-$55.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.5M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$22M |
| 5 |
Coatue Management
New York
|
-$18.3M |
PLCM Hedge Fund Activity: Q1 2014 in Review
214 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in POLYCOM INC (PLCM) for Q1 2014, worth a combined $1.8B — up 17% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PLCM positions and 23 closed out — a net gain of 18 holders — while 56 added to existing stakes and 91 trimmed.
The largest buyer was Soros Fund Management, adding an estimated $50M. The largest seller was Goldman Sachs, cutting an estimated $88.3M.
- 214 institutional investors held POLYCOM INC (PLCM) as of Q1 2014, up from 197 in Q4 2013.
- Funds reported $1.8B of POLYCOM INC stock for Q1 2014, up 17% quarter-over-quarter.
- 41 funds opened new POLYCOM INC positions in Q1 2014 and 23 closed out, a net change of +18 holders.
- The largest POLYCOM INC buyer in Q1 2014 was Soros Fund Management, an estimated $50M added.
- The largest POLYCOM INC seller in Q1 2014 was Goldman Sachs, an estimated $88.3M sold.
Based on aggregated 13F filings for Q1 2014.