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POLY

Plantronics, Inc.

Delisted

POLY was delisted on the 26th of August, 2022.

147 hedge funds and large institutions have $435M invested in Plantronics, Inc. in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 34

6% less funds holding

Funds holding: 156147 (-9)

20% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 35

23% less call options, than puts

Call options by funds: $4.75M | Put options by funds: $6.15M

62% less capital invested

Capital invested by funds: $1.15B → $435M (-$717M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
35
Calls
$4.75M
Puts
$6.15M
Net Calls
-$1.4M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$2.5M -$5.27M -282,171 -53%
PCM
27
Palisade Capital Management
New Jersey
$2.37M +$271K +14,512 +7%
Barclays
28
Barclays
United Kingdom
$2.36M +$3.25M +174,205 +288%
Morgan Stanley
29
Morgan Stanley
New York
$2.25M -$898K -48,090 -18%
Goldman Sachs
30
Goldman Sachs
New York
$2.07M +$1.35M +72,556 +55%
Bank of America
31
Bank of America
North Carolina
$1.53M +$1.44M +77,327 +104%
N
32
Nuveen
North Carolina
$1.52M +$177K +9,458 +7%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$1.45M -$26.8K -1,435 -1%
Deutsche Bank
34
Deutsche Bank
Germany
$1.35M +$492K +26,365 +24%
TSW
35
Thompson Siegel & Walmsley
Virginia
$1.34M -$2.44M -130,548 -49%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.31M +$98.1K +5,254 +4%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.26M +$22.1K +1,183 +1%
PPA
38
Parametric Portfolio Associates
Washington
$1.14M +$692K +37,052 +49%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.07M -$145K -7,741 -7%
Nomura Holdings
40
Nomura Holdings
Japan
$1.01M +$1.87M +100,000 New
Legal & General Group
41
Legal & General Group
United Kingdom
$1.01M +$915 +49 +0%
QIM
42
Quantitative Investment Management
Virginia
$921K +$1.71M +91,640 New
PIM
43
Profit Investment Management
Maryland
$814K
JG
44
Jefferies Group
New York
$798K +$1.48M +79,283 New
CSS
45
Cubist Systematic Strategies
Connecticut
$790K +$1.47M +78,521 New
WT
46
Whittier Trust
California
$764K -$933 -50 -0.1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$759K -$277K -14,843 -16%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$751K
Wells Fargo
49
Wells Fargo
California
$738K -$426K -22,828 -24%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$737K

POLY Hedge Fund Activity: Q1 2020 in Review

147 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Plantronics, Inc. (POLY) for Q1 2020, worth a combined $435M — down 62% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of POLY and 28 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 67 added.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $25.4M. The largest seller was Russell Investments Group, exiting entirely with an estimated $38M sold.

  • 147 institutional investors held Plantronics, Inc. (POLY) as of Q1 2020, down from 156 in Q4 2019.
  • Funds reported $435M of Plantronics, Inc. stock for Q1 2020, down 62% quarter-over-quarter.
  • 28 funds opened new Plantronics, Inc. positions in Q1 2020 and 35 closed out, a net change of -7 holders.
  • The largest Plantronics, Inc. buyer in Q1 2020 was Pzena Investment Management, an estimated $25.4M added.
  • The largest Plantronics, Inc. seller in Q1 2020 was Russell Investments Group, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2020.