Plantronics, Inc.
POLY
POLY was delisted on the 26th of August, 2022.
203 hedge funds and large institutions have $1.49B invested in Plantronics, Inc. in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 47 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 63
5% less call options, than puts
Call options by funds: $14.6M | Put options by funds: $15.4M
11% less funds holding
Funds holding: 227 → 203 (-24)
18% less capital invested
Capital invested by funds: $1.81B → $1.49B (-$325M)
45% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 47
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$46.6M |
| 2 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$22.1M |
| 3 |
LCM
Lakewood Capital Management
New York
|
+$19.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19.6M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$19.6M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$15.8M |
| 3 |
Renaissance Technologies
New York
|
-$12.5M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$9.59M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$8.52M |
POLY Hedge Fund Activity: Q2 2019 in Review
203 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Plantronics, Inc. (POLY) for Q2 2019, worth a combined $1.49B — down 18% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of POLY and 26 opened new positions — a net loss of 21 holders — while 63 trimmed existing stakes and 87 added.
The largest buyer was Epoch Investment Partners, adding an estimated $46.6M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $19.6M sold.
- 203 institutional investors held Plantronics, Inc. (POLY) as of Q2 2019, down from 227 in Q1 2019.
- Funds reported $1.49B of Plantronics, Inc. stock for Q2 2019, down 18% quarter-over-quarter.
- 26 funds opened new Plantronics, Inc. positions in Q2 2019 and 47 closed out, a net change of -21 holders.
- The largest Plantronics, Inc. buyer in Q2 2019 was Epoch Investment Partners, an estimated $46.6M added.
- The largest Plantronics, Inc. seller in Q2 2019 was Intrinsic Edge Capital Management, an estimated $19.6M sold.
Based on aggregated 13F filings for Q2 2019.