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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
Osaic Holdings
126
Osaic Holdings
Arizona
$14K +$23.8K +1,275 New
VCM
127
Versant Capital Management
Arizona
$12K +$22.3K +1,193 New
LIA
128
LS Investment Advisors
Michigan
$10K
SWA
129
Sutton Wealth Advisors
Florida
$9.49K +$6.76K +362 +62%
FMT
130
First Mercantile Trust
Tennessee
$7K -$14.2K -760 -53%
LWCFA
131
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$6K
CFG
133
Citizens Financial Group
Rhode Island
$4K +$6.78K +363 New
MAM
134
Meeder Asset Management
Ohio
$4K +$6.98K +374 +1,133%
APA
135
American Portfolios Advisors
New York
$2.72K
BFEC
136
Benjamin F. Edwards & Company
Missouri
$1K
PFBT
137
Parkside Financial Bank & Trust
Missouri
$1K +$541 +29 +64%
TWA
138
TCI Wealth Advisors
Arizona
$1K +$1.53K +82 New
HIA
139
Harbor Investment Advisory
Maryland
$1K +$1.77K +95 +4,750%
LC
140
Lindbrook Capital
California
$1K +$2.28K +122 New
FGAM
141
Financial Gravity Asset Management
Texas
$353 -$75 -4 -10%
Russell Investments Group
142
Russell Investments Group
United Kingdom
-$38M -1,390,776 Closed
DRZID
143
DePrince Race & Zollo Inc (DRZ)
Florida
-$37.9M -1,386,782 Closed
GF
144
Greenhouse Funds
Maryland
-$16.3M -595,075 Closed
Lord, Abbett & Co
145
Lord, Abbett & Co
New Jersey
-$9.48M -346,849 Closed
GC
146
GMT Capital
Georgia
-$6.96M -254,500 Closed
KCM
147
Kennedy Capital Management
Missouri
-$5.87M -214,868 Closed
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
-$5.54M -202,445 Closed
AQR Capital Management
149
AQR Capital Management
Connecticut
-$5.44M -199,521 Closed
PCM
150
Peregrine Capital Management
Minnesota
-$4.22M -154,322 Closed

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.