Plantronics, Inc.
POLY
POLY was delisted on the 26th of August, 2022.
144 hedge funds and large institutions have $619M invested in Plantronics, Inc. in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
42% more capital invested
Capital invested by funds: $435M → $619M (+$184M)
32% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 41
31% more call options, than puts
Call options by funds: $5.72M | Put options by funds: $4.37M
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
2% less funds holding
Funds holding: 147 → 144 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.53M |
| 2 |
Morgan Stanley
New York
|
+$7.05M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$6.79M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.22M |
| 5 |
JP Morgan Chase
New York
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.97M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$7.52M |
| 3 |
TAM
TFG Asset Management
Grand Cayman,
Cayman Islands
|
-$7.04M |
| 4 |
Pzena Investment Management
New York
|
-$6.5M |
| 5 |
Squarepoint
New York
|
-$4.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$110K | -10,900 | Closed |
|
|
SM
152
Sciencast Management
Princeton,
New Jersey
| – | -$81K | -10,600 | Closed |
|
|
MERSOM
153
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$102K | -10,140 | Closed |
|
154
Victory Capital Management
San Antonio,
Texas
| – | -$76K | -7,470 | Closed |
|
|
GC
155
Globeflex Capital
San Diego,
California
| – | -$71K | -7,039 | Closed |
|
|
AIM
156
Aigen Investment Management
New York
| – | -$46K | -4,593 | Closed |
|
|
HIIFS
157
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$31K | -3,100 | Closed |
|
|
FMT
158
First Mercantile Trust
Cordova,
Tennessee
| – | -$7K | -680 | Closed |
|
|
LC
159
Lindbrook Capital
Calabasas,
California
| – | -$1.37K | -105 | -86% |
|
|
QCG
160
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$639 | -49 | -60% |
|
|
OPS
161
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$574 | -44 | -94% |
|
|
FGAM
162
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$353 | -35 | Closed |
|
POLY Hedge Fund Activity: Q2 2020 in Review
144 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Plantronics, Inc. (POLY) for Q2 2020, worth a combined $619M — up 42% from $435M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of POLY and 20 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 54 added.
The largest buyer was Ameriprise, adding an estimated $8.53M. The largest seller was Fidelity Investments, exiting entirely with an estimated $8.97M sold.
- 144 institutional investors held Plantronics, Inc. (POLY) as of Q2 2020, down from 147 in Q1 2020.
- Funds reported $619M of Plantronics, Inc. stock for Q2 2020, up 42% quarter-over-quarter.
- 20 funds opened new Plantronics, Inc. positions in Q2 2020 and 22 closed out, a net change of -2 holders.
- The largest Plantronics, Inc. buyer in Q2 2020 was Ameriprise, an estimated $8.53M added.
- The largest Plantronics, Inc. seller in Q2 2020 was Fidelity Investments, an estimated $8.97M sold.
Based on aggregated 13F filings for Q2 2020.