Plantronics, Inc.
POLY
POLY was delisted on the 26th of August, 2022.
192 hedge funds and large institutions have $1.81B invested in Plantronics, Inc. in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 13 closing their positions.
63% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $686K
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
2% more funds holding
Funds holding: 189 → 192 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $1.88B → $1.81B (-$74.5M)
9% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$16M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.8M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$10.4M |
| 4 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$4.68M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WHV Investments
San Francisco,
California
|
-$14.2M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$13.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.3M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$9.26M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Walleye Trading
New York
| – | -$31K | -666 | Closed |
|
|
ASN
202
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -87 | Closed |
|
203
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -76 | Closed |
|
204
Creative Planning
Overland Park,
Kansas
| – | +$177 | +4 | New |
|
POLY Hedge Fund Activity: Q1 2014 in Review
192 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Plantronics, Inc. (POLY) for Q1 2014, worth a combined $1.81B — down 4% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new POLY positions and 13 closed out — a net gain of 5 holders — while 70 added to existing stakes and 77 trimmed.
The largest buyer was Royce & Associates, adding an estimated $16M. The largest seller was WHV Investments, cutting an estimated $14.2M.
- 192 institutional investors held Plantronics, Inc. (POLY) as of Q1 2014, up from 189 in Q4 2013.
- Funds reported $1.81B of Plantronics, Inc. stock for Q1 2014, down 4% quarter-over-quarter.
- 18 funds opened new Plantronics, Inc. positions in Q1 2014 and 13 closed out, a net change of +5 holders.
- The largest Plantronics, Inc. buyer in Q1 2014 was Royce & Associates, an estimated $16M added.
- The largest Plantronics, Inc. seller in Q1 2014 was WHV Investments, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2014.