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POLY

Plantronics, Inc.

Delisted

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

221 hedge funds and large institutions have $1.88B invested in Plantronics, Inc. in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $8.4M | Put options by funds: $3.8M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

20% more capital invested

Capital invested by funds: $1.57B → $1.88B (+$312M)

1% more funds holding

Funds holding: 218221 (+3)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
5.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
68
Reduced
78
Closed
25
Calls
$8.4M
Puts
$3.8M
Net Calls
+$4.59M
Net Calls Change
+$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
201
Financial Gravity Asset Management
Texas
$12K +$9.87K +177 New
GAM
202
Gemmer Asset Management
California
$10K
SPIA
203
Steward Partners Investment Advisory
New York
$9K
Royal Bank of Canada
204
Royal Bank of Canada
Ontario, Canada
$8K -$41.6K -746 -85%
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$8K
ST
206
Smithfield Trust
Pennsylvania
$7K
RCAG
207
Rehmann Capital Advisory Group
Michigan
$7K +$6.75K +121 New
BFEC
208
Benjamin F. Edwards & Company
Missouri
$6K
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$6K
CG
210
Cutler Group
California
$6K +$5.58K +100 New
AssetMark Inc
211
AssetMark Inc
California
$5K +$558 +10 +12%
FMA
212
FNY Managed Accounts
New York
$3K +$2.85K +51 New
Parallax Volatility Advisers
213
Parallax Volatility Advisers
California
$2K -$277K -4,964 -99%
SWP
214
Stratos Wealth Partners
Ohio
$2K
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$1K -$167 -3 -16%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$1K
CAW
217
Cornerstone Advisors (Washington)
Washington
$1K
IA
218
IFP Advisors
Florida
$1K
QCG
219
Quadrant Capital Group
Ohio
$1K
VNA
220
Valley National Advisers
Pennsylvania
$1K
DIA
221
Dean Investment Associates
Ohio
-$3.18M -63,095 Closed
DCM
222
Dean Capital Management
Kansas
-$2.3M -45,610 Closed
SCA
223
Secor Capital Advisors
New York
-$2.12M -42,087 Closed
3C
224
361 Capital
Colorado
-$2.07M -41,152 Closed
CSS
225
Cubist Systematic Strategies
Connecticut
-$891K -17,687 Closed

POLY Hedge Fund Activity: Q1 2018 in Review

221 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Plantronics, Inc. (POLY) for Q1 2018, worth a combined $1.88B — up 20% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new POLY positions and 25 closed out — a net gain of 8 holders — while 68 added to existing stakes and 78 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $11.8M. The largest seller was Bank of New York Mellon, cutting an estimated $11.3M.

  • 221 institutional investors held Plantronics, Inc. (POLY) as of Q1 2018, up from 218 in Q4 2017.
  • Funds reported $1.88B of Plantronics, Inc. stock for Q1 2018, up 20% quarter-over-quarter.
  • 33 funds opened new Plantronics, Inc. positions in Q1 2018 and 25 closed out, a net change of +8 holders.
  • The largest Plantronics, Inc. buyer in Q1 2018 was Acadian Asset Management, an estimated $11.8M added.
  • The largest Plantronics, Inc. seller in Q1 2018 was Bank of New York Mellon, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.