Plantronics, Inc.
POLY
POLY was delisted on the 26th of August, 2022.
227 hedge funds and large institutions have $1.82B invested in Plantronics, Inc. in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 21 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
190% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 21
43% more capital invested
Capital invested by funds: $1.27B → $1.82B (+$547M)
21% more funds holding
Funds holding: 188 → 227 (+39)
16% more call options, than puts
Call options by funds: $14.6M | Put options by funds: $12.6M
9% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
+$18.9M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$18.6M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$14.8M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$8.64M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$47.5M |
| 2 |
BlackRock
New York
|
-$13.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$7.24M |
| 5 |
Morgan Stanley
New York
|
-$7.13M |
POLY Hedge Fund Activity: Q1 2019 in Review
227 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Plantronics, Inc. (POLY) for Q1 2019, worth a combined $1.82B — up 43% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new POLY positions and 21 closed out — a net gain of 40 holders — while 61 added to existing stakes and 67 trimmed.
The largest buyer was Lakewood Capital Management, opening a new position worth an estimated $18.9M. The largest seller was Renaissance Technologies, cutting an estimated $47.5M.
- 227 institutional investors held Plantronics, Inc. (POLY) as of Q1 2019, up from 188 in Q4 2018.
- Funds reported $1.82B of Plantronics, Inc. stock for Q1 2019, up 43% quarter-over-quarter.
- 61 funds opened new Plantronics, Inc. positions in Q1 2019 and 21 closed out, a net change of +40 holders.
- The largest Plantronics, Inc. buyer in Q1 2019 was Lakewood Capital Management, an estimated $18.9M added.
- The largest Plantronics, Inc. seller in Q1 2019 was Renaissance Technologies, an estimated $47.5M sold.
Based on aggregated 13F filings for Q1 2019.