Plantronics, Inc.
POLY
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.
97% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 34
6% less funds holding
Funds holding: 156 → 147 (-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: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$25.4M |
| 2 |
Primecap Management
Pasadena,
California
|
+$16.9M |
| 3 |
SCG
Siris Capital Group
New York
|
+$14M |
| 4 |
TAM
TFG Asset Management
Grand Cayman,
Cayman Islands
|
+$13.1M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$38M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$37.9M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$16.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$9.48M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$8.49M |
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.