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POLY

Plantronics, Inc.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 147144 (-3)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
54
Reduced
41
Closed
22
Calls
$5.72M
Puts
$4.37M
Net Calls
+$1.34M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
1
Siris Capital Group
New York
$104M
Primecap Management
2
Primecap Management
California
$87.9M +$415K +31,800 +0.5%
BlackRock
3
BlackRock
New York
$76.2M +$1.61M +123,720 +2%
Ameriprise
4
Ameriprise
Minnesota
$58.2M +$8.53M +654,311 +20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$53.5M +$1.97M +151,249 +4%
DGI
6
Disciplined Growth Investors
Minnesota
$23.4M -$7.52M -576,994 -27%
State Street
7
State Street
Massachusetts
$18.4M +$1.25M +96,026 +8%
SI
8
Sapience Investments
California
$15M +$2.07M +158,947 +18%
Pzena Investment Management
9
Pzena Investment Management
New York
$12.7M -$6.5M -498,266 -37%
Federated Hermes
10
Federated Hermes
Pennsylvania
$12.3M +$2.42M +185,267 +29%
Morgan Stanley
11
Morgan Stanley
New York
$11.2M +$7.05M +540,848 +242%
Norges Bank
12
Norges Bank
Norway
$8.64M
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$8.09M -$707K -54,203 -9%
Northern Trust
14
Northern Trust
Illinois
$8.02M -$225K -17,225 -3%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$7.64M +$6.79M +520,507 New
Charles Schwab
16
Charles Schwab
California
$7.23M +$10.6K +812 +0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.99M +$249K +19,077 +4%
Macquarie Group
18
Macquarie Group
Australia
$6.85M -$34.2K -2,625 -0.6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$6.48M +$193K +14,781 +3%
N
20
Nuveen
North Carolina
$5.83M +$3.22M +246,627 +164%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.38M -$1.33M -102,003 -22%
Invesco
22
Invesco
Georgia
$5.15M +$811K +62,214 +22%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$4.65M -$553K -42,380 -12%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.66M +$11K +847 +0.3%
PCM
25
Palisade Capital Management
New Jersey
$3.48M +$15.5K +1,188 +0.5%

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.