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POLY

Plantronics, Inc.

Delisted

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

152 hedge funds and large institutions have $1.28B invested in Plantronics, Inc. in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $4.26M

17% more capital invested

Capital invested by funds: $1.09B → $1.28B (+$183M)

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 161152 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
152
Holders Change
-9
Holders Change %
-5.59%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
50
Closed
24
Calls
$8.59M
Puts
$4.26M
Net Calls
+$4.33M
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$207M +$6.06M +219,119 +3%
BlackRock
2
BlackRock
New York
$196M +$7.48M +270,209 +4%
Primecap Management
3
Primecap Management
California
$186M +$191K +6,900 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$149M +$4.91M +177,433 +4%
DGI
5
Disciplined Growth Investors
Minnesota
$75.1M -$1.35M -48,931 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$58.7M +$18.4M +665,187 +50%
State Street
7
State Street
Massachusetts
$42.2M +$3.01M +108,707 +8%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$34.3M -$652K -23,576 -2%
Invesco
9
Invesco
Georgia
$31.4M +$6.51M +235,328 +28%
Marshall Wace
10
Marshall Wace
United Kingdom
$23.2M +$21.9M +791,457 New
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$21.5M -$1.58M -56,937 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$20.7M +$917K +33,152 +5%
SI
13
Sapience Investments
California
$18.6M -$368K -13,310 -2%
PCM
14
Palisade Capital Management
New Jersey
$15.4M +$28.4K +1,028 +0.2%
Northern Trust
15
Northern Trust
Illinois
$14.2M -$3.4K -123 -0%
Charles Schwab
16
Charles Schwab
California
$14.1M +$74.7K +2,701 +0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.6M +$1.57M +56,730 +15%
Norges Bank
18
Norges Bank
Norway
$10.5M
Principal Financial Group
19
Principal Financial Group
Iowa
$8.35M -$120K -4,348 -2%
SCM
20
Stanley Capital Management
Texas
$7.73M +$2.28M +82,583 +46%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$6.96M -$94.8K -3,425 -1%
Deutsche Bank
22
Deutsche Bank
Germany
$6.7M +$756K +27,331 +14%
Morgan Stanley
23
Morgan Stanley
New York
$5.04M -$757K -27,367 -14%
N
24
Nuveen
North Carolina
$5.03M -$148K -5,348 -3%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$4.45M +$165K +5,952 +4%

POLY Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Plantronics, Inc. (POLY) for Q4 2021, worth a combined $1.28B — up 17% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of POLY and 16 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 57 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $21.9M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $7.56M sold.

  • 152 institutional investors held Plantronics, Inc. (POLY) as of Q4 2021, down from 161 in Q3 2021.
  • Funds reported $1.28B of Plantronics, Inc. stock for Q4 2021, up 17% quarter-over-quarter.
  • 16 funds opened new Plantronics, Inc. positions in Q4 2021 and 24 closed out, a net change of -8 holders.
  • The largest Plantronics, Inc. buyer in Q4 2021 was Marshall Wace, an estimated $21.9M added.
  • The largest Plantronics, Inc. seller in Q4 2021 was Cooper Creek Partners Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2021.