Fund Insights
Common Fund Bets
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Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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NCCM
Nine Chapters Capital Management’s
ePlus
PLUS
Stock Holding History
Nine Chapters Capital Management’s Portfolio
PLUS Stock Details
PLUS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q2
–
Sell
-56,000
Closed
-$1.22M
–
1108
2015
Q1
$1.22M
Buy
56,000
+34,400
+159%
+$669K
0.1%
311
2014
Q4
$409K
Buy
+21,600
New
+$357K
0.04%
593
Other funds holding PLUS
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
NI
Numeric Investors
Boston, Massachusetts
$13.7B AUM
28.88%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
HA
Heartland Advisors
Milwaukee, Wisconsin
$1.96B AUM
28.26%
1-Year Est. Return
TAM
THB Asset Management
Norwalk, Connecticut
$440M AUM
59.59%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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