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ePlus
PLUS

Overview Fund Activity

240 hedge funds and large institutions have $1.92B invested in ePlus in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+8
Holders Change %
+3.45%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
73
Reduced
92
Closed
27
Calls
$731K
Puts
$360K
Net Calls
+$371K
Net Calls Change
-$918K

Top Buyers

1
MFS
1
Mirabella Financial Services
United Kingdom
$20M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$15.6M
3
Swedbank
3
Swedbank
Sweden
$11.1M
4
American Century Companies
4
American Century Companies
Missouri
$58.4M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.29M

Top Sellers

1
GC
1
Gobi Capital
California
$69.2M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$46.7M
3
RRAM
3
River Road Asset Management
Kentucky
$34.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.2M
5
Ameriprise
5
Ameriprise
Minnesota
$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$813 -$3.55K -48 -81%
PFBT
227
Parkside Financial Bank & Trust
Missouri
$813 – – –
NFSG
228
Newbridge Financial Services Group
Florida
$739 +$739 +10 New
LC
229
Lindbrook Capital
California
$591 – – –
LIS
230
Legacy Investment Solutions
Idaho
$423 +$423 +6 New
LWMI
231
Legacy Wealth Management (Idaho)
Idaho
$423 +$423 +6 New
LFG
232
Larson Financial Group
Missouri
$369 -$22.7K -307 -98%
RIL
233
Rothschild Investment LLC
Illinois
$369 -$1.85K -25 -83%
T
234
Transce3nd
Texas
$222 +$222 +3 New
AWM
235
Abound Wealth Management
Tennessee
$148 -$148 -2 -50%
GFPC
236
Global Financial Private Client
Florida
$74 +$74 +1 New
SS
237
SBI Securities
Japan
$74 +$74 +1 New
IA
238
IFP Advisors
Florida
$74 +$74 +1 New
SIC
239
SJS Investment Consulting
Ohio
$74 +$74 +1 New
CI
240
CX Institutional
Indiana
– -$3.26M -33,135 Closed
TI
241
Trexquant Investment
Connecticut
– -$2.26M -23,010 Closed
D.E. Shaw & Co
242
D.E. Shaw & Co
New York
– -$1.04M -10,619 Closed
SGAM
243
Smith Group Asset Management
Texas
– -$654K -6,650 Closed
TD Asset Management
244
TD Asset Management
Ontario, Canada
– -$613K -6,200 Closed
I
245
InceptionR
California
– -$563K -5,726 Closed
GC
246
Guggenheim Capital
Illinois
– -$525K -5,339 Closed
ECM
247
Everence Capital Management
Indiana
– -$448K -4,560 Closed
LFS
248
Legacy Financial Strategies
Kansas
– -$373K -3,790 Closed
GC
249
Globeflex Capital
California
– -$327K -3,328 Closed
BFM
250
Boothbay Fund Management
New York
– -$318K -3,230 Closed
7 8 9
10
11