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216 hedge funds and large institutions have $1.6B invested in ePlus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 89 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $140K

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $1.41B → $1.6B (+$187M)

10% more funds holding

Funds holding: 196216 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 93.52%93.51% (-0.01%)

26% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 89

Holders
216
Holders Change
+20
Holders Change %
+10.2%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
66
Reduced
89
Closed
11
Calls
$1.02M
Puts
$140K
Net Calls
+$876K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.23M -$481K -7,786 -5%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$8.36M -$87.7K -1,420 -1%
Goldman Sachs
28
Goldman Sachs
New York
$7.66M -$627K -10,163 -8%
NC
29
Nicholas Company
Wisconsin
$7.49M -$447K -7,235 -6%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$6.82M +$427K +6,917 +7%
Bank of America
31
Bank of America
North Carolina
$6.49M -$1.36M -21,978 -18%
PFC
32
Phocas Financial Corp
California
$6.4M +$2.75M +44,574 +79%
GIA
33
GHP Investment Advisors
Colorado
$6.16M -$296K -4,787 -5%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$6M -$1.58M -25,610 -21%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$5.89M +$484K +7,845 +9%
UIC
36
Uniplan Investment Counsel
Wisconsin
$5.88M -$1.14M -18,497 -17%
Citadel Advisors
37
Citadel Advisors
Florida
$5.84M -$223K -3,614 -4%
Truist Financial
38
Truist Financial
North Carolina
$5.6M -$260K -4,212 -5%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$5.31M +$20.1K +326 +0.4%
LCM
40
Legato Capital Management
California
$4.94M +$103K +1,671 +2%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.83M -$118K -1,915 -2%
AG
42
Algert Global
California
$4.71M +$500K +8,100 +12%
CSS
43
Cubist Systematic Strategies
Connecticut
$4.59M +$881K +14,263 +25%
CCMG
44
Clark Capital Management Group
Pennsylvania
$4.38M +$93.1K +1,508 +2%
Swedbank
45
Swedbank
Sweden
$4.07M +$3.96M +64,145 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.75M +$24.7K +400 +0.7%
American Century Companies
47
American Century Companies
Missouri
$3.73M +$2.49M +40,259 +217%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.51M -$2.35K -38 -0.1%
Wells Fargo
49
Wells Fargo
California
$3.28M -$10.4M -168,644 -77%
Comerica Bank
50
Comerica Bank
Texas
$3.25M +$3.16M +51,158 New