We are live on ! Find out more
PLUS icon

ePlus
PLUS

180 hedge funds and large institutions have $1.04B invested in ePlus in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2% more funds holding

Funds holding: 176 → 180 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $1.05B → $1.04B (-$6.41M)

0.85% less ownership

Funds ownership: 93.62% → 92.77% (-0.85%)

Holders
180
Holders Change
+4
Holders Change %
+2.27%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
65
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$5.77M
3
First Trust Advisors
First Trust Advisors
Illinois
+$2.85M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.65M
5
AC
AltraVue Capital
Washington
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.68M
2
WCM Investment Management
WCM Investment Management
California
-$4.71M
3
BlackRock
BlackRock
New York
-$3.3M
4
LCM
Legato Capital Management
California
-$3.14M
5
CPO
Cerity Partners OCIO
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
51
Chatham Capital Group
Georgia
$1.77M -$4.67K -100 -0.2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.71M -$840 -18 -0%
UBS Group
53
UBS Group
Switzerland
$1.69M +$443K +9,495 +33%
Millennium Management
54
Millennium Management
New York
$1.68M -$600K -12,860 -25%
AQR Capital Management
55
AQR Capital Management
Connecticut
$1.63M +$147K +3,155 +9%
JP Morgan Chase
56
JP Morgan Chase
New York
$1.58M -$509K -10,917 -23%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.55M +$867K +18,582 +114%
Canada Life
58
Canada Life
Manitoba, Canada
$1.51M +$9.8K +210 +0.6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.5M +$20.4K +438 +1%
MAM
60
Martingale Asset Management
Massachusetts
$1.39M +$225K +4,823 +18%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.39M +$5.27K +113 +0.4%
CS
62
Credit Suisse
Switzerland
$1.36M +$301K +6,462 +27%
UBS AM
63
UBS AM
Illinois
$1.31M – – –
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.27M +$200K +4,295 +18%
GC
65
Globeflex Capital
California
$1.24M – – –
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$1.22M -$896K -19,200 -41%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$1.13M – – –
PRCP
68
Pacific Ridge Capital Partners
Oregon
$1.11M -$933 -20 -0.1%
CNAM
69
Campbell Newman Asset Management
Wisconsin
$1.05M +$35.2K +754 +3%
LPL Financial
70
LPL Financial
California
$1.05M +$105K +2,255 +10%
CSS
71
Cubist Systematic Strategies
Connecticut
$1.03M +$653K +14,003 +150%
Barclays
72
Barclays
United Kingdom
$1.03M +$24K +514 +2%
ZB
73
Zions Bancorporation
Utah
$984K +$116K +2,489 +13%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$961K +$52.9K +1,134 +6%
Norges Bank
75
Norges Bank
Norway
$837K +$882K +18,900 New
1 2
3
4 5

PLUS Hedge Fund Activity: Q4 2022 in Review

180 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2022, worth a combined $1.04B — down 0.61% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PLUS positions and 16 closed out — a net gain of 8 holders — while 65 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was T. Rowe Price Associates, cutting an estimated $6.68M.

  • 180 institutional investors held ePlus (PLUS) as of Q4 2022, up from 176 in Q3 2022.
  • Funds reported $1.04B of ePlus stock for Q4 2022, down 0.61% quarter-over-quarter.
  • 24 funds opened new ePlus positions in Q4 2022 and 16 closed out, a net change of +8 holders.
  • The largest ePlus buyer in Q4 2022 was Morgan Stanley, an estimated $29M added.
  • The largest ePlus seller in Q4 2022 was T. Rowe Price Associates, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2022.