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ePlus
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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
SOADOR
76
State of Alaska Department of Revenue
Alaska
$829K +$5.5K +118 +0.6%
TPSF
77
Texas Permanent School Fund
Texas
$801K -$58.5K -1,254 -6%
CIC
78
Cornercap Investment Counsel
Georgia
$769K +$811K +17,375 New
YCM
79
Yousif Capital Management
Michigan
$755K -$216K -4,620 -21%
Franklin Resources
80
Franklin Resources
California
$744K +$9.89K +212 +1%
SEI Investments
81
SEI Investments
Pennsylvania
$739K +$19.6K +420 +3%
SO
82
STRS Ohio
Ohio
$730K – – –
Citigroup
83
Citigroup
New York
$726K -$19.9K -426 -3%
SIM
84
SummerHaven Investment Management
Connecticut
$673K +$10K +215 +1%
AIG
85
American International Group
New York
$639K -$5.27K -113 -0.8%
MIM
86
MetLife Investment Management
New Jersey
$611K -$42.7K -916 -6%
Deutsche Bank
87
Deutsche Bank
Germany
$603K +$84.5K +1,812 +15%
EGM
88
Engineers Gate Manager
New York
$581K +$612K +13,119 New
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$567K – – –
AB
90
Amalgamated Bank
New York
$566K – – –
Squarepoint
91
Squarepoint
New York
$555K -$2.04M -43,625 -78%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$538K +$566K +12,141 New
Jane Street
93
Jane Street
New York
$532K +$233K +4,986 +71%
PCM
94
Perkins Capital Management
Minnesota
$531K – – –
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$527K -$149K -3,200 -21%
American Century Companies
96
American Century Companies
Missouri
$513K +$66.1K +1,416 +14%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$502K – – –
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$492K +$4.9K +105 +1%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$480K +$205K +4,400 +68%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$472K -$9.33K -200 -2%
2 3
4
5 6

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.