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168 hedge funds and large institutions have $1.03B invested in ePlus in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $946M → $1.03B (+$88.3M)

0% more funds holding

Funds holding: 168168 (0)

2.47% less ownership

Funds ownership: 184.06%181.59% (-2.5%)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

22% less call options, than puts

Call options by funds: $328K | Put options by funds: $422K

Holders
168
Holders Change
Holders Change %
0%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
58
Reduced
65
Closed
17
Calls
$328K
Puts
$422K
Net Calls
-$94K
Net Calls Change
+$682K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$343K +$105K +2,584 +46%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$326K +$142K +3,484 +82%
BCM
128
Bayesian Capital Management
New York
$309K +$299K +7,328 New
FMBTD
129
First Midwest Bank Trust Division
Illinois
$305K -$26.6K -652 -8%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$297K +$220K +5,400 +327%
LPL Financial
131
LPL Financial
California
$288K -$80.4K -1,974 -23%
OAM
132
Oberweis Asset Management
Illinois
$287K +$277K +6,800 New
CPO
133
Cerity Partners OCIO
New York
$244K +$235K +5,768 New
Grantham, Mayo, Van Otterloo & Co (GMO)
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$236K +$228K +5,600 New
PAM
135
Panagora Asset Management
Massachusetts
$225K -$36.5K -896 -14%
ZB
136
Zions Bancorporation
Utah
$218K -$49.6K -1,218 -19%
AB
137
Amalgamated Bank
New York
$215K +$208K +5,108 New
Marshall Wace
138
Marshall Wace
United Kingdom
$210K -$526K -12,906 -72%
SFS
139
Sowell Financial Services
Arkansas
$191K +$185K +4,530 New
US Bancorp
140
US Bancorp
Minnesota
$179K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$178K +$22.1K +542 +15%
SG Americas Securities
142
SG Americas Securities
New York
$162K +$157K +3,848 New
AIP
143
Ameritas Investment Partners
Nebraska
$98K +$8.07K +198 +9%
PA
144
Parallel Advisors
California
$91K +$76.3K +1,872 +637%
HNB
145
Huntington National Bank
Ohio
$61K -$8.96K -220 -13%
MOACM
146
Mutual of America Capital Management
New York
$41K -$1.63K -40 -4%
LIA
147
LS Investment Advisors
Michigan
$35K
SWA
148
Sutton Wealth Advisors
Florida
$18.9K
CAM
149
ClariVest Asset Management
California
$14K
SPIA
150
Steward Partners Investment Advisory
New York
$14K