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ePlus
PLUS

Overview Fund Activity

152 hedge funds and large institutions have $915M invested in ePlus in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
52
Reduced
63
Closed
18
Calls
–
Puts
$740K
Net Calls
-$740K
Net Calls Change
-$782K

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$54.4M
2
AC
AltraVue Capital
Washington
$10.5M
3
RJA
Raymond James & Associates
Florida
$6.33M
4
WCM Investment Management
WCM Investment Management
California
$23.2M
5
LCM
Legato Capital Management
California
$1.82M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$32.3M
2
Goldman Sachs
Goldman Sachs
New York
$4.09M
3
Deutsche Bank
Deutsche Bank
Germany
$1.08M
4
Vanguard Group
Vanguard Group
Pennsylvania
$67.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$184K -$3.13K -86 -2%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$183K +$183K +5,000 New
Citigroup
128
Citigroup
New York
$173K -$315K -8,594 -65%
MOACM
129
Mutual of America Capital Management
New York
$120K +$72.1K +1,966 +150%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$107K -$2.5M -65,104 -96%
Lazard Asset Management
131
Lazard Asset Management
New York
$97K +$15.9K +438 +20%
PI
132
PEAK6 Investments
Illinois
$88K +$88K +2,392 New
AIP
133
Ameritas Investment Partners
Nebraska
$85K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$70K -$6.69K -184 -9%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$60K -$437K -12,042 -88%
Osaic Holdings
136
Osaic Holdings
Arizona
$53K +$4.64K +130 +10%
HNB
137
Huntington National Bank
Ohio
$50K – – –
CMBA
138
C.M. Bidwell & Associates
Hawaii
$35K +$35K +960 New
AF
139
Advisornet Financial
Minnesota
$34K – – –
HIIFS
140
Harel Insurance Investments & Financial Services
Israel
$24K +$24K +660 New
Macquarie Group
141
Macquarie Group
Australia
$20K – – –
S
142
SignatureFD
Georgia
$17K +$17K +454 New
SWA
143
Sutton Wealth Advisors
Florida
$16.4K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$12K – – –
CAM
145
ClariVest Asset Management
California
$12K – – –
QT
146
Quantbot Technologies
New York
$12K +$11.6K +318 +3,180%
PHK
147
Point72 Hong Kong
Hong Kong
$11K -$10.9K -296 -50%
VCM
148
Versant Capital Management
Arizona
$10K – – –
GWM
149
Geneos Wealth Management
Colorado
$6K – – –
Millennium Management
150
Millennium Management
New York
$316 -$1.77K -48,266 -85%
3 4 5
6
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