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ePlus
PLUS

Overview Fund Activity

161 hedge funds and large institutions have $1.12B invested in ePlus in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
57
Reduced
56
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$741K

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$97.4M
2
BlackRock
BlackRock
New York
$211M
3
KBC Group
KBC Group
Belgium
$26.6M
4
NC
Nicholas Company
Wisconsin
$8.03M
5
Morgan Stanley
Morgan Stanley
New York
$6.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$18.7M
2
SAM
Silvercrest Asset Management
New York
$0
3
EAM
Eagle Asset Management
Florida
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$13.6M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
126
Quadrature Capital
United Kingdom
$232K +$232K +5,278 New
JIR
127
James Investment Research
Ohio
$205K +$205K +4,664 New
ECM
128
Everence Capital Management
Indiana
$201K +$201K +4,560 New
MOACM
129
Mutual of America Capital Management
New York
$148K +$4.39K +100 +3%
US Bancorp
130
US Bancorp
Minnesota
$138K -$85K -1,926 -38%
AIP
131
Ameritas Investment Partners
Nebraska
$102K – – –
Lazard Asset Management
132
Lazard Asset Management
New York
$97K -$19.8K -454 -17%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$73K – – –
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$70K -$150K -3,410 -68%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$69K -$15.1K -346 -18%
HNB
136
Huntington National Bank
Ohio
$61K – – –
FTDI
137
First Trust Direct Indexing
Massachusetts
$49K +$49K +1,104 New
AF
138
Advisornet Financial
Minnesota
$41K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$38K -$925K -21,334 -96%
VCG
140
Vantage Consulting Group
Virginia
$35K +$35K +790 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$26K +$26K +600 New
Macquarie Group
142
Macquarie Group
Australia
$24K – – –
S
143
SignatureFD
Georgia
$20K – – –
SWA
144
Sutton Wealth Advisors
Florida
$19.7K – – –
SPIA
145
Steward Partners Investment Advisory
New York
$17K +$1.87K +42 +12%
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$17K +$17K +384 New
CAM
147
ClariVest Asset Management
California
$15K – – –
VCM
148
Versant Capital Management
Arizona
$13K +$439 +10 +3%
Osaic Holdings
149
Osaic Holdings
Arizona
$12K -$54K -1,214 -82%
SFS
150
Sowell Financial Services
Arkansas
$8K +$8K +188 New
3 4 5
6
7