PLUS icon

ePlus
PLUS

Overview Fund Activity

216 hedge funds and large institutions have $2.1B invested in ePlus in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
31
Increased
63
Reduced
93
Closed
30
Calls
$2.28M
Puts
$599K
Net Calls
+$1.68M
Net Calls Change
+$800K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
GC
2
Gobi Capital
California
$49.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43M
4
LCOV
4
London Company of Virginia
Virginia
$16.5M
5
Swedbank
5
Swedbank
Sweden
$16M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$18.2M
3
Millennium Management
3
Millennium Management
New York
$1.11M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$638K -$12K -150 -2%
SGI
127
Summit Global Investments
Utah
$625K +$104K +1,300 +20%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$625K -$16K -200 -2%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$607K – – –
ASRS
130
Arizona State Retirement System
Arizona
$601K -$8.54K -107 -1%
QC
131
Quadrature Capital
United Kingdom
$596K -$2.43M -30,393 -80%
NYLIM
132
New York Life Investment Management
New York
$562K -$16.5K -207 -3%
Stifel Financial
133
Stifel Financial
Missouri
$560K +$560K +7,017 New
Squarepoint
134
Squarepoint
New York
$551K -$1.33M -16,716 -71%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$535K -$95.8K -1,200 -15%
AWS
136
Atria Wealth Solutions
New York
$499K +$16.3K +204 +3%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$489K +$155K +1,931 +46%
EA
138
Ellsworth Advisors
Ohio
$487K +$10.7K +134 +2%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$464K -$974K -12,197 -68%
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$451K – – –
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$448K +$57.5K +720 +15%
II
142
Inspire Investing
Idaho
$439K -$12.4K -155 -3%
AIA
143
Affinity Investment Advisors
California
$430K -$311K -3,890 -42%
SGAM
144
Smith Group Asset Management
Texas
$422K +$422K +5,285 New
SOW
145
State of Wyoming
Wyoming
$410K +$136K +1,701 +49%
ProShare Advisors
146
ProShare Advisors
Maryland
$399K +$75.4K +944 +23%
CAN
147
Cetera Advisor Networks
California
$392K -$60.4K -757 -13%
AA
148
ALPS Advisors
Colorado
$391K -$22.4K -280 -5%
IIM
149
InTrack Investment Management
Vermont
$387K – – –
MOACM
150
Mutual of America Capital Management
New York
$376K -$639 -8 -0.2%
4 5
6
7 8