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ePlus
PLUS

Overview Fund Activity

170 hedge funds and large institutions have $570M invested in ePlus in 2015 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 15 closing their positions.

Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
41
Increased
50
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRCP
1
Copper Rock Capital Partners
Massachusetts
$20.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.6M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$12.7M
5
BIM
5
Bogle Investment Management
Massachusetts
$6.72M

Top Sellers

1
NI
1
Numeric Investors
Massachusetts
$1.11M
2
RRAM
2
River Road Asset Management
Kentucky
$6.78M
3
TC
3
TFS Capital
Pennsylvania
$0
4
Ameriprise
4
Ameriprise
Minnesota
$8.82M
5
MCM
5
Matarin Capital Management
New York
$864K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$41K 435 +435 New
SEI Investments
152
SEI Investments
Pennsylvania
$41K 435 +435 New
US Bancorp
153
US Bancorp
Minnesota
$40K 430 +430 New
Walleye Trading
154
Walleye Trading
New York
$28K 300 +300 New
Bank of America
155
Bank of America
North Carolina
$20K 218 -2,398 -92%
HNB
156
Huntington National Bank
Ohio
$19K 208 -67 -24%
LIA
157
LS Investment Advisors
Michigan
$18K 194 – –
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$18K 193 +193 New
BlackRock
159
BlackRock
New York
$16K 174 +63 +57%
MFS
160
MSI Financial Services
Massachusetts
$13K 141 -1,800 -93%
Axa
161
Axa
France
$9K 100 – –
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$9K 100 +100 New
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$5K 55 +55 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$3K 37 – –
DA
165
Denali Advisors
California
$2K 26 – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$1K 16 – –
FNBT
167
FineMark National Bank & Trust
Florida
$1K 6 +6 New
HMS
168
Hanseatic Management Services
New Mexico
$1K 10 +10 New
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334 3,578 – –
WP
170
WealthPLAN Partners
Nebraska
$38 412 +412 New
TC
171
TFS Capital
Pennsylvania
– – -92,899 Closed
Boston Partners
172
Boston Partners
Massachusetts
– – -28,435 Closed
CIP
173
Convergence Investment Partners
Florida
– – -15,370 Closed
Connor, Clark & Lunn Investment Management (CC&L)
174
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -13,000 Closed
VIA
175
Vident Investment Advisory
Georgia
– – -12,195 Closed
4 5 6
7
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