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ePlus
PLUS

Overview Fund Activity

174 hedge funds and large institutions have $888M invested in ePlus in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+15
Holders Change %
+9.43%
% of All Funds
4.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
34
Increased
68
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$107M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$47.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.8M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$70.9M
5
MCM
5
Matarin Capital Management
New York
$7.07M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$24.3M
2
JIR
2
James Investment Research
Ohio
$9.18M
3
NAP
3
New Amsterdam Partners
New York
$0
4
CLM
4
ClearBridge LLC (Maryland)
Maryland
$12.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
151
Glen Harbor Capital Management
California
$98K +$60.3K +1,792 +160%
Bessemer Group
152
Bessemer Group
New Jersey
$95K +$95K +2,800 New
RCM
153
Riverhead Capital Management
Delaware
$81K +$40.5K +1,200 +100%
MCIM
154
Meadow Creek Investment Management
Georgia
$77K +$47.4K +1,408 +160%
AIP
155
Ameritas Investment Partners
Nebraska
$72K +$72K +2,128 New
SEI Investments
156
SEI Investments
Pennsylvania
$70K +$953 +28 +1%
AIM
157
Acrospire Investment Management
Illinois
$63K +$63K +1,872 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$62K +$6.05K +360 +11%
FCM
159
Flinton Capital Management
Pennsylvania
$56K +$34.5K +1,024 +160%
LIA
160
LS Investment Advisors
Michigan
$32K – – –
ClearBridge Investments
161
ClearBridge Investments
New York
$31K +$7.68K +228 +33%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$26K – – –
UWPG
163
Ullmann Wealth Partners Group
Florida
$26K +$26K +796 New
Loomis, Sayles & Company
164
Loomis, Sayles & Company
Massachusetts
$23K +$23K +676 New
PAM
165
Panagora Asset Management
Massachusetts
$22K – – –
AG
166
Advisor Group
Arizona
$16K -$14.9K -444 -48%
SWA
167
Sutton Wealth Advisors
Florida
$15.1K – – –
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$13K +$8.26K +356 +175%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$7K -$14.8K -432 -68%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$4K +$4K +116 New
VCM
171
Versant Capital Management
Arizona
$3K – – –
FANJ
172
Financial Architects (New Jersey)
New Jersey
$2K – – –
PHK
173
Point72 Hong Kong
Hong Kong
$1K -$25.6K -1,024 -96%
PFBT
174
Parkside Financial Bank & Trust
Missouri
$1K +$1K +32 New
NAP
175
New Amsterdam Partners
New York
– -$5.56M -192,880 Closed
4 5 6
7
8