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ePlus
PLUS

Overview Fund Activity

178 hedge funds and large institutions have $914M invested in ePlus in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+4
Holders Change %
+2.3%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
25
Increased
61
Reduced
74
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$71.1M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$7.1M
3
Bank of America
3
Bank of America
North Carolina
$5.65M
4
PAM
4
Panagora Asset Management
Massachusetts
$3.55M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$7.25M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$46.3M
2
RRAM
2
River Road Asset Management
Kentucky
$12.4M
3
CLM
3
ClearBridge LLC (Maryland)
Maryland
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$10.5M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
151
SG Americas Securities
New York
$181K -$294K -7,958 -62%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$162K +$154K +4,188 +2,053%
PI
153
PineBridge Investments
New York
$128K +$1.25K +34 +1%
EP
154
Elkfork Partners
Oregon
$123K -$7.53K -204 -6%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$119K -$17.6K -476 -13%
BFEC
156
Benjamin F. Edwards & Company
Missouri
$111K +$111K +3,000 New
SEI Investments
157
SEI Investments
Pennsylvania
$103K +$26.6K +716 +35%
GHCM
158
Glen Harbor Capital Management
California
$102K -$6.25K -168 -6%
RCM
159
Riverhead Capital Management
Delaware
$94K +$4.9K +132 +6%
MCIM
160
Meadow Creek Investment Management
Georgia
$80K -$4.9K -132 -6%
AIP
161
Ameritas Investment Partners
Nebraska
$79K – – –
FCM
162
Flinton Capital Management
Pennsylvania
$58K -$3.55K -96 -6%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$42K +$13.6K +368 +48%
LIA
164
LS Investment Advisors
Michigan
$35K – – –
AIM
165
Acrospire Investment Management
Illinois
$32K -$36.7K -1,000 -53%
Loomis, Sayles & Company
166
Loomis, Sayles & Company
Massachusetts
$31K +$5.93K +160 +24%
SWA
167
Sutton Wealth Advisors
Florida
$16.6K – – –
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$13K -$7.22K -200 -36%
AG
169
Advisor Group
Arizona
$11K -$6.11K -170 -36%
GWM
170
Geneos Wealth Management
Colorado
$10K +$10K +274 New
FHA
171
First Horizon Advisors
Tennessee
$7K +$7K +186 New
CCS
172
Crosspoint Capital Strategies
California
$7K +$7K +186 New
VCM
173
Versant Capital Management
Arizona
$3K – – –
MAM
174
Meeder Asset Management
Ohio
$3K +$3K +74 New
FANJ
175
Financial Architects (New Jersey)
New Jersey
$2K – – –
4 5 6
7
8