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ePlus
PLUS

Overview Fund Activity

178 hedge funds and large institutions have $986M invested in ePlus in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
60
Reduced
64
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
$66.4M
2
CTA
Carillon Tower Advisers
Florida
$6.59M
3
RRAM
River Road Asset Management
Kentucky
$15.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$83.8M
5
MSL
Mackay Shields LLC
New York
$3.28M

Top Sellers

1
Invesco
Invesco
Georgia
$6.47M
2
GC
Gobi Capital
California
$8.98M
3
RA
Royce & Associates
New York
$3.24M
4
BA
Boston Advisors
Massachusetts
$0
5
SCP
Steamboat Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$83K – – –
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$64K – – –
BLA
153
Balter Liquid Alternatives
Massachusetts
$61K +$4.7K +120 +8%
HNB
154
Huntington National Bank
Ohio
$55K +$1.01K +26 +2%
OWA
155
One Wealth Advisors
California
$50K +$27.7K +716 +124%
Macquarie Group
156
Macquarie Group
Australia
$47K +$47K +1,200 New
Federated Hermes
157
Federated Hermes
Pennsylvania
$38K +$1.8K +46 +5%
MYIA
158
Mount Yale Investment Advisors
Colorado
$33K +$33K +842 New
LIA
159
LS Investment Advisors
Michigan
$32K +$2.41K +62 +8%
FHA
160
First Horizon Advisors
Tennessee
$21K +$7.25K +194 +53%
SWA
161
Sutton Wealth Advisors
Florida
$17.4K – – –
PCM
162
Princeton Capital Management
New Jersey
$16K +$16K +400 New
GWM
163
Geneos Wealth Management
Colorado
$15K – – –
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$11K -$232 -6 -2%
SWM
165
SeaCrest Wealth Management
New York
$11K – – –
Loomis, Sayles & Company
166
Loomis, Sayles & Company
Massachusetts
$8K – – –
US Bancorp
167
US Bancorp
Minnesota
$7K +$1.59K +40 +29%
MAM
168
Meeder Asset Management
Ohio
$5K -$8.93K -218 -64%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$5K – – –
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$3K -$182 -4 -6%
VCM
171
Versant Capital Management
Arizona
$3K – – –
FANJ
172
Financial Architects (New Jersey)
New Jersey
$2K – – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$2K +$545 +12 +38%
QCG
174
Quadrant Capital Group
Ohio
$2K +$2K +70 New
MCM
175
MV Capital Management
Maryland
$1K – – –
4 5 6
7
8