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168 hedge funds and large institutions have $1.03B invested in ePlus in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $946M → $1.03B (+$88.3M)

0% more funds holding

Funds holding: 168168 (0)

2.47% less ownership

Funds ownership: 184.06%181.59% (-2.5%)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

22% less call options, than puts

Call options by funds: $328K | Put options by funds: $422K

Holders
168
Holders Change
Holders Change %
0%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
58
Reduced
65
Closed
17
Calls
$328K
Puts
$422K
Net Calls
-$94K
Net Calls Change
+$682K
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
151
Itau Unibanco Holding S.A.
Brazil
$14K +$14K +344 New
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$12K -$3.26K -80 -22%
ME
153
McIlrath & Eck
Washington
$10K
PA
154
Procyon Advisors
Connecticut
$10K +$9.29K +228 New
EW
155
Evoke Wealth
California
$8.6K
GWM
156
Geneos Wealth Management
Colorado
$8K
AG
157
Advisor Group
Arizona
$6K -$4.08K -100 -42%
QCG
158
Quadrant Capital Group
Ohio
$6K +$6.36K +156 New
PFBT
159
Parkside Financial Bank & Trust
Missouri
$4K -$163 -4 -4%
VCM
160
Versant Capital Management
Arizona
$4K
LC
161
Lindbrook Capital
California
$3K
S
162
SignatureFD
Georgia
$3K
HGWM
163
Harvest Group Wealth Management
Massachusetts
$2K
AA
164
Ancora Advisors
Ohio
$2K +$1.87K +46 New
IA
165
IFP Advisors
Florida
$2K +$2.28K +56 New
PHK
166
Point72 Hong Kong
Hong Kong
$1K -$39.9K -980 -97%
TFO
167
Tarbox Family Office
California
$1K
AIM
168
Aigen Investment Management
New York
$1K +$489 +12 New
Jacobs Levy Equity Management
169
Jacobs Levy Equity Management
New Jersey
-$8.64M -227,218 Closed
Assenagon Asset Management
170
Assenagon Asset Management
Luxembourg
-$2.46M -64,652 Closed
RA
171
Royce & Associates
New York
-$2.25M -59,200 Closed
PL
172
PWMCO LLC
Illinois
-$571K -15,000 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
-$496K -13,040 Closed
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
-$457K -12,000 Closed
DTL
175
Dynamic Technology Lab
Singapore
-$454K -11,922 Closed