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ePlus
PLUS

Overview Fund Activity

157 hedge funds and large institutions have $1.25B invested in ePlus in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
47
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$22.8M
2
Victory Capital Management
2
Victory Capital Management
Texas
$11.4M
3
BlackRock
3
BlackRock
New York
$249M
4
Ameriprise
4
Ameriprise
Minnesota
$78.2M
5
WCM Investment Management
5
WCM Investment Management
California
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.11M
3
Prudential Financial
3
Prudential Financial
New Jersey
$5.17M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
ClariVest Asset Management
California
$1K -$17.3K -312 -95%
MAM
152
Meeder Asset Management
Ohio
$1K +$429 +6 +75%
AIG
153
American International Group
New York
$884 -$10 -206 -1%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$79 – – –
E
155
Ergoteles
New York
– -$1.24M -28,216 Closed
JG
156
Jefferies Group
New York
– -$809K -18,400 Closed
CPO
157
Cerity Partners OCIO
New York
– -$465K -10,584 Closed
MSA
158
Mason Street Advisors
Wisconsin
– -$443K -10,074 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
159
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$422K -9,600 Closed
HSBC Holdings
160
HSBC Holdings
United Kingdom
– -$330K -7,526 Closed
CCIA
161
Campbell & Co Investment Adviser
Maryland
– -$294K -6,692 Closed
QC
162
Quadrature Capital
United Kingdom
– -$232K -5,278 Closed
Lazard Asset Management
163
Lazard Asset Management
New York
– -$97K -2,220 Closed
FTDI
164
First Trust Direct Indexing
Massachusetts
– -$49K -1,104 Closed
VCG
165
Vantage Consulting Group
Virginia
– -$35K -790 Closed
PWPS
166
Pinnacle Wealth Planning Services
Ohio
– -$17K -384 Closed
SFS
167
Sowell Financial Services
Arkansas
– -$8K -188 Closed
QT
168
Quantbot Technologies
New York
– -$4K -100 Closed
BC
169
Bartlett & Co
Ohio
– -$2K -36 Closed
BCWM
170
Bartlett & Co Wealth Management
Ohio
– -$1.58K -36 Closed
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