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ePlus
PLUS

Overview Fund Activity

172 hedge funds and large institutions have $1.07B invested in ePlus in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
67
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$42.3M
2
NIG
2
NFJ Investment Group
Texas
$5.37M
3
Victory Capital Management
3
Victory Capital Management
Texas
$14M
4
UBS Group
4
UBS Group
Switzerland
$4.41M
5
Millennium Management
5
Millennium Management
New York
$2.69M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.9M
2
RRAM
2
River Road Asset Management
Kentucky
$82.8M
3
KBC Group
3
KBC Group
Belgium
$510K
4
UIC
4
Uniplan Investment Counsel
Wisconsin
$1.37M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$40K – – –
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$34K +$87 +2 +0.3%
Osaic Holdings
153
Osaic Holdings
Arizona
$31K +$15.7K +366 +103%
PMFA
154
Plante Moran Financial Advisors
Michigan
$26K – – –
CFB
155
Cullen/Frost Bankers
Texas
$23K +$23K +532 New
SWA
156
Sutton Wealth Advisors
Florida
$19.4K – – –
Macquarie Group
157
Macquarie Group
Australia
$16K – – –
VCM
158
Versant Capital Management
Arizona
$15K -$446 -10 -3%
SPIA
159
Steward Partners Investment Advisory
New York
$14K – – –
BMD
160
Better Money Decisions
New Mexico
$8K – – –
KFP
161
KB Financial Partners
New Jersey
$7K -$1.75K -38 -20%
IPW
162
IronBridge Private Wealth
Texas
$7K – – –
ST
163
Sageworth Trust
Pennsylvania
$7K +$7K +160 New
PFBT
164
Parkside Financial Bank & Trust
Missouri
$4K +$333 +8 +9%
PA
165
Parallel Advisors
California
$2K – – –
MAM
166
Meeder Asset Management
Ohio
$1K – – –
AIG
167
American International Group
New York
$751 -$18 -416 -2%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$69 – – –
First Trust Advisors
169
First Trust Advisors
Illinois
– -$3.18M -63,846 Closed
California Public Employees Retirement System
170
California Public Employees Retirement System
California
– -$2.7M -54,200 Closed
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
– -$342K -6,858 Closed
ECM
172
Everence Capital Management
Indiana
– -$227K -4,560 Closed
CIP
173
Cornerstone Investment Partners
Georgia
– -$208K -4,180 Closed
FMBTD
174
First Midwest Bank Trust Division
Illinois
– -$203K -4,066 Closed
S
175
SignatureFD
Georgia
– -$17K -334 Closed
4 5 6
7
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