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ePlus
PLUS

Overview Fund Activity

183 hedge funds and large institutions have $1.33B invested in ePlus in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+13
Holders Change %
+7.65%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
51
Reduced
65
Closed
16
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
-$123K

Top Buyers

1
AC
1
AltraVue Capital
Washington
$44.1M
2
BlackRock
2
BlackRock
New York
$281M
3
Ameriprise
3
Ameriprise
Minnesota
$30.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.68M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.25M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$393K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.6M
3
Wells Fargo
3
Wells Fargo
California
$2.33M
4
Invesco
4
Invesco
Georgia
$18.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$82K -$1.25K -23 -1%
Osaic Holdings
152
Osaic Holdings
Arizona
$77K +$27.2K +505 +55%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$73K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$60K +$19.1K +355 +47%
PHK
155
Point72 Hong Kong
Hong Kong
$54K +$54K +1,002 New
AF
156
Advisornet Financial
Minnesota
$50K – – –
C
157
Covestor
United Kingdom
$44K +$44K +815 New
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$42K -$1.24K -23 -3%
Lazard Asset Management
159
Lazard Asset Management
New York
$31K +$31K +577 New
SFM
160
Signet Financial Management
New Jersey
$31K +$31K +578 New
SWA
161
Sutton Wealth Advisors
Florida
$24.5K +$377 +7 +2%
Macquarie Group
162
Macquarie Group
Australia
$20K – – –
VCM
163
Versant Capital Management
Arizona
$19K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$17K – – –
NCA
165
New Century Advisors
Maryland
$15K +$15K +281 New
EWA
166
EverSource Wealth Advisors
Alabama
$14K +$14K +270 New
CAM
167
ClariVest Asset Management
California
$10K – – –
IPW
168
IronBridge Private Wealth
Texas
$8K – – –
KFP
169
KB Financial Partners
New Jersey
$8K +$8K +152 New
STCOSD
170
Sageworth Trust Company of South Dakota
South Dakota
$6K +$6K +114 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
$5K – – –
ST
172
Sageworth Trust
Pennsylvania
$2K -$6.89K -124 -78%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$2K -$364 -8 -15%
PA
174
Parallel Advisors
California
$2K +$533 +8 +36%
MCM
175
Manchester Capital Management
Vermont
$2K +$2K +38 New
4 5 6
7
8