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183 hedge funds and large institutions have $1.4B invested in ePlus in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $1.33B → $1.4B (+$69.3M)

1.39% more ownership

Funds ownership: 91.57%92.96% (+1.4%)

0% more funds holding

Funds holding: 183183 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
74
Reduced
62
Closed
17
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$117K
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$93K
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$89K
SOW
154
State of Wyoming
Wyoming
$88K -$56K -1,127 -42%
HNB
155
Huntington National Bank
Ohio
$88K
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$87.7K -$291K -5,846 -79%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$82K +$33.9K +681 +88%
AF
158
Advisornet Financial
Minnesota
$52K
C
159
Covestor
United Kingdom
$47K +$1.09K +22 +3%
NCA
160
New Century Advisors
Maryland
$41K +$22.6K +455 +162%
IA
161
IFP Advisors
Florida
$30K +$10.2K +206 New
SWA
162
Sutton Wealth Advisors
Florida
$25.4K -$99 -2 -0.4%
SFCL
163
Strengthening Families & Communities LLC
Massachusetts
$24K
EWA
164
EverSource Wealth Advisors
Alabama
$19K +$3.18K +64 +24%
VCM
165
Versant Capital Management
Arizona
$18K -$1.89K -38 -11%
SPIA
166
Steward Partners Investment Advisory
New York
$18K
CAM
167
ClariVest Asset Management
California
$11K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$10K +$8.95K +180 New
KFP
169
KB Financial Partners
New Jersey
$9K
PHK
170
Point72 Hong Kong
Hong Kong
$6K -$44.9K -903 -90%
T
171
TCWP
Ohio
$5K +$4.67K +94 New
PFBT
172
Parkside Financial Bank & Trust
Missouri
$3K -$2.54K -51 -53%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$3K +$3.38K +68 New
STCOSD
174
Sageworth Trust Company of South Dakota
South Dakota
$1K -$4.67K -94 -82%
MCM
175
Manchester Capital Management
Vermont
$1K -$646 -13 -34%