PLUS icon

ePlus
PLUS

Overview Fund Activity

184 hedge funds and large institutions have $1.34B invested in ePlus in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 16 closing their positions.

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
54
Reduced
77
Closed
16
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
-$209K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$50.8M
2
Wells Fargo
2
Wells Fargo
California
$13.2M
3
GCM
3
Geneva Capital Management
Wisconsin
$70.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$24.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$41.9M
2
BlackRock
2
BlackRock
New York
$269M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.56M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
Northern Trust
5
Northern Trust
Illinois
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
151
Vestcor Inc
New Brunswick, Canada
$59K 1,105 +1,105 New
SOW
152
State of Wyoming
Wyoming
$54K 1,020 -557 -35%
PHK
153
Point72 Hong Kong
Hong Kong
$51K 953 +854 +863%
AF
154
Advisornet Financial
Minnesota
$49K 928 – –
AS
155
Altshuler Shaham
Israel
$35K 656 +656 New
C
156
Covestor
United Kingdom
$33K 616 -221 -26%
IA
157
IFP Advisors
Florida
$30K 206 – –
SWA
158
Sutton Wealth Advisors
Florida
$24.1K 453 – –
SFCL
159
Strengthening Families & Communities LLC
Massachusetts
$24K 436 – –
Bessemer Group
160
Bessemer Group
New Jersey
$24K 449 +449 New
Macquarie Group
161
Macquarie Group
Australia
$20K 374 – –
VCM
162
Versant Capital Management
Arizona
$17K 318 – –
SPIA
163
Steward Partners Investment Advisory
New York
$17K 316 – –
EWA
164
EverSource Wealth Advisors
Alabama
$17K 334 – –
AF
165
Allworth Financial
California
$12K 226 +226 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$10K 180 – –
KFP
167
KB Financial Partners
New Jersey
$5K 94 -58 -38%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$5K 105 +37 +54%
TWA
169
TCI Wealth Advisors
Arizona
$5K 89 +89 New
PFS
170
Prospera Financial Services
Texas
$4K 76 +76 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
$2K 45 – –
QCG
172
Quadrant Capital Group
Ohio
$2K 29 +29 New
CAM
173
ClariVest Asset Management
California
$1K 18 -170 -90%
MCM
174
Manchester Capital Management
Vermont
$1K 16 -9 -36%
STCOSD
175
Sageworth Trust Company of South Dakota
South Dakota
$1K 20 – –
5 6
7
8 9