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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.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

1.4% more ownership

Funds ownership: 92.96%94.35% (+1.4%)

1% more funds holding

Funds holding: 183184 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $1.4B → $1.34B (-$57.4M)

30% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 77

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VI
151
Vestcor Inc
New Brunswick, Canada
$59K +$61.8K +1,105 New
SOW
152
State of Wyoming
Wyoming
$54K -$31.2K -557 -35%
PHK
153
Point72 Hong Kong
Hong Kong
$51K +$47.8K +854 +863%
AF
154
Advisornet Financial
Minnesota
$49K
AS
155
Altshuler Shaham
Israel
$35K +$36.7K +656 New
C
156
Covestor
United Kingdom
$33K -$12.4K -221 -26%
IA
157
IFP Advisors
Florida
$30K
SWA
158
Sutton Wealth Advisors
Florida
$24.1K
SFCL
159
Strengthening Families & Communities LLC
Massachusetts
$24K
Bessemer Group
160
Bessemer Group
New Jersey
$24K +$25.1K +449 New
Macquarie Group
161
Macquarie Group
Australia
$20K
EWA
162
EverSource Wealth Advisors
Alabama
$17K
SPIA
163
Steward Partners Investment Advisory
New York
$17K
VCM
164
Versant Capital Management
Arizona
$17K
AF
165
Allworth Financial
California
$12K +$12.6K +226 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$10K
KFP
167
KB Financial Partners
New Jersey
$5K -$3.25K -58 -38%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$5K +$2.07K +37 +54%
TWA
169
TCI Wealth Advisors
Arizona
$5K +$4.98K +89 New
PFS
170
Prospera Financial Services
Texas
$4K +$4.25K +76 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
$2K
QCG
172
Quadrant Capital Group
Ohio
$2K +$1.62K +29 New
CAM
173
ClariVest Asset Management
California
$1K -$9.51K -170 -90%
MCM
174
Manchester Capital Management
Vermont
$1K -$504 -9 -36%
GWS
175
Glassman Wealth Services
Virginia
$1K