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ePlus
PLUS

Overview Fund Activity

176 hedge funds and large institutions have $1.05B invested in ePlus in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
70
Reduced
66
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCM
1
Geneva Capital Management
Wisconsin
$63.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$47.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$23.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$87M
5
Squarepoint
5
Squarepoint
New York
$2.33M

Top Sellers

1
BlackRock
1
BlackRock
New York
$200M
2
KIM
2
Kestrel Investment Management
California
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10M
4
Ameriprise
4
Ameriprise
Minnesota
$20.2M
5
Invesco
5
Invesco
Georgia
$9.65M
Name Market Value Shares Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$26K 631 +15 +2%
IA
152
IFP Advisors
Florida
$24K 147 -59 -29%
SWA
153
Sutton Wealth Advisors
Florida
$18.7K 450 -3 -0.7%
SFCL
154
Strengthening Families & Communities LLC
Massachusetts
$18K 436 – –
Macquarie Group
155
Macquarie Group
Australia
– – -374 Closed
VCM
156
Versant Capital Management
Arizona
$14K 335 +17 +5%
SPIA
157
Steward Partners Investment Advisory
New York
$13K 316 – –
EWA
158
EverSource Wealth Advisors
Alabama
$11K 270 -64 -19%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$4K 86 -94 -52%
KFP
160
KB Financial Partners
New Jersey
$4K 94 – –
GWSG
161
GPS Wealth Strategies Group
Colorado
$4K 100 +100 New
PFBT
162
Parkside Financial Bank & Trust
Missouri
$3K 76 +31 +69%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$2K 51 -54 -51%
QCG
164
Quadrant Capital Group
Ohio
$2K 50 +21 +72%
S
165
SignatureFD
Georgia
$2K 44 +44 New
GWS
166
Glassman Wealth Services
Virginia
$1K 13 -5 -28%
BTI
167
Blue Trust Inc
Georgia
$1K 12 – –
MAM
168
Meeder Asset Management
Ohio
$1K 15 – –
CAM
169
ClariVest Asset Management
California
$1K 18 – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$1K 23 +10 +77%
MCM
171
Manchester Capital Management
Vermont
$1K 26 +10 +63%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$1K 18 +18 New
FSWA
173
Financial Synergies Wealth Advisors
Texas
$250 6 – –
KIM
174
Kestrel Investment Management
California
– – -98,400 Closed
Axa
175
Axa
France
– – -25,650 Closed
4 5 6
7
8