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ePlus
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Overview Fund Activity

188 hedge funds and large institutions have $1.22B invested in ePlus in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 13 closing their positions.

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
66
Reduced
70
Closed
13
Calls
–
Puts
$422K
Net Calls
-$422K
Net Calls Change
-$422K

Top Buyers

1
AC
1
AltraVue Capital
Washington
$48.5M
2
Millennium Management
2
Millennium Management
New York
$5.91M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.99M
4
AG
4
Algert Global
California
$2.13M
5
Bank of America
5
Bank of America
North Carolina
$6.29M

Top Sellers

1
BlackRock
1
BlackRock
New York
$224M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$54.4M
5
VHMC
5
Value Holdings Management Company
New York
$638K
Name Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
151
Point72 Asset Management
Connecticut
$54.1K 1,103 +1,103 New
TRCT
152
Tower Research Capital (TRC)
New York
$47K 957 -5,365 -85%
QCG
153
Quadrant Capital Group
Ohio
$46.5K 948 +292 +45%
AF
154
Advisornet Financial
Minnesota
$45.5K 928 – –
Lazard Asset Management
155
Lazard Asset Management
New York
$44K 906 +906 New
ACM
156
Aquatic Capital Management
Illinois
$34K 700 +400 +133%
QT
157
Quantbot Technologies
New York
$30.2K 616 +586 +1,953%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$20K 402 +153 +61%
VCM
159
Versant Capital Management
Arizona
$16.3K 335 – –
SPIA
160
Steward Partners Investment Advisory
New York
$15.5K 316 – –
EWA
161
EverSource Wealth Advisors
Alabama
$13.2K 270 – –
BAM
162
Belpointe Asset Management
Nevada
$12.5K 254 +4 +2%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$5.15K 105 +11 +12%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$5.15K 105 +105 New
GWSG
165
GPS Wealth Strategies Group
Colorado
$4.9K 100 +100 New
TWA
166
TCI Wealth Advisors
Arizona
$4.66K 95 – –
C
167
Covestor
United Kingdom
$4K 91 -757 -89%
KFP
168
KB Financial Partners
New Jersey
$4K 74 – –
PFBT
169
Parkside Financial Bank & Trust
Missouri
$2.85K 58 -18 -24%
BWM
170
BerganKDV Wealth Management
Minnesota
$2.7K 55 +55 New
BIA
171
Bell Investment Advisors
California
$2.16K 44 -48 -52%
FFA
172
Farther Finance Advisors
California
$2.11K 43 – –
BTI
173
Blue Trust Inc
Georgia
$2K 34 +22 +183%
MCM
174
Manchester Capital Management
Vermont
$1.82K 37 +29 +363%
BAAM
175
Baker Avenue Asset Management
California
$1.32K 27 – –
5 6
7
8 9