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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.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $1.04B → $1.22B (+$182M)

4% more funds holding

Funds holding: 180188 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 92.77%92.64% (-0.13%)

6% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $422K

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
151
Point72 Asset Management
Connecticut
$54.1K +$56K +1,103 New
TRCT
152
Tower Research Capital (TRC)
New York
$47K -$272K -5,365 -85%
QCG
153
Quadrant Capital Group
Ohio
$46.5K +$14.8K +292 +45%
AF
154
Advisornet Financial
Minnesota
$45.5K
Lazard Asset Management
155
Lazard Asset Management
New York
$44K +$46K +906 New
ACM
156
Aquatic Capital Management
Illinois
$34K +$20.3K +400 +133%
QT
157
Quantbot Technologies
New York
$30.2K +$29.7K +586 +1,953%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$20K +$7.76K +153 +61%
VCM
159
Versant Capital Management
Arizona
$16.3K
SPIA
160
Steward Partners Investment Advisory
New York
$15.5K
EWA
161
EverSource Wealth Advisors
Alabama
$13.2K
BAM
162
Belpointe Asset Management
Nevada
$12.5K +$203 +4 +2%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$5.15K +$558 +11 +12%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$5.15K +$5.33K +105 New
GWSG
165
GPS Wealth Strategies Group
Colorado
$4.9K +$5.07K +100 New
TWA
166
TCI Wealth Advisors
Arizona
$4.66K
C
167
Covestor
United Kingdom
$4K -$38.4K -757 -89%
KFP
168
KB Financial Partners
New Jersey
$4K
PFBT
169
Parkside Financial Bank & Trust
Missouri
$2.85K -$913 -18 -24%
BWM
170
BerganKDV Wealth Management
Minnesota
$2.7K +$2.79K +55 New
BIA
171
Bell Investment Advisors
California
$2.16K -$2.44K -48 -52%
FFA
172
Farther Finance Advisors
California
$2.11K
BTI
173
Blue Trust Inc
Georgia
$2K +$1.12K +22 +183%
MCM
174
Manchester Capital Management
Vermont
$1.81K +$1.47K +29 +363%
BAAM
175
Baker Avenue Asset Management
California
$1.32K