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196 hedge funds and large institutions have $1.41B invested in ePlus in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $417K | Put options by funds: $84K

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$192M)

4% more funds holding

Funds holding: 188196 (+8)

4% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 69

0.88% more ownership

Funds ownership: 92.64%93.52% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
196
Holders Change
+8
Holders Change %
+4.26%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
72
Reduced
69
Closed
17
Calls
$417K
Puts
$84K
Net Calls
+$333K
Net Calls Change
+$755K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
151
Man Group
United Kingdom
$224K +$196K +3,980 New
Osaic Holdings
152
Osaic Holdings
Arizona
$224K +$936 +19 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
153
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$217K +$189K +3,846 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$215K
MCM
155
MAI Capital Management
Ohio
$206K +$180K +3,660 New
LSV Asset Management
156
LSV Asset Management
Illinois
$203K
Amundi
157
Amundi
France
$197K -$7.68K -156 -4%
KBC Group
158
KBC Group
Belgium
$121K -$7.04K -143 -6%
AIP
159
Ameritas Investment Partners
Nebraska
$117K
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$105K -$11.3K -230 -11%
SO
161
STRS Ohio
Ohio
$101K -$424K -8,600 -83%
HNB
162
Huntington National Bank
Ohio
$100K +$13.8K +280 +19%
SOW
163
State of Wyoming
Wyoming
$91.5K +$16.3K +330 +25%
Lazard Asset Management
164
Lazard Asset Management
New York
$87K +$31.5K +640 +71%
MLICM
165
Metropolitan Life Insurance Company (MetLife)
New York
$80.3K
AF
166
Advisornet Financial
Minnesota
$52.2K
FMP
167
Financial Management Professionals
Texas
$30K +$26.4K +536 New
TRCT
168
Tower Research Capital (TRC)
New York
$29.2K -$21.6K -438 -46%
QCG
169
Quadrant Capital Group
Ohio
$27.6K -$22.5K -457 -48%
SFCL
170
Strengthening Families & Communities LLC
Massachusetts
$25K
SPIA
171
Steward Partners Investment Advisory
New York
$17.8K
ACM
172
Aquatic Capital Management
Illinois
$17K -$19.7K -400 -57%
EWA
173
EverSource Wealth Advisors
Alabama
$15.2K
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$15K -$7K -142 -35%
VCM
175
Versant Capital Management
Arizona
$14.7K -$3.65K -74 -22%