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ePlus
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Overview Fund Activity

216 hedge funds and large institutions have $2.1B invested in ePlus in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
31
Increased
63
Reduced
93
Closed
30
Calls
$2.28M
Puts
$599K
Net Calls
+$1.68M
Net Calls Change
+$800K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
GC
2
Gobi Capital
California
$49.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43M
4
LCOV
4
London Company of Virginia
Virginia
$16.5M
5
Swedbank
5
Swedbank
Sweden
$16M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$18.2M
3
Millennium Management
3
Millennium Management
New York
$1.11M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
151
James Investment Research
Ohio
$374K – – –
ECM
152
Everence Capital Management
Indiana
$364K – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$350K -$415K -5,204 -54%
WAM
154
Watershed Asset Management
California
$329K – – –
EGM
155
Engineers Gate Manager
New York
$318K -$1.72M -21,547 -84%
MCM
156
MAI Capital Management
Ohio
$292K – – –
LSV Asset Management
157
LSV Asset Management
Illinois
$287K – – –
LCM
158
Landscape Capital Management
New Jersey
$286K +$286K +3,581 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$285K +$285K +3,568 New
Amundi
160
Amundi
France
$267K +$9.81K +130 +4%
Lazard Asset Management
161
Lazard Asset Management
New York
$265K -$884K -11,089 -77%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$261K +$112K +1,400 +75%
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$258K – – –
AA
164
AlphaQ Advisors
Florida
$253K +$253K +3,172 New
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$252K +$252K +3,106 New
VI
166
Vestcor Inc
New Brunswick, Canada
$244K +$42.2K +528 +21%
VI
167
Versor Investments
New York
$230K -$575K -7,200 -71%
CG
168
Caprock Group
Idaho
$219K +$219K +2,738 New
VPIM
169
Vanguard Personalized Indexing Management
California
$216K +$216K +2,710 New
AIP
170
Ameritas Investment Partners
Nebraska
$211K – – –
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$204K +$204K +2,554 New
CIP
172
Cornerstone Investment Partners
Georgia
$202K +$202K +2,535 New
HIS
173
Horizon Investment Services
Indiana
$202K +$202K +2,525 New
ASN
174
Advisory Services Network
Georgia
$155K +$155K +1,938 New
SWS
175
SYSTM Wealth Solutions
Illinois
$135K +$135K +1,690 New
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7
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