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ePlus
PLUS

Overview Fund Activity

232 hedge funds and large institutions have $2.52B invested in ePlus in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 29 closing their positions.

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
77
Reduced
84
Closed
29
Calls
$1.62M
Puts
$334K
Net Calls
+$1.29M
Net Calls Change
+$596K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$136M
3
American Century Companies
3
American Century Companies
Missouri
$65.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$18.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$95.3M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$55.2M
2
Millennium Management
2
Millennium Management
New York
$5.98M
3
GCM
3
Geneva Capital Management
Wisconsin
$87M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$9.89M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
151
Legacy Financial Strategies
Kansas
$373K 3,790 +3,790 New
MCM
152
MAI Capital Management
Ohio
$360K 3,660 – –
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$345K 3,510 – –
TWC
154
TD Waterhouse Canada
Ontario, Canada
$336K 3,524 +3,451 +4,727%
ET
155
Entropy Technologies
New York
$335K 3,408 +3,408 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$335K 3,385 +80 +2%
GC
157
Globeflex Capital
California
$327K 3,328 -26,809 -89%
BFM
158
Boothbay Fund Management
New York
$318K 3,230 +3,230 New
SOW
159
State of Wyoming
Wyoming
$309K 3,138 +918 +41%
Squarepoint
160
Squarepoint
New York
$306K 3,111 -41,818 -93%
VI
161
Vestcor Inc
New Brunswick, Canada
$300K 3,055 – –
VPIM
162
Vanguard Personalized Indexing Management
California
$282K 2,865 +2,865 New
Creative Planning
163
Creative Planning
Kansas
$280K 2,843 +2,843 New
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$274K 2,789 -79 -3%
AIP
165
Ameritas Investment Partners
Nebraska
$260K 2,642 – –
CL
166
Choreo LLC
Illinois
$258K 2,709 +2,709 New
TRCT
167
Tower Research Capital (TRC)
New York
$258K 2,624 -3,250 -55%
CIP
168
Cornerstone Investment Partners
Georgia
$238K 2,419 +2,419 New
HighTower Advisors
169
HighTower Advisors
Illinois
$227K 2,321 +2,321 New
IA
170
Inspire Advisors
Idaho
$227K 2,306 +2,306 New
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
$210K 2,136 +2,136 New
RGF
172
Retirement Guys Formula
Ohio
$203K 2,063 +2,063 New
AI
173
Atria Investments
North Carolina
$202K 2,055 +2,055 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$158K 1,602 +1,009 +170%
Amundi
175
Amundi
France
$155K 1,572 – –
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7
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