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234 hedge funds and large institutions have $2.53B invested in ePlus in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $334K

35% more capital invested

Capital invested by funds: $1.87B → $2.53B (+$656M)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 228234 (+6)

1.34% more ownership

Funds ownership: 94.39%95.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% 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
33
Increased
77
Reduced
85
Closed
27
Calls
$1.62M
Puts
$334K
Net Calls
+$1.29M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
151
Picton Mahoney Asset Management
Ontario, Canada
$376K +$150K +1,704 +80%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$374K -$62K -705 -16%
LFS
153
Legacy Financial Strategies
Kansas
$373K +$333K +3,790 New
MCM
154
MAI Capital Management
Ohio
$360K
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$345K
TWC
156
TD Waterhouse Canada
Ontario, Canada
$336K +$304K +3,451 +4,727%
ET
157
Entropy Technologies
New York
$335K +$300K +3,408 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$335K +$7.04K +80 +2%
GC
159
Globeflex Capital
California
$327K -$2.36M -26,809 -89%
BFM
160
Boothbay Fund Management
New York
$318K +$284K +3,230 New
SOW
161
State of Wyoming
Wyoming
$309K +$80.8K +918 +41%
Squarepoint
162
Squarepoint
New York
$306K -$3.68M -41,818 -93%
VI
163
Vestcor Inc
New Brunswick, Canada
$300K
VPIM
164
Vanguard Personalized Indexing Management
California
$282K +$252K +2,865 New
Creative Planning
165
Creative Planning
Kansas
$280K +$250K +2,843 New
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$274K -$6.95K -79 -3%
AIP
167
Ameritas Investment Partners
Nebraska
$260K
CL
168
Choreo LLC
Illinois
$258K +$238K +2,709 New
TRCT
169
Tower Research Capital (TRC)
New York
$258K -$286K -3,250 -55%
CIP
170
Cornerstone Investment Partners
Georgia
$238K +$213K +2,419 New
HighTower Advisors
171
HighTower Advisors
Illinois
$227K +$204K +2,321 New
IA
172
Inspire Advisors
Idaho
$227K +$203K +2,306 New
Acadian Asset Management
173
Acadian Asset Management
Massachusetts
$210K +$188K +2,136 New
RGF
174
Retirement Guys Formula
Ohio
$203K +$181K +2,063 New
AI
175
Atria Investments
North Carolina
$202K +$181K +2,055 New