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ePlus
PLUS

Overview Fund Activity

180 hedge funds and large institutions have $1.04B invested in ePlus in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+4
Holders Change %
+2.27%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
65
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$30.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.7M
4
AC
4
AltraVue Capital
Washington
$38.4M
5
RRAM
5
River Road Asset Management
Kentucky
$84.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.83M
2
WCM Investment Management
2
WCM Investment Management
California
$31.2M
3
LCM
3
Legato Capital Management
California
$0
4
BlackRock
4
BlackRock
New York
$210M
5
CPO
5
Cerity Partners OCIO
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$310 7 – –
FSWA
177
Financial Synergies Wealth Advisors
Texas
$266 6 – –
ECM
178
Everence Capital Management
Indiana
$202 4,560 +4,560 New
LCM
179
Legato Capital Management
California
– – -75,482 Closed
CPO
180
Cerity Partners OCIO
New York
– – -54,583 Closed
GCP
181
GSA Capital Partners
United Kingdom
– – -17,890 Closed
ET
182
Equitable Trust
Tennessee
– – -16,985 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
183
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -13,000 Closed
ACM
184
Argent Capital Management
Missouri
– – -12,115 Closed
BHCM
185
Boulder Hill Capital Management
New York
– – -6,100 Closed
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
– – -4,999 Closed
SG Americas Securities
187
SG Americas Securities
New York
– – -4,221 Closed
PHK
188
Point72 Hong Kong
Hong Kong
– – -1,644 Closed
Bessemer Group
189
Bessemer Group
New Jersey
– – -731 Closed
GWSG
190
GPS Wealth Strategies Group
Colorado
– – -100 Closed
S
191
SignatureFD
Georgia
– – -44 Closed
MAM
192
Meeder Asset Management
Ohio
– – -15 Closed
GWS
193
Glassman Wealth Services
Virginia
– – -13 Closed
LC
194
Lindbrook Capital
California
– – -12 Closed
BTI
195
Blue Trust Inc
Georgia
$0 12 – –
Macquarie Group
196
Macquarie Group
Australia
– – – –
CFGS
197
Concourse Financial Group Securities
Alabama
– – – –
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$0 8 +8 New
4 5 6 7
8