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188 hedge funds and large institutions have $1.22B invested in ePlus in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $1.04B → $1.22B (+$182M)

4% more funds holding

Funds holding: 180188 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 92.77%92.64% (-0.13%)

6% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $422K

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
66
Reduced
70
Closed
13
Calls
Puts
$422K
Net Calls
-$422K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$1.03K
CAM
177
ClariVest Asset Management
California
$1K +$203 +4 +22%
GRP
178
Global Retirement Partners
California
$984 +$1.17K +23 New
AssetMark Inc
179
AssetMark Inc
California
$883 +$913 +18 New
FHA
180
First Horizon Advisors
Tennessee
$882
AF
181
Allworth Financial
California
$491
2L
182
25 LLC
Missouri
$466 +$558 +11 New
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$392
S
184
SignatureFD
Georgia
$392 +$406 +8 New
PA
185
Parallel Advisors
California
$343
FSWA
186
Financial Synergies Wealth Advisors
Texas
$295
ECM
187
Everence Capital Management
Indiana
$224
SFCL
188
Strengthening Families & Communities LLC
Massachusetts
$21
CIC
189
Cornercap Investment Counsel
Georgia
-$769K -17,375 Closed
EGM
190
Engineers Gate Manager
New York
-$581K -13,119 Closed
TI
191
Trexquant Investment
Connecticut
-$458K -10,339 Closed
ZCM
192
Zebra Capital Management
Connecticut
-$398K -8,978 Closed
ETC
193
Exchange Traded Concepts
Oklahoma
-$394K -8,899 Closed
HSBC Holdings
194
HSBC Holdings
United Kingdom
-$294K -6,609 Closed
GTCM
195
Gyon Technologies Capital Management
New Jersey
-$270K -6,099 Closed
OWA
196
One Wealth Advisors
California
-$62.8K -1,419 Closed
VI
197
Vestcor Inc
New Brunswick, Canada
-$60K -1,362 Closed
SWA
198
Sutton Wealth Advisors
Florida
-$19.9K -450 Closed
NA
199
NewEdge Advisors
Louisiana
-$13.9K -315 Closed
IA
200
IFP Advisors
Florida
-$20K -219 Closed