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196 hedge funds and large institutions have $1.41B invested in ePlus in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $417K | Put options by funds: $84K

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$192M)

4% more funds holding

Funds holding: 188196 (+8)

4% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 69

0.88% more ownership

Funds ownership: 92.64%93.52% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
196
Holders Change
+8
Holders Change %
+4.26%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
72
Reduced
69
Closed
17
Calls
$417K
Puts
$84K
Net Calls
+$333K
Net Calls Change
+$755K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$11.4K -$195K -3,959 -95%
GWSG
177
GPS Wealth Strategies Group
Colorado
$5.63K
FFA
178
Farther Finance Advisors
California
$5.07K +$2.31K +47 +109%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$4.79K -$985 -20 -19%
KFP
180
KB Financial Partners
New Jersey
$4K
PFBT
181
Parkside Financial Bank & Trust
Missouri
$3.27K
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$3.21K +$2.41K +49 +613%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$2.48K -$3K -61 -58%
C
184
Covestor
United Kingdom
$2K -$2.86K -58 -64%
CAM
185
ClariVest Asset Management
California
$2K +$640 +13 +59%
BIA
186
Bell Investment Advisors
California
$1.58K -$788 -16 -36%
2L
187
25 LLC
Missouri
$1.28K +$542 +11 +100%
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$1.18K
GRP
189
Global Retirement Partners
California
$1.13K -$148 -3 -13%
BAAM
190
Baker Avenue Asset Management
California
$1.01K -$443 -9 -33%
FHA
191
First Horizon Advisors
Tennessee
$1.01K
Bessemer Group
192
Bessemer Group
New Jersey
$1K +$1.18K +24 New
AF
193
Allworth Financial
California
$958 +$345 +7 +70%
AWM
194
Abound Wealth Management
Tennessee
$451 +$394 +8 New
PA
195
Parallel Advisors
California
$394
FSWA
196
Financial Synergies Wealth Advisors
Texas
$338
Capital Research Global Investors
197
Capital Research Global Investors
California
-$33.3M -679,810 Closed
VHMC
198
Value Holdings Management Company
New York
-$638K -13,000 Closed
Jane Street
199
Jane Street
New York
-$518K -10,567 Closed
E
200
Ergoteles
New York
-$454K -9,261 Closed