PLUS icon

ePlus
PLUS

Overview Fund Activity

216 hedge funds and large institutions have $2.1B invested in ePlus in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
31
Increased
63
Reduced
93
Closed
30
Calls
$2.28M
Puts
$599K
Net Calls
+$1.68M
Net Calls Change
+$800K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
GC
2
Gobi Capital
California
$49.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43M
4
LCOV
4
London Company of Virginia
Virginia
$16.5M
5
Swedbank
5
Swedbank
Sweden
$16M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$18.2M
3
Millennium Management
3
Millennium Management
New York
$1.11M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$128K -$399 -5 -0.3%
MLICM
177
Metropolitan Life Insurance Company (MetLife)
New York
$120K -$7.51K -94 -6%
AF
178
Advisornet Financial
Minnesota
$74.1K – – –
KBC Group
179
KBC Group
Belgium
$71K – – –
PI
180
PEAK6 Investments
Illinois
$53K +$53K +664 New
QCG
181
Quadrant Capital Group
Ohio
$44.5K -$6.87K -86 -13%
AAM
182
Advisors Asset Management
Colorado
$40.4K +$5.11K +64 +14%
PS
183
Principal Securities
Iowa
$39.5K +$39.5K +495 New
MSG
184
Main Street Group
Virginia
$26.3K +$26.3K +330 New
SPIA
185
Steward Partners Investment Advisory
New York
$26.3K +$1.04K +13 +4%
AS
186
Altshuler Shaham
Israel
$21.7K -$6.15K -77 -22%
EWA
187
EverSource Wealth Advisors
Alabama
$21.6K – – –
VCM
188
Versant Capital Management
Arizona
$14.6K -$6.23K -78 -30%
RFS
189
Richardson Financial Services
Massachusetts
$12.5K +$12.5K +157 New
PWMG
190
Private Wealth Management Group
New Jersey
$9.9K +$9.9K +124 New
GWSG
191
GPS Wealth Strategies Group
Colorado
$7.98K – – –
GRP
192
Global Retirement Partners
California
$7.01K +$2.64K +35 +60%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$6.79K – – –
EC
194
EntryPoint Capital
New York
$6.31K +$6.31K +79 New
US Bancorp
195
US Bancorp
Minnesota
$5.67K -$10.9K -137 -66%
AssetMark Inc
196
AssetMark Inc
California
$5.35K +$5.35K +67 New
GI
197
GAMMA Investing
California
$5.14K +$5.14K +68 New
BIA
198
Bell Investment Advisors
California
$5.11K -$240 -3 -4%
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$4.59K – – –
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$4.55K – – –
6 7
8
9 10