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223 hedge funds and large institutions have $2.06B invested in ePlus in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $919K | Put options by funds: $291K

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

3% more funds holding

Funds holding: 216223 (+7)

0.35% less ownership

Funds ownership: 97.76%97.42% (-0.35%)

2% less capital invested

Capital invested by funds: $2.1B → $2.06B (-$43.8M)

15% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
37
Increased
73
Reduced
86
Closed
29
Calls
$919K
Puts
$291K
Net Calls
+$628K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
176
EntryPoint Capital
New York
$82.9K +$76.1K +977 +1,237%
Osaic Holdings
177
Osaic Holdings
Arizona
$74.1K -$1.22M -15,643 -94%
QCG
178
Quadrant Capital Group
Ohio
$54.9K +$11.1K +142 +25%
KBC Group
179
KBC Group
Belgium
$52K -$18.1K -233 -26%
TRCT
180
Tower Research Capital (TRC)
New York
$50.5K -$661K -8,485 -93%
AAM
181
Advisors Asset Management
Colorado
$39.6K -$156 -2 -0.4%
PS
182
Principal Securities
Iowa
$30.8K -$8.02K -103 -21%
EWA
183
EverSource Wealth Advisors
Alabama
$20.8K
RA
184
Rise Advisors
New York
$16.3K +$16.2K +208 New
CFM
185
Catalyst Funds Management
Australia
$15.7K +$15.6K +200 New
CA
186
CoreCap Advisors
Michigan
$15.7K +$15.6K +200 New
VCM
187
Versant Capital Management
Arizona
$14.4K
C
188
Covestor
United Kingdom
$12K +$9.97K +128 +853%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$11.7K +$11.8K +152 New
AIM
190
Anchor Investment Management
South Carolina
$9.82K +$9.73K +125 New
PWMG
191
Private Wealth Management Group
New Jersey
$9.74K
GI
192
GAMMA Investing
California
$9.5K +$4.13K +53 +78%
US Bancorp
193
US Bancorp
Minnesota
$8.56K +$2.96K +38 +54%
RFS
194
Richardson Financial Services
Massachusetts
$8.25K -$4.05K -52 -33%
GWSG
195
GPS Wealth Strategies Group
Colorado
$7.85K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$7.07K +$389 +5 +6%
TWC
197
TD Waterhouse Canada
Ontario, Canada
$5.86K +$6K +77 New
GRP
198
Global Retirement Partners
California
$5.81K -$1.48K -19 -20%
BIA
199
Bell Investment Advisors
California
$5.03K
Mitsubishi UFJ Asset Management
200
Mitsubishi UFJ Asset Management
Japan
$4.55K