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ePlus
PLUS

Overview Fund Activity

222 hedge funds and large institutions have $2.06B invested in ePlus in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
222
Holders Change
+6
Holders Change %
+2.78%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
73
Reduced
86
Closed
29
Calls
$919K
Puts
$291K
Net Calls
+$628K
Net Calls Change
-$1.05M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$91.5M
2
GC
2
Gobi Capital
California
$97.3M
3
American Century Companies
3
American Century Companies
Missouri
$21.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$10.5M
5
Cerity Partners
5
Cerity Partners
New York
$7.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
GCM
2
Geneva Capital Management
Wisconsin
$95.8M
3
BlackRock
3
BlackRock
New York
$354M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$64.3M
5
RRAM
5
River Road Asset Management
Kentucky
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$74.1K -$1.23M -15,643 -94%
QCG
177
Quadrant Capital Group
Ohio
$54.9K +$11.2K +142 +25%
KBC Group
178
KBC Group
Belgium
$52K -$18.4K -233 -26%
TRCT
179
Tower Research Capital (TRC)
New York
$50.5K -$666K -8,485 -93%
AAM
180
Advisors Asset Management
Colorado
$39.6K -$157 -2 -0.4%
PS
181
Principal Securities
Iowa
$30.8K -$8.09K -103 -21%
EWA
182
EverSource Wealth Advisors
Alabama
$20.8K – – –
RA
183
Rise Advisors
New York
$16.3K +$16.3K +208 New
CFM
184
Catalyst Funds Management
Australia
$15.7K +$15.7K +200 New
CA
185
CoreCap Advisors
Michigan
$15.7K +$15.7K +200 New
VCM
186
Versant Capital Management
Arizona
$14.4K – – –
C
187
Covestor
United Kingdom
$12K +$10.7K +128 +853%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$11.7K +$11.7K +152 New
AIM
189
Anchor Investment Management
South Carolina
$9.82K +$9.82K +125 New
PWMG
190
Private Wealth Management Group
New Jersey
$9.74K – – –
GI
191
GAMMA Investing
California
$9.5K +$4.16K +53 +78%
US Bancorp
192
US Bancorp
Minnesota
$8.56K +$2.99K +38 +54%
RFS
193
Richardson Financial Services
Massachusetts
$8.25K -$4.08K -52 -33%
GWSG
194
GPS Wealth Strategies Group
Colorado
$7.85K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$7.07K +$393 +5 +6%
TWC
196
TD Waterhouse Canada
Ontario, Canada
$5.86K +$5.86K +77 New
GRP
197
Global Retirement Partners
California
$5.81K -$1.49K -19 -20%
BIA
198
Bell Investment Advisors
California
$5.03K – – –
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$4.56K – – –
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$4.48K – – –
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