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228 hedge funds and large institutions have $1.87B invested in ePlus in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $383K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

2% more funds holding

Funds holding: 223228 (+5)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.03% less ownership

Funds ownership: 97.42%94.39% (-3%)

9% less capital invested

Capital invested by funds: $2.06B → $1.87B (-$189M)

Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
84
Reduced
77
Closed
28
Calls
$1.08M
Puts
$383K
Net Calls
+$693K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
176
Picton Mahoney Asset Management
Ontario, Canada
$156K +$163K +2,126 New
Amundi
177
Amundi
France
$115K -$245K -3,208 -67%
SPIA
178
Steward Partners Investment Advisory
New York
$88.8K +$11K +144 +14%
KBC Group
179
KBC Group
Belgium
$68K +$20.6K +270 +41%
IC
180
Innealta Capital
Texas
$66.4K +$68.9K +901 New
HNB
181
Huntington National Bank
Ohio
$62K -$75.4K -986 -54%
QCG
182
Quadrant Capital Group
Ohio
$59.7K +$8.49K +111 +16%
Osaic Holdings
183
Osaic Holdings
Arizona
$57.5K -$12.5K -163 -17%
AAM
184
Advisors Asset Management
Colorado
$57.4K +$21K +275 +55%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$44K +$42K +549 +1,248%
SFCL
186
Strengthening Families & Communities LLC
Massachusetts
$32K +$33.3K +436 New
CFM
187
Catalyst Funds Management
Australia
$29.5K +$15.3K +200 +100%
EWA
188
EverSource Wealth Advisors
Alabama
$24.8K
Bessemer Group
189
Bessemer Group
New Jersey
$24K +$22.6K +296 +1,233%
QL
190
Quarry LP
New York
$19.2K +$18.1K +237 +1,030%
AIM
191
Anchor Investment Management
South Carolina
$18.4K +$9.56K +125 +100%
RA
192
Rise Advisors
New York
$15.3K
VCM
193
Versant Capital Management
Arizona
$13.9K +$382 +5 +3%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$11.1K
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$10.8K +$4.36K +57 +63%
C
196
Covestor
United Kingdom
$10K -$229 -3 -2%
PWMG
197
Private Wealth Management Group
New Jersey
$9.14K
GI
198
GAMMA Investing
California
$9.14K +$229 +3 +2%
SAM
199
Smartleaf Asset Management
Massachusetts
$8.08K +$7.03K +92 +460%
Simplex Trading
200
Simplex Trading
Illinois
$8K +$8.71K +114 New