PLUS icon

ePlus
PLUS

Overview Fund Activity

232 hedge funds and large institutions have $2.52B invested in ePlus in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 29 closing their positions.

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
77
Reduced
84
Closed
29
Calls
$1.62M
Puts
$334K
Net Calls
+$1.29M
Net Calls Change
+$596K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$136M
3
American Century Companies
3
American Century Companies
Missouri
$65.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$18.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$95.3M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$55.2M
2
Millennium Management
2
Millennium Management
New York
$5.98M
3
GCM
3
Geneva Capital Management
Wisconsin
$87M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$9.89M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$129K 1,312 +107 +9%
AAM
177
Advisors Asset Management
Colorado
$110K 1,121 +342 +44%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$104K 1,060 -1,622 -60%
KBC Group
179
KBC Group
Belgium
$91K 927 – –
HNB
180
Huntington National Bank
Ohio
$84.6K 860 +18 +2%
QCG
181
Quadrant Capital Group
Ohio
$79.7K 810 – –
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$75.9K 772 +772 New
CFM
183
Catalyst Funds Management
Australia
$68.8K 700 +300 +75%
OC
184
Oarsman Capital
Wisconsin
$65.7K 668 +668 New
SFCL
185
Strengthening Families & Communities LLC
Massachusetts
$42.9K 436 – –
GI
186
GAMMA Investing
California
$37K 376 +252 +203%
Citadel Advisors
187
Citadel Advisors
Florida
$32.9K 335 -65,682 -99%
LFG
188
Larson Financial Group
Missouri
$30.7K 312 +307 +6,140%
EWA
189
EverSource Wealth Advisors
Alabama
$26.6K 270 – –
AIM
190
Anchor Investment Management
South Carolina
$24.6K 250 – –
RA
191
Rise Advisors
New York
$20.5K 208 – –
CA
192
CoreCap Advisors
Michigan
$19.7K 200 +200 New
VCM
193
Versant Capital Management
Arizona
$19.6K 199 +11 +6%
SAM
194
Smartleaf Asset Management
Massachusetts
$17.7K 179 +67 +60%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$15.1K 154 +7 +5%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$14.9K 152 – –
C
197
Covestor
United Kingdom
$14K 149 +9 +6%
US Bancorp
198
US Bancorp
Minnesota
$12.5K 127 +56 +79%
PWMG
199
Private Wealth Management Group
New Jersey
$12.2K 124 – –
Jones Financial Companies
200
Jones Financial Companies
Missouri
$11.7K 118 +118 New
6 7
8
9 10