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ePlus
PLUS

Overview Fund Activity

240 hedge funds and large institutions have $1.92B invested in ePlus in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+8
Holders Change %
+3.45%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
73
Reduced
92
Closed
27
Calls
$731K
Puts
$360K
Net Calls
+$371K
Net Calls Change
-$918K

Top Buyers

1
MFS
1
Mirabella Financial Services
United Kingdom
$20M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$15.6M
3
Swedbank
3
Swedbank
Sweden
$11.1M
4
American Century Companies
4
American Century Companies
Missouri
$58.4M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.29M

Top Sellers

1
GC
1
Gobi Capital
California
$69.2M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$46.7M
3
RRAM
3
River Road Asset Management
Kentucky
$34.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.2M
5
Ameriprise
5
Ameriprise
Minnesota
$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
176
Amundi
France
$94K -$25.4K -334 -21%
QC
177
Quent Capital
New York
$93.7K +$93.7K +1,268 New
HNB
178
Huntington National Bank
Ohio
$86.3K +$22.8K +308 +36%
AAM
179
Advisors Asset Management
Colorado
$82.8K – – –
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$78.5K +$148 +2 +0.2%
MAM
181
Meeder Asset Management
Ohio
$60.9K +$60.9K +824 New
QCG
182
Quadrant Capital Group
Ohio
$59.8K – – –
JFGIW
183
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.5K +$59.5K +745 New
TRCT
184
Tower Research Capital (TRC)
New York
$58.5K -$135K -1,832 -70%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$53K -$66.3K -890 -56%
OC
186
Oarsman Capital
Wisconsin
$52.5K +$3.1K +42 +6%
QL
187
Quarry LP
New York
$34.9K +$31.8K +430 +1,000%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$31.1K +$22.4K +303 +257%
SAM
189
Smartleaf Asset Management
Massachusetts
$25K +$11.9K +163 +91%
SPIA
190
Steward Partners Investment Advisory
New York
$24.2K -$72.8K -985 -75%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$19.1K -$38K -514 -67%
AIM
192
Anchor Investment Management
South Carolina
$18.5K – – –
Osaic Holdings
193
Osaic Holdings
Arizona
$17K -$490K -6,634 -97%
RA
194
Rise Advisors
New York
$15.4K – – –
CA
195
CoreCap Advisors
Michigan
$14.8K – – –
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$11.5K – – –
JSAM
197
J. Safra Asset Management
New York
$11.4K +$3.15K +43 +38%
US Bancorp
198
US Bancorp
Minnesota
$11.2K +$1.85K +25 +20%
VCM
199
Versant Capital Management
Arizona
$11K -$3.69K -50 -25%
EWA
200
EverSource Wealth Advisors
Alabama
$10.8K -$9.16K -124 -46%
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