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ePlus
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Overview Fund Activity

216 hedge funds and large institutions have $1.6B invested in ePlus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 89 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+20
Holders Change %
+10.2%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
66
Reduced
89
Closed
11
Calls
$1.02M
Puts
$140K
Net Calls
+$876K
Net Calls Change
+$543K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.2M
2
Millennium Management
2
Millennium Management
New York
$9.93M
3
Swedbank
3
Swedbank
Sweden
$4.07M
4
Comerica Bank
4
Comerica Bank
Texas
$3.25M
5
PFC
5
Phocas Financial Corp
California
$6.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.28M
2
Deutsche Bank
2
Deutsche Bank
Germany
$881K
3
WCM Investment Management
3
WCM Investment Management
California
$37.6M
4
RRAM
4
River Road Asset Management
Kentucky
$122M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
201
Global Retirement Partners
California
$3.7K +$2.43K +38 +190%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$3.68K +$3.68K +58 New
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$3.62K – – –
FFA
204
Farther Finance Advisors
California
$2.73K -$2.99K -47 -52%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$2.03K -$1.65K -26 -45%
C
206
Covestor
United Kingdom
$2K -$444 -6 -18%
Bessemer Group
207
Bessemer Group
New Jersey
$2K – – –
BWL
208
Bogart Wealth LLC
Virginia
$1.78K +$1.78K +28 New
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.33K – – –
BAAM
210
Baker Avenue Asset Management
California
$1.14K – – –
FHA
211
First Horizon Advisors
Tennessee
$1.14K – – –
AF
212
Allworth Financial
California
$1.08K – – –
CAM
213
ClariVest Asset Management
California
$1K -$1.69K -22 -63%
AWM
214
Abound Wealth Management
Tennessee
$509 – – –
FSWA
215
Financial Synergies Wealth Advisors
Texas
$382 – – –
ECM
216
Everence Capital Management
Indiana
$290 – – –
NIG
217
NFJ Investment Group
Texas
– -$2.33M -41,415 Closed
CIC
218
Cornercap Investment Counsel
Georgia
– -$501K -8,904 Closed
CCM
219
Corsair Capital Management
New York
– -$450K -8,000 Closed
PCM
220
Prelude Capital Management
New York
– -$253K -4,492 Closed
OR
221
Olympiad Research
Connecticut
– -$227K -4,028 Closed
BCM
222
Bayesian Capital Management
New York
– -$225K -4,005 Closed
Man Group
223
Man Group
United Kingdom
– -$224K -3,980 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
224
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$217K -3,846 Closed
FMP
225
Financial Management Professionals
Texas
– -$30K -536 Closed
6 7 8
9
10