PLUS icon

ePlus
PLUS

Overview Fund Activity

216 hedge funds and large institutions have $2.1B invested in ePlus in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
31
Increased
63
Reduced
93
Closed
30
Calls
$2.28M
Puts
$599K
Net Calls
+$1.68M
Net Calls Change
+$800K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
GC
2
Gobi Capital
California
$49.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43M
4
LCOV
4
London Company of Virginia
Virginia
$16.5M
5
Swedbank
5
Swedbank
Sweden
$16M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$18.2M
3
Millennium Management
3
Millennium Management
New York
$1.11M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$4.23K +$2.79K +35 +194%
DA
202
Denali Advisors
California
$3.91K -$2.39M -29,988 -100%
WPA
203
West Paces Advisors
Georgia
$3.83K +$3.83K +48 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.12K -16 -27%
BWL
205
Bogart Wealth LLC
Virginia
$2.24K – – –
Bessemer Group
206
Bessemer Group
New Jersey
$2K – – –
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$1.68K – – –
FFA
208
Farther Finance Advisors
California
$1.52K -$1.92K -24 -56%
AF
209
Allworth Financial
California
$1.36K – – –
PA
210
Parallel Advisors
California
$1.28K -$7.66K -96 -86%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$1.04K -$1.52K -19 -59%
CAM
212
ClariVest Asset Management
California
$1.04K – – –
C
213
Covestor
United Kingdom
$1K -$800 -12 -44%
LC
214
Lindbrook Capital
California
$639 +$639 +8 New
AWM
215
Abound Wealth Management
Tennessee
$480 -$160 -2 -25%
FSWA
216
Financial Synergies Wealth Advisors
Texas
$266 – – –
CSS
217
Cubist Systematic Strategies
Connecticut
– -$4.59M -72,198 Closed
Norges Bank
218
Norges Bank
Norway
– -$2.8M -44,100 Closed
HF
219
HRT Financial
New York
– -$1.76M -27,686 Closed
Tudor Investment Corp
220
Tudor Investment Corp
Connecticut
– -$1.64M -25,766 Closed
Voloridge Investment Management
221
Voloridge Investment Management
Florida
– -$1.44M -22,682 Closed
SG Americas Securities
222
SG Americas Securities
New York
– -$1.07M -16,909 Closed
Two Sigma Investments
223
Two Sigma Investments
New York
– -$957K -15,071 Closed
Marshall Wace
224
Marshall Wace
United Kingdom
– -$945K -14,884 Closed
TI
225
Trexquant Investment
Connecticut
– -$805K -12,674 Closed
6 7 8
9
10