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ePlus
PLUS

Overview Fund Activity

222 hedge funds and large institutions have $2.06B invested in ePlus in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
222
Holders Change
+6
Holders Change %
+2.78%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
73
Reduced
86
Closed
29
Calls
$919K
Puts
$291K
Net Calls
+$628K
Net Calls Change
-$1.05M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$91.5M
2
GC
2
Gobi Capital
California
$97.3M
3
American Century Companies
3
American Century Companies
Missouri
$21.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$10.5M
5
Cerity Partners
5
Cerity Partners
New York
$7.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
GCM
2
Geneva Capital Management
Wisconsin
$95.8M
3
BlackRock
3
BlackRock
New York
$354M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$64.3M
5
RRAM
5
River Road Asset Management
Kentucky
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$4.16K – – –
DA
202
Denali Advisors
California
$3.93K +$79 +1 +2%
BCMLT
203
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K +$3.77K +48 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$3K +$68 +1 +2%
PFC
205
Phocas Financial Corp
California
$2.71K -$1.76K -22,421 -39%
Bessemer Group
206
Bessemer Group
New Jersey
$2K – – –
QL
207
Quarry LP
New York
$1.81K +$1.81K +23 New
SAM
208
Smartleaf Asset Management
Massachusetts
$1.56K +$1.56K +20 New
FFA
209
Farther Finance Advisors
California
$1.46K – – –
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.41K -$236 -3 -14%
AF
211
Allworth Financial
California
$1.34K – – –
PA
212
Parallel Advisors
California
$1.26K – – –
S
213
SignatureFD
Georgia
$1.1K +$1.1K +14 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$943 -$79 -1 -8%
UB
215
UMB Bank
Missouri
$942 +$942 +12 New
HI
216
Horizon Investments
North Carolina
$707 +$707 +9 New
LC
217
Lindbrook Capital
California
$628 – – –
AWM
218
Abound Wealth Management
Tennessee
$472 – – –
FSWA
219
Financial Synergies Wealth Advisors
Texas
$472 – – –
RIL
220
Rothschild Investment LLC
Illinois
$393 +$393 +5 New
AWM
221
Avior Wealth Management
Nebraska
$392 +$392 +5 New
ECM
222
Everence Capital Management
Indiana
$358 – – –
OAM
223
Oberweis Asset Management
Illinois
– -$2.66M -33,300 Closed
ECM
224
ExodusPoint Capital Management
New York
– -$1.75M -21,940 Closed
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.67M -20,961 Closed
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