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223 hedge funds and large institutions have $2.06B invested in ePlus in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $919K | Put options by funds: $291K

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

3% more funds holding

Funds holding: 216223 (+7)

0.35% less ownership

Funds ownership: 97.76%97.42% (-0.35%)

2% less capital invested

Capital invested by funds: $2.1B → $2.06B (-$43.8M)

15% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
37
Increased
73
Reduced
86
Closed
29
Calls
$919K
Puts
$291K
Net Calls
+$628K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$4.48K
FHA
202
First Horizon Advisors
Tennessee
$4.16K
DA
203
Denali Advisors
California
$3.93K +$78 +1 +2%
BCMLT
204
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K +$3.74K +48 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$3K +$78 +1 +2%
PFC
206
Phocas Financial Corp
California
$2.71K -$1.75M -22,421 -39%
Bessemer Group
207
Bessemer Group
New Jersey
$2K
QL
208
Quarry LP
New York
$1.81K +$1.79K +23 New
SAM
209
Smartleaf Asset Management
Massachusetts
$1.56K +$1.56K +20 New
FFA
210
Farther Finance Advisors
California
$1.46K
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.41K -$234 -3 -14%
AF
212
Allworth Financial
California
$1.34K
PA
213
Parallel Advisors
California
$1.26K
S
214
SignatureFD
Georgia
$1.1K +$1.09K +14 New
PFBT
215
Parkside Financial Bank & Trust
Missouri
$943 -$78 -1 -8%
UB
216
UMB Bank
Missouri
$942 +$934 +12 New
HI
217
Horizon Investments
North Carolina
$707 +$701 +9 New
LC
218
Lindbrook Capital
California
$628
AWM
219
Abound Wealth Management
Tennessee
$472
FSWA
220
Financial Synergies Wealth Advisors
Texas
$472
RIL
221
Rothschild Investment LLC
Illinois
$393 +$389 +5 New
AWM
222
Avior Wealth Management
Nebraska
$392 +$389 +5 New
ECM
223
Everence Capital Management
Indiana
$358
OAM
224
Oberweis Asset Management
Illinois
-$2.66M -33,300 Closed
ECM
225
ExodusPoint Capital Management
New York
-$1.75M -21,940 Closed