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234 hedge funds and large institutions have $2.53B invested in ePlus in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $334K

35% more capital invested

Capital invested by funds: $1.87B → $2.53B (+$656M)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 228234 (+6)

1.34% more ownership

Funds ownership: 94.39%95.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
77
Reduced
85
Closed
27
Calls
$1.62M
Puts
$334K
Net Calls
+$1.29M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Private Wealth Management Group
New Jersey
$12.2K
Jones Financial Companies
202
Jones Financial Companies
Missouri
$11.7K +$10.4K +118 New
JSAM
203
J. Safra Asset Management
New York
$11.2K +$8.89K +101 +842%
AAP
204
Arax Advisory Partners
Colorado
$10K
GWSG
205
GPS Wealth Strategies Group
Colorado
$9.83K
Canada Pension Plan Investment Board
206
Canada Pension Plan Investment Board
Ontario, Canada
$9.83K +$8.8K +100 New
PC
207
Promethos Capital
Massachusetts
$9.83K +$8.8K +100 New
CPA
208
Capital Performance Advisors
California
$7.28K +$6.51K +74 New
BIA
209
Bell Investment Advisors
California
$6.29K
UB
210
UMB Bank
Missouri
$5.9K +$2.55K +29 +94%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$5.8K +$880 +10 +20%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$5.8K +$4.22K +48 +436%
Mitsubishi UFJ Asset Management
213
Mitsubishi UFJ Asset Management
Japan
$5.7K
PS
214
Principal Securities
Iowa
$5.7K
BCMLT
215
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.72K
FHA
216
First Horizon Advisors
Tennessee
$4.52K
QL
217
Quarry LP
New York
$4.23K -$19.1K -217 -83%
PFC
218
Phocas Financial Corp
California
$4.21K -$236K -2,677 -6%
GRP
219
Global Retirement Partners
California
$3.74K
RIL
220
Rothschild Investment LLC
Illinois
$2.95K +$2.64K +30 New
FFA
221
Farther Finance Advisors
California
$2.06K +$176 +2 +11%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.77K
AF
223
Allworth Financial
California
$1.67K
BBHC
224
Brown Brothers Harriman & Co
New York
$1.57K +$1.41K +16 New
S
225
SignatureFD
Georgia
$1.38K