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ePlus
PLUS

Overview Fund Activity

240 hedge funds and large institutions have $1.92B invested in ePlus in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+8
Holders Change %
+3.45%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
73
Reduced
92
Closed
27
Calls
$731K
Puts
$360K
Net Calls
+$371K
Net Calls Change
-$918K

Top Buyers

1
MFS
Mirabella Financial Services
United Kingdom
$20M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$15.6M
3
Swedbank
Swedbank
Sweden
$11.1M
4
American Century Companies
American Century Companies
Missouri
$58.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.29M

Top Sellers

1
GC
Gobi Capital
California
$69.2M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$46.7M
3
RRAM
River Road Asset Management
Kentucky
$34.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.2M
5
Ameriprise
Ameriprise
Minnesota
$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
201
GAMMA Investing
California
$10.4K -$17.4K -235 -63%
C
202
Covestor
United Kingdom
$10K -$1.46K -19 -13%
PWMG
203
Private Wealth Management Group
New Jersey
$9.16K – – –
MG
204
Mather Group
Illinois
$8.2K +$8.2K +111 New
AAP
205
Arax Advisory Partners
Colorado
$7.54K – – –
GWSG
206
GPS Wealth Strategies Group
Colorado
$7.39K – – –
PC
207
Promethos Capital
Massachusetts
$7.39K – – –
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$6.8K -$4.58K -62 -40%
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$4.32K – – –
PS
210
Principal Securities
Iowa
$4.29K – – –
Simplex Trading
211
Simplex Trading
Illinois
$4K +$4K +64 New
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$3.62K -$739 -10 -17%
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.55K – – –
BIA
214
Bell Investment Advisors
California
$3.25K -$1.48K -20 -31%
GRP
215
Global Retirement Partners
California
$2.81K – – –
UB
216
UMB Bank
Missouri
$2.73K -$1.7K -23 -38%
TWC
217
TD Waterhouse Canada
Ontario, Canada
$2.51K -$257K -3,490 -99%
FFA
218
Farther Finance Advisors
California
$1.55K – – –
AF
219
Allworth Financial
California
$1.37K – – –
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$1.33K – – –
Creative Planning
221
Creative Planning
Kansas
$1.26K -$209K -2,826 -99%
S
222
SignatureFD
Georgia
$1.03K – – –
PMAM
223
Picton Mahoney Asset Management
Ontario, Canada
$1K -$294K -3,817 -100%
HI
224
Harbour Investments
Wisconsin
$960 +$960 +13 New
PA
225
Parallel Advisors
California
$887 +$370 +5 +71%
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9
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