ePlus
PLUS
87 hedge funds and large institutions have $218M invested in ePlus in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
30% more capital invested
Capital invested by funds: $167M → $218M (+$50.5M)
7% more funds holding
Funds holding: 81 → 87 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.5M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$2.86M |
| 3 |
OP
Osmium Partners
Greenbrae,
California
|
+$2.25M |
| 4 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$1.28M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$2.63M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.58M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$474K |
| 4 |
RA
Royce & Associates
New York
|
-$432K |
| 5 |
Neuberger Berman Group
New York
|
-$411K |
PLUS Hedge Fund Activity: Q4 2013 in Review
87 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2013, worth a combined $218M — up 30% from $167M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PLUS positions and 5 closed out — a net gain of 6 holders — while 33 added to existing stakes and 33 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $25.5M. The largest seller was Nationwide Fund Advisors, cutting an estimated $2.63M.
- 87 institutional investors held ePlus (PLUS) as of Q4 2013, up from 81 in Q3 2013.
- Funds reported $218M of ePlus stock for Q4 2013, up 30% quarter-over-quarter.
- 11 funds opened new ePlus positions in Q4 2013 and 5 closed out, a net change of +6 holders.
- The largest ePlus buyer in Q4 2013 was Wellington Management Group, an estimated $25.5M added.
- The largest ePlus seller in Q4 2013 was Nationwide Fund Advisors, an estimated $2.63M sold.
Based on aggregated 13F filings for Q4 2013.