ePlus
PLUS
119 hedge funds and large institutions have $400M invested in ePlus in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 5 closing their positions.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more capital invested
Capital invested by funds: $277M → $400M (+$123M)
23% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 31
21% more funds holding
Funds holding: 98 → 119 (+21)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$8.64M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.82M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.09M |
| 4 |
Morgan Stanley
New York
|
+$2.78M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$5.16M |
| 2 |
RA
Royce & Associates
New York
|
-$5.03M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.92M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$2.1M |
| 5 |
OP
Osmium Partners
Greenbrae,
California
|
-$1.44M |
PLUS Hedge Fund Activity: Q4 2014 in Review
119 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2014, worth a combined $400M — up 44% from $277M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PLUS positions and 5 closed out — a net gain of 22 holders — while 38 added to existing stakes and 31 trimmed.
The largest buyer was River Road Asset Management, adding an estimated $8.64M. The largest seller was Whitebox Advisors, cutting an estimated $5.16M.
- 119 institutional investors held ePlus (PLUS) as of Q4 2014, up from 98 in Q3 2014.
- Funds reported $400M of ePlus stock for Q4 2014, up 44% quarter-over-quarter.
- 27 funds opened new ePlus positions in Q4 2014 and 5 closed out, a net change of +22 holders.
- The largest ePlus buyer in Q4 2014 was River Road Asset Management, an estimated $8.64M added.
- The largest ePlus seller in Q4 2014 was Whitebox Advisors, an estimated $5.16M sold.
Based on aggregated 13F filings for Q4 2014.