ePlus
PLUS
170 hedge funds and large institutions have $571M invested in ePlus in 2015 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 15 closing their positions.
173% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more capital invested
Capital invested by funds: $480M → $571M (+$90.3M)
16% more funds holding
Funds holding: 146 → 170 (+24)
19% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$20.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$13M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.97M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$7.76M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$19.1M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$10.9M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$7.35M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.35M |
| 5 |
MCM
Matarin Capital Management
New York
|
-$4.95M |
PLUS Hedge Fund Activity: Q4 2015 in Review
170 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2015, worth a combined $571M — up 19% from $480M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PLUS positions and 15 closed out — a net gain of 26 holders — while 50 added to existing stakes and 62 trimmed.
The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $20.1M. The largest seller was Numeric Investors, cutting an estimated $19.1M.
- 170 institutional investors held ePlus (PLUS) as of Q4 2015, up from 146 in Q3 2015.
- Funds reported $571M of ePlus stock for Q4 2015, up 19% quarter-over-quarter.
- 41 funds opened new ePlus positions in Q4 2015 and 15 closed out, a net change of +26 holders.
- The largest ePlus buyer in Q4 2015 was Copper Rock Capital Partners, an estimated $20.1M added.
- The largest ePlus seller in Q4 2015 was Numeric Investors, an estimated $19.1M sold.
Based on aggregated 13F filings for Q4 2015.