We are live on ! Find out more

149 hedge funds and large institutions have $501M invested in ePlus in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 61

12% less capital invested

Capital invested by funds: $570M → $501M (-$69.2M)

12% less funds holding

Funds holding: 170149 (-21)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
149
Holders Change
-21
Holders Change %
-12.35%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
14
Increased
56
Reduced
61
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$53.2M -$111K -5,360 -0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$34.1M -$713K -34,568 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.7M +$2.59M +125,512 +9%
BFA
4
BlackRock Fund Advisors
California
$29.6M -$25.4K -1,232 -0.1%
RRAM
5
River Road Asset Management
Kentucky
$28.7M +$23.4M +1,135,852 +391%
FMI
6
Fiduciary Management Inc
Wisconsin
$27M +$24.2M +1,170,300 +677%
LSV Asset Management
7
LSV Asset Management
Illinois
$20.5M -$3.15M -152,700 -13%
CRCP
8
Copper Rock Capital Partners
Massachusetts
$19.4M +$1.45M +70,352 +8%
TAM
9
THB Asset Management
Connecticut
$14.7M +$1.19M +57,532 +9%
RA
10
Royce & Associates
New York
$13M +$2.26M +109,600 +20%
BIT
11
BlackRock Institutional Trust
California
$11.8M -$1.28M -61,836 -10%
Allianz Asset Management
12
Allianz Asset Management
Germany
$11.2M +$246K +11,932 +2%
Federated Hermes
13
Federated Hermes
Pennsylvania
$10.8M +$10.8M +522,856 +3,224%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$9.52M +$5.74M +278,296 +143%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.19M +$3.5M +169,740 +59%
State Street
16
State Street
Massachusetts
$8.69M -$791K -38,316 -8%
JIR
17
James Investment Research
Ohio
$8.6M +$1.82M +87,960 +26%
CLM
18
ClearBridge LLC (Maryland)
Maryland
$8.03M -$28.1K -1,364 -0.3%
Northern Trust
19
Northern Trust
Illinois
$7.66M +$127K +6,172 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$6.35M -$5.46M -264,436 -46%
First Trust Advisors
21
First Trust Advisors
Illinois
$5.94M -$1.52M -73,836 -20%
Ameriprise
22
Ameriprise
Minnesota
$5.93M -$1.72M -83,472 -22%
NFA
23
Nationwide Fund Advisors
Ohio
$5.87M +$2.84M +137,404 +89%
SCP
24
Steamboat Capital Partners
New York
$5.83M -$1.3M -63,052 -18%
BA
25
Boston Advisors
Massachusetts
$5.77M -$1.94M -93,960 -25%