ePlus
PLUS
151 hedge funds and large institutions have $492M invested in ePlus in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 20 closing their positions.
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
1% more funds holding
Funds holding: 149 → 151 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $505M → $492M (-$13.1M)
8% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$5.66M |
| 2 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
+$2.06M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.85M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.72M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.35M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$6.12M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$3.84M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.02M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.9M |
PLUS Hedge Fund Activity: Q2 2016 in Review
151 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q2 2016, worth a combined $492M — down 2.6% from $505M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PLUS positions and 20 closed out — a net gain of 3 holders — while 49 added to existing stakes and 53 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $5.66M. The largest seller was Fidelity Investments, exiting entirely with an estimated $6.35M sold.
- 151 institutional investors held ePlus (PLUS) as of Q2 2016, up from 149 in Q1 2016.
- Funds reported $492M of ePlus stock for Q2 2016, down 2.6% quarter-over-quarter.
- 23 funds opened new ePlus positions in Q2 2016 and 20 closed out, a net change of +3 holders.
- The largest ePlus buyer in Q2 2016 was Janus Henderson Group, an estimated $5.66M added.
- The largest ePlus seller in Q2 2016 was Fidelity Investments, an estimated $6.35M sold.
Based on aggregated 13F filings for Q2 2016.