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159 hedge funds and large institutions have $725M invested in ePlus in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

355.85% more ownership

Funds ownership: 0%355.85% (+356%)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more capital invested

Capital invested by funds: $571M → $725M (+$154M)

6% more funds holding

Funds holding: 150159 (+9)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
24
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$68.5M -$1.44M -55,380 -2%
BFA
2
BlackRock Fund Advisors
California
$60.4M +$6.14M +236,540 +13%
FMI
3
Fiduciary Management Inc
Wisconsin
$54M +$1.87M +72,100 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$49.1M +$95.5K +3,680 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$48.4M +$683K +26,320 +2%
RRAM
6
River Road Asset Management
Kentucky
$28.5M -$6.1M -235,340 -19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$23.9M +$14.1M +543,856 +189%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$21.4M +$36.3K +1,400 +0.2%
GC
9
Gobi Capital
California
$21.1M +$19M +731,932 New
BIT
10
BlackRock Institutional Trust
California
$18.7M +$743K +28,656 +5%
State Street
11
State Street
Massachusetts
$16.2M +$1.61M +62,144 +12%
LSV Asset Management
12
LSV Asset Management
Illinois
$15.8M -$7.39M -284,944 -34%
JIR
13
James Investment Research
Ohio
$15.3M +$4.2M +161,760 +44%
CLM
14
ClearBridge LLC (Maryland)
Maryland
$14.8M +$2.44M +94,120 +22%
TAM
15
THB Asset Management
Connecticut
$14.5M +$93.3K +3,596 +0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.7M +$514K +19,804 +4%
Federated Hermes
17
Federated Hermes
Pennsylvania
$13.2M -$3.01M -115,884 -20%
Northern Trust
18
Northern Trust
Illinois
$12.6M +$244K +9,396 +2%
RA
19
Royce & Associates
New York
$12.5M -$1.67M -64,400 -13%
UIC
20
Uniplan Investment Counsel
Wisconsin
$9.05M +$897K +34,592 +12%
NFA
21
Nationwide Fund Advisors
Ohio
$8.76M +$363K +13,996 +5%
Ameriprise
22
Ameriprise
Minnesota
$7.67M +$314K +12,096 +5%
BA
23
Boston Advisors
Massachusetts
$6.57M -$647K -24,936 -10%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$6.07M +$1.22M +47,148 +29%
SCP
25
Steamboat Capital Partners
New York
$5.58M -$3.26M -125,528 -39%