ePlus
PLUS
178 hedge funds and large institutions have $986M invested in ePlus in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 22 closing their positions.
1.64% more ownership
Funds ownership: 180.25% → 181.89% (+1.6%)
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
3% more capital invested
Capital invested by funds: $960M → $986M (+$25.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 179 → 178 (-1)
6% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$23.3M |
| 2 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$6.53M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$4.51M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.32M |
| 5 |
MSL
Mackay Shields LLC
New York
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$15.5M |
| 2 |
GC
Gobi Capital
San Francisco,
California
|
-$10.6M |
| 3 |
RA
Royce & Associates
New York
|
-$6.24M |
| 4 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$5.05M |
| 5 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$4.33M |
PLUS Hedge Fund Activity: Q1 2018 in Review
178 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q1 2018, worth a combined $986M — up 2.6% from $960M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PLUS positions and 22 closed out — a net gain of 1 holder — while 60 added to existing stakes and 64 trimmed.
The largest buyer was Fiduciary Management Inc, adding an estimated $23.3M. The largest seller was Invesco, cutting an estimated $15.5M.
- 178 institutional investors held ePlus (PLUS) as of Q1 2018, down from 179 in Q4 2017.
- Funds reported $986M of ePlus stock for Q1 2018, up 2.6% quarter-over-quarter.
- 23 funds opened new ePlus positions in Q1 2018 and 22 closed out, a net change of +1 holder.
- The largest ePlus buyer in Q1 2018 was Fiduciary Management Inc, an estimated $23.3M added.
- The largest ePlus seller in Q1 2018 was Invesco, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2018.