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ePlus
PLUS

169 hedge funds and large institutions have $897M invested in ePlus in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0.84% more ownership

Funds ownership: 182.97% → 183.8% (+0.84%)

4% less funds holding

Funds holding: 176 → 169 (-7)

23% less capital invested

Capital invested by funds: $1.16B → $897M (-$267M)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
3.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
60
Reduced
58
Closed
27
Calls
$214K
Puts
–
Net Calls
+$214K
Net Calls Change
-$110K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$10.4M
3
Janus Henderson Group
Janus Henderson Group
+$7.69M
4
Morgan Stanley
Morgan Stanley
New York
+$6.43M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.11M
2
Invesco
Invesco
Georgia
-$5.07M
3
MCM
Matarin Capital Management
New York
-$4.79M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.26M
5
Prudential Financial
Prudential Financial
New Jersey
-$3.89M

PLUS Hedge Fund Activity: Q4 2018 in Review

169 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2018, worth a combined $897M — down 23% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PLUS and 20 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 60 added.

The largest buyer was Wellington Management Group, adding an estimated $13.9M. The largest seller was Ameriprise, cutting an estimated $5.11M.

  • 169 institutional investors held ePlus (PLUS) as of Q4 2018, down from 176 in Q3 2018.
  • Funds reported $897M of ePlus stock for Q4 2018, down 23% quarter-over-quarter.
  • 20 funds opened new ePlus positions in Q4 2018 and 27 closed out, a net change of -7 holders.
  • The largest ePlus buyer in Q4 2018 was Wellington Management Group, an estimated $13.9M added.
  • The largest ePlus seller in Q4 2018 was Ameriprise, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2018.