ePlus
PLUS
152 hedge funds and large institutions have $914M invested in ePlus in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 18 closing their positions.
4% more capital invested
Capital invested by funds: $879M → $914M (+$35.2M)
0.09% more ownership
Funds ownership: 184.27% → 184.36% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 157 → 152 (-5)
17% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 63
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $740K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$42.1M |
| 2 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$10.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.42M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$4.23M |
| 5 |
LCM
Legato Capital Management
San Francisco,
California
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.3M |
| 2 |
Goldman Sachs
New York
|
-$6.64M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.49M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.62M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$2.48M |
PLUS Hedge Fund Activity: Q3 2020 in Review
152 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q3 2020, worth a combined $914M — up 4% from $879M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PLUS and 13 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 52 added.
The largest buyer was River Road Asset Management, adding an estimated $42.1M. The largest seller was Fidelity Investments, cutting an estimated $25.3M.
- 152 institutional investors held ePlus (PLUS) as of Q3 2020, down from 157 in Q2 2020.
- Funds reported $914M of ePlus stock for Q3 2020, up 4% quarter-over-quarter.
- 13 funds opened new ePlus positions in Q3 2020 and 18 closed out, a net change of -5 holders.
- The largest ePlus buyer in Q3 2020 was River Road Asset Management, an estimated $42.1M added.
- The largest ePlus seller in Q3 2020 was Fidelity Investments, an estimated $25.3M sold.
Based on aggregated 13F filings for Q3 2020.