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152 hedge funds and large institutions have $915M 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.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $880M → $915M (+$35.2M)

0.13% more ownership

Funds ownership: 184.48%184.61% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 157152 (-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

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
52
Reduced
63
Closed
18
Calls
Puts
$740K
Net Calls
-$740K
Net Calls Change
-$782K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$165M -$2M -53,900 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.3M -$2.62M -70,682 -4%
RRAM
3
River Road Asset Management
Kentucky
$54.4M +$42.1M +1,135,164 +323%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.6M -$2.13M -57,440 -4%
Ameriprise
5
Ameriprise
Minnesota
$50.7M +$605K +16,296 +1%
GCM
6
Geneva Capital Management
Wisconsin
$44.8M +$1.16M +31,182 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$32.3M -$25.3M -682,636 -44%
State Street
8
State Street
Massachusetts
$31.7M -$1.42M -38,374 -4%
ACM
9
Atlanta Capital Management
Georgia
$28.9M +$294K +7,910 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.2M -$117K -3,142 -0.4%
Northern Trust
11
Northern Trust
Illinois
$24.7M +$529K +14,254 +2%
WCM Investment Management
12
WCM Investment Management
California
$23.2M +$4.23M +113,912 +22%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$18M +$895K +24,116 +5%
SAM
14
Silvercrest Asset Management
New York
$17M -$588K -15,840 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$16M +$616K +16,578 +4%
N
16
Nuveen
North Carolina
$14.2M +$981K +26,408 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.1M -$340K -9,160 -3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$10.9M -$336K -9,042 -3%
AC
19
AltraVue Capital
Washington
$10.5M +$10.7M +287,280 New
Charles Schwab
20
Charles Schwab
California
$10.1M -$210K -5,646 -2%
RA
21
Royce & Associates
New York
$7.87M -$884K -23,800 -10%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.14M -$289K -7,778 -4%
EAM
23
EULAV Asset Management
Florida
$6.87M
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$6.74M -$1.41M -38,104 -17%
Wells Fargo
25
Wells Fargo
California
$6.73M -$181K -4,868 -3%