ePlus
PLUS
161 hedge funds and large institutions have $1.1B invested in ePlus in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
20% more capital invested
Capital invested by funds: $914M → $1.1B (+$186M)
6% more funds holding
Funds holding: 152 → 161 (+9)
2% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 56
0.86% more ownership
Funds ownership: 184.36% → 185.22% (+0.86%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$29.1M |
| 2 |
BlackRock
New York
|
+$11.7M |
| 3 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$7.3M |
| 4 |
Morgan Stanley
New York
|
+$3.17M |
| 5 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.3M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$17M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$3.74M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$3.17M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$2.95M |
PLUS Hedge Fund Activity: Q4 2020 in Review
161 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2020, worth a combined $1.1B — up 20% from $914M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PLUS positions and 16 closed out — a net gain of 9 holders — while 57 added to existing stakes and 56 trimmed.
The largest buyer was River Road Asset Management, adding an estimated $29.1M. The largest seller was Fidelity Investments, cutting an estimated $18.3M.
- 161 institutional investors held ePlus (PLUS) as of Q4 2020, up from 152 in Q3 2020.
- Funds reported $1.1B of ePlus stock for Q4 2020, up 20% quarter-over-quarter.
- 25 funds opened new ePlus positions in Q4 2020 and 16 closed out, a net change of +9 holders.
- The largest ePlus buyer in Q4 2020 was River Road Asset Management, an estimated $29.1M added.
- The largest ePlus seller in Q4 2020 was Fidelity Investments, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2020.