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161 hedge funds and large institutions have $1.12B 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.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $915M → $1.12B (+$209M)

6% more funds holding

Funds holding: 152161 (+9)

1.02% more ownership

Funds ownership: 184.61%185.63% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
57
Reduced
56
Closed
16
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$741K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$211M +$11.7M +293,382 +7%
RRAM
2
River Road Asset Management
Kentucky
$97.4M +$29.1M +728,180 +49%
Vanguard Group
3
Vanguard Group
Pennsylvania
$83M +$1.98M +49,364 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.6M -$2.54M -63,400 -4%
Ameriprise
5
Ameriprise
Minnesota
$61.1M +$161K +4,036 +0.3%
GCM
6
Geneva Capital Management
Wisconsin
$55.3M +$1.38M +34,388 +3%
State Street
7
State Street
Massachusetts
$38.2M +$70.5K +1,762 +0.2%
ACM
8
Atlanta Capital Management
Georgia
$33.9M -$688K -17,202 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.9M -$521K -13,032 -2%
Northern Trust
10
Northern Trust
Illinois
$30M +$344K +8,596 +1%
WCM Investment Management
11
WCM Investment Management
California
$28.4M +$424K +10,604 +2%
KBC Group
12
KBC Group
Belgium
$26.6M +$1.67M +41,696 +61%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$20.7M -$890K -22,252 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$19.3M +$57.8K +1,444 +0.3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$18.7M -$18.3M -458,462 -52%
AC
16
AltraVue Capital
Washington
$15.3M +$2.44M +60,940 +21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.4M -$56.8K -1,420 -0.4%
N
18
Nuveen
North Carolina
$13.6M -$3.17M -79,268 -20%
Charles Schwab
19
Charles Schwab
California
$12.3M +$190K +4,744 +2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$11.4M -$1.55M -38,620 -13%
RA
21
Royce & Associates
New York
$10.9M +$1.27M +31,784 +15%
RJA
22
Raymond James & Associates
Florida
$9.64M +$1.85M +46,328 +27%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.43M -$133K -3,322 -2%
EAM
24
EULAV Asset Management
Florida
$8.26M
Invesco
25
Invesco
Georgia
$8.09M +$1.94M +48,454 +36%