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ePlus
PLUS

157 hedge funds and large institutions have $1.25B invested in ePlus in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.1B → $1.25B (+$148M)

0.43% more ownership

Funds ownership: 185.22% → 185.65% (+0.43%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 161 → 157 (-4)

31% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 68

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
47
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$12.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$10.4M
3
BlackRock
BlackRock
New York
+$9.54M
4
Ameriprise
Ameriprise
Minnesota
+$8.59M
5
WCM Investment Management
WCM Investment Management
California
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.42M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.61M
3
Prudential Financial
Prudential Financial
New Jersey
-$3.38M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.36M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.15M

PLUS Hedge Fund Activity: Q1 2021 in Review

157 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q1 2021, worth a combined $1.25B — up 13% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PLUS and 15 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 47 added.

The largest buyer was Invesco, adding an estimated $12.9M. The largest seller was Fidelity Investments, cutting an estimated $6.42M.

  • 157 institutional investors held ePlus (PLUS) as of Q1 2021, down from 161 in Q4 2020.
  • Funds reported $1.25B of ePlus stock for Q1 2021, up 13% quarter-over-quarter.
  • 15 funds opened new ePlus positions in Q1 2021 and 16 closed out, a net change of -1 holder.
  • The largest ePlus buyer in Q1 2021 was Invesco, an estimated $12.9M added.
  • The largest ePlus seller in Q1 2021 was Fidelity Investments, an estimated $6.42M sold.

Based on aggregated 13F filings for Q1 2021.