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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

11% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$126M)

0.45% more ownership

Funds ownership: 185.63%186.08% (+0.45%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 161157 (-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: 21 (-1)

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.76%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$249M +$9.54M +201,164 +4%
RRAM
2
River Road Asset Management
Kentucky
$108M -$1.87M -39,356 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$96.2M +$2.04M +42,980 +2%
Ameriprise
4
Ameriprise
Minnesota
$78.2M +$8.59M +181,134 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$67.8M -$1.72M -36,200 -3%
GCM
6
Geneva Capital Management
Wisconsin
$61.4M -$1.19M -25,040 -2%
State Street
7
State Street
Massachusetts
$46.6M +$3.18M +67,056 +8%
ACM
8
Atlanta Capital Management
Georgia
$36.9M -$1.43M -30,074 -4%
WCM Investment Management
9
WCM Investment Management
California
$36.8M +$4.45M +93,940 +15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.9M -$2.04M -43,040 -6%
Northern Trust
11
Northern Trust
Illinois
$31.9M -$2.05M -43,126 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.1M +$2.07M +43,552 +10%
Invesco
13
Invesco
Georgia
$22.8M +$12.9M +272,792 +148%
AC
14
AltraVue Capital
Washington
$20.6M +$3.05M +64,394 +18%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$19.9M -$3.36M -70,762 -15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.3M -$16K -338 -0.1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$14.4M -$6.42M -135,294 -32%
Charles Schwab
18
Charles Schwab
California
$14.4M +$389K +8,212 +3%
N
19
Nuveen
North Carolina
$13.4M -$1.93M -40,648 -13%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$12.6M -$291K -6,132 -2%
RA
21
Royce & Associates
New York
$12M -$262K -5,532 -2%
Victory Capital Management
22
Victory Capital Management
Texas
$11.4M +$10.4M +220,126 +2,551%
RJA
23
Raymond James & Associates
Florida
$10.1M -$797K -16,804 -8%
SI
24
Scout Investments
Missouri
$9.71M +$2.16M +45,456 +30%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.51M -$39.1K -824 -0.4%