ePlus
PLUS
172 hedge funds and large institutions have $1.07B invested in ePlus in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
10% more funds holding
Funds holding: 157 → 172 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.48% less ownership
Funds ownership: 185.65% → 183.17% (-2.5%)
14% less capital invested
Capital invested by funds: $1.25B → $1.07B (-$176M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$11.3M |
| 2 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$5.92M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$4.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.58M |
| 5 |
Millennium Management
New York
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.8M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$12.6M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$3.85M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.34M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.18M |
PLUS Hedge Fund Activity: Q2 2021 in Review
172 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q2 2021, worth a combined $1.07B — down 14% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PLUS positions and 10 closed out — a net gain of 15 holders — while 67 added to existing stakes and 54 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $11.3M. The largest seller was Ameriprise, cutting an estimated $38.8M.
- 172 institutional investors held ePlus (PLUS) as of Q2 2021, up from 157 in Q1 2021.
- Funds reported $1.07B of ePlus stock for Q2 2021, down 14% quarter-over-quarter.
- 25 funds opened new ePlus positions in Q2 2021 and 10 closed out, a net change of +15 holders.
- The largest ePlus buyer in Q2 2021 was WCM Investment Management, an estimated $11.3M added.
- The largest ePlus seller in Q2 2021 was Ameriprise, an estimated $38.8M sold.
Based on aggregated 13F filings for Q2 2021.