ePlus
PLUS
183 hedge funds and large institutions have $1.33B invested in ePlus in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 16 closing their positions.
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
8% more funds holding
Funds holding: 170 → 183 (+13)
3% more capital invested
Capital invested by funds: $1.29B → $1.33B (+$38.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 65
92.82% less ownership
Funds ownership: 184.39% → 91.57% (-93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$7.55M |
| 2 |
BlackRock
New York
|
+$6.63M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.19M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$3.76M |
| 5 |
JP Morgan Chase
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.74M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.76M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.61M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$4.85M |
PLUS Hedge Fund Activity: Q4 2021 in Review
183 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2021, worth a combined $1.33B — up 3% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PLUS positions and 16 closed out — a net gain of 14 holders — while 51 added to existing stakes and 65 trimmed.
The largest buyer was AltraVue Capital, adding an estimated $7.55M. The largest seller was Bank of Montreal, cutting an estimated $11.7M.
- 183 institutional investors held ePlus (PLUS) as of Q4 2021, up from 170 in Q3 2021.
- Funds reported $1.33B of ePlus stock for Q4 2021, up 3% quarter-over-quarter.
- 30 funds opened new ePlus positions in Q4 2021 and 16 closed out, a net change of +14 holders.
- The largest ePlus buyer in Q4 2021 was AltraVue Capital, an estimated $7.55M added.
- The largest ePlus seller in Q4 2021 was Bank of Montreal, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2021.