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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.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

8% more funds holding

Funds holding: 170183 (+13)

3% more capital invested

Capital invested by funds: $1.29B → $1.33B (+$37.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (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%)

Holders
183
Holders Change
+13
Holders Change %
+7.65%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
51
Reduced
65
Closed
16
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$281M +$6.63M +120,184 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M +$2.31M +41,792 +2%
RRAM
3
River Road Asset Management
Kentucky
$99.3M -$4.85M -87,936 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74.4M +$339K +6,145 +0.4%
GCM
5
Geneva Capital Management
Wisconsin
$63.4M -$1.53M -27,639 -2%
WCM Investment Management
6
WCM Investment Management
California
$54.3M -$442K -8,015 -0.8%
State Street
7
State Street
Massachusetts
$54M +$2M +36,316 +4%
AC
8
AltraVue Capital
Washington
$44.1M +$7.55M +136,780 +20%
ACM
9
Atlanta Capital Management
Georgia
$36.6M -$1.05M -18,933 -3%
Northern Trust
10
Northern Trust
Illinois
$34.1M -$567K -10,278 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.2M -$354K -6,420 -1%
Ameriprise
12
Ameriprise
Minnesota
$30.6M +$4.19M +75,943 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$26.1M -$842K -15,261 -3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$19.3M -$2.01M -36,425 -9%
Invesco
15
Invesco
Georgia
$18.8M -$5.61M -101,574 -23%
Victory Capital Management
16
Victory Capital Management
Texas
$18.3M -$172K -3,112 -0.9%
Charles Schwab
17
Charles Schwab
California
$17.3M +$361K +6,534 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.3M -$847K -15,339 -5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$13.6M -$3.31K -60 -0%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$12.6M -$7.74M -140,134 -37%
N
21
Nuveen
North Carolina
$12.3M -$288K -5,211 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.8M +$901K +16,324 +9%
RA
23
Royce & Associates
New York
$10.5M -$2.16M -39,050 -17%
EAM
24
EULAV Asset Management
Florida
$10.3M
SI
25
Scout Investments
Missouri
$9.38M -$216K -3,908 -2%