ePlus
PLUS
175 hedge funds and large institutions have $1.05B invested in ePlus in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 23 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 66
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.76% less ownership
Funds ownership: 94.35% → 93.6% (-0.76%)
5% less funds holding
Funds holding: 184 → 175 (-9)
22% less capital invested
Capital invested by funds: $1.34B → $1.05B (-$298M)
39% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$9.74M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.35M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$4.96M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.6M |
| 5 |
Squarepoint
New York
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$12.7M |
| 2 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$5.23M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$3.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.13M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.67M |
PLUS Hedge Fund Activity: Q3 2022 in Review
175 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q3 2022, worth a combined $1.05B — down 22% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of PLUS and 14 opened new positions — a net loss of 9 holders — while 66 trimmed existing stakes and 69 added.
The largest buyer was Geneva Capital Management, adding an estimated $9.74M. The largest seller was BlackRock, cutting an estimated $12.7M.
- 175 institutional investors held ePlus (PLUS) as of Q3 2022, down from 184 in Q2 2022.
- Funds reported $1.05B of ePlus stock for Q3 2022, down 22% quarter-over-quarter.
- 14 funds opened new ePlus positions in Q3 2022 and 23 closed out, a net change of -9 holders.
- The largest ePlus buyer in Q3 2022 was Geneva Capital Management, an estimated $9.74M added.
- The largest ePlus seller in Q3 2022 was BlackRock, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2022.