ePlus
PLUS
180 hedge funds and large institutions have $1.04B invested in ePlus in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
12% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 58
2% more funds holding
Funds holding: 176 → 180 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $1.05B → $1.04B (-$6.41M)
0.85% less ownership
Funds ownership: 93.62% → 92.77% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$5.77M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.85M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.65M |
| 5 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.68M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$4.71M |
| 3 |
BlackRock
New York
|
-$3.3M |
| 4 |
LCM
Legato Capital Management
San Francisco,
California
|
-$3.14M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
-$2.27M |
PLUS Hedge Fund Activity: Q4 2022 in Review
180 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q4 2022, worth a combined $1.04B — down 0.61% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PLUS positions and 16 closed out — a net gain of 8 holders — while 65 added to existing stakes and 58 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was T. Rowe Price Associates, cutting an estimated $6.68M.
- 180 institutional investors held ePlus (PLUS) as of Q4 2022, up from 176 in Q3 2022.
- Funds reported $1.04B of ePlus stock for Q4 2022, down 0.61% quarter-over-quarter.
- 24 funds opened new ePlus positions in Q4 2022 and 16 closed out, a net change of +8 holders.
- The largest ePlus buyer in Q4 2022 was Morgan Stanley, an estimated $29M added.
- The largest ePlus seller in Q4 2022 was T. Rowe Price Associates, an estimated $6.68M sold.
Based on aggregated 13F filings for Q4 2022.