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188 hedge funds and large institutions have $1.22B invested in ePlus in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $1.04B → $1.22B (+$182M)

4% more funds holding

Funds holding: 180188 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 92.77%92.64% (-0.13%)

6% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $422K

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
66
Reduced
70
Closed
13
Calls
Puts
$422K
Net Calls
-$422K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$224M -$8.47M -166,878 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M -$994K -19,586 -0.9%
RRAM
3
River Road Asset Management
Kentucky
$93.2M -$45.5K -896 -0%
GCM
4
Geneva Capital Management
Wisconsin
$75.8M +$1.27M +25,084 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$74.2M +$1.37M +27,067 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$54.4M -$1.83M -36,008 -3%
AC
7
AltraVue Capital
Washington
$48.5M +$6.14M +121,070 +14%
State Street
8
State Street
Massachusetts
$47.8M +$584K +11,505 +1%
Morgan Stanley
9
Morgan Stanley
New York
$38.6M -$661K -13,024 -2%
WCM Investment Management
10
WCM Investment Management
California
$34.2M -$351K -6,928 -1%
Capital Research Global Investors
11
Capital Research Global Investors
California
$33.3M
Northern Trust
12
Northern Trust
Illinois
$29.1M +$182K +3,591 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$26.7M -$1.87M -36,776 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$25.8M +$1.22M +24,112 +5%
Ameriprise
15
Ameriprise
Minnesota
$23.4M -$338K -6,665 -1%
Charles Schwab
16
Charles Schwab
California
$17.6M -$53K -1,045 -0.3%
Wells Fargo
17
Wells Fargo
California
$13.1M -$36.2K -714 -0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.8M -$490K -9,656 -4%
Victory Capital Management
19
Victory Capital Management
Texas
$11.5M -$1.53M -30,189 -11%
N
20
Nuveen
North Carolina
$10.5M -$1.4M -27,668 -11%
Invesco
21
Invesco
Georgia
$9.68M -$897K -17,687 -8%
RA
22
Royce & Associates
New York
$9.51M -$86.2K -1,700 -0.9%
EAM
23
EULAV Asset Management
Florida
$8.68M -$340K -6,700 -4%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.09M -$185K -3,639 -2%
SI
25
Scout Investments
Missouri
$8M -$94.4K -1,860 -1%