ePlus
PLUS
216 hedge funds and large institutions have $1.6B invested in ePlus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 89 reducing their positions, and 11 closing their positions.
626% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $140K
182% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 11
13% more capital invested
Capital invested by funds: $1.41B → $1.6B (+$187M)
10% more funds holding
Funds holding: 196 → 216 (+20)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 93.52% → 93.51% (-0.01%)
26% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.4M |
| 2 |
Millennium Management
New York
|
+$6.07M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$3.96M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$2.75M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.94M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
-$6.71M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$3.44M |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$2.33M |
PLUS Hedge Fund Activity: Q3 2023 in Review
216 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q3 2023, worth a combined $1.6B — up 13% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PLUS positions and 11 closed out — a net gain of 20 holders — while 66 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $17.4M. The largest seller was Wells Fargo, cutting an estimated $10.4M.
- 216 institutional investors held ePlus (PLUS) as of Q3 2023, up from 196 in Q2 2023.
- Funds reported $1.6B of ePlus stock for Q3 2023, up 13% quarter-over-quarter.
- 31 funds opened new ePlus positions in Q3 2023 and 11 closed out, a net change of +20 holders.
- The largest ePlus buyer in Q3 2023 was Fidelity Investments, an estimated $17.4M added.
- The largest ePlus seller in Q3 2023 was Wells Fargo, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2023.