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ePlus
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228 hedge funds and large institutions have $1.87B invested in ePlus in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $383K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

2% more funds holding

Funds holding: 223 → 228 (+5)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.03% less ownership

Funds ownership: 97.42% → 94.39% (-3%)

9% less capital invested

Capital invested by funds: $2.06B → $1.87B (-$189M)

Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
36
Increased
84
Reduced
77
Closed
28
Calls
$1.08M
Puts
$383K
Net Calls
+$693K
Net Calls Change
+$65K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$18.8M
2
American Century Companies
American Century Companies
Missouri
+$16M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.93M
4
CSS
Cubist Systematic Strategies
Connecticut
+$4.92M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.84M

Top Sellers

1
RRAM
River Road Asset Management
Kentucky
-$37.7M
2
BlackRock
BlackRock
New York
-$19M
3
Swedbank
Swedbank
Sweden
-$15.3M
4
GCM
Geneva Capital Management
Wisconsin
-$14.4M
5
GC
Gobi Capital
California
-$9.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$314M -$19M -248,761 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179M +$4.27M +55,899 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$105M -$1.59M -20,765 -1%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$85.3M -$494K -6,468 -0.6%
GC
5
Gobi Capital
California
$82M -$9.63M -125,911 -10%
GCM
6
Geneva Capital Management
Wisconsin
$76M -$14.4M -188,014 -15%
State Street
7
State Street
Massachusetts
$74.8M -$979K -12,802 -1%
AC
8
AltraVue Capital
Washington
$71.4M -$375K -4,900 -0.5%
RRAM
9
River Road Asset Management
Kentucky
$65.6M -$37.7M -492,982 -36%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$59.3M -$1.04M -13,590 -2%
Morgan Stanley
11
Morgan Stanley
New York
$55.4M -$2.88M -37,732 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$48.2M +$3.19M +41,720 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$46.2M +$895K +11,709 +2%
American Century Companies
14
American Century Companies
Missouri
$35.9M +$16M +209,511 +75%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$34.3M -$719K -9,409 -2%
WCM Investment Management
16
WCM Investment Management
California
$33.5M -$133K -1,745 -0.4%
Northern Trust
17
Northern Trust
Illinois
$33.4M -$1.22M -15,959 -3%
Charles Schwab
18
Charles Schwab
California
$28.8M +$342K +4,479 +1%
LCOV
19
London Company of Virginia
Virginia
$22.2M +$4.75M +62,092 +26%
Millennium Management
20
Millennium Management
New York
$18.5M +$18.8M +245,351 +4,036%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$16M -$540K -7,059 -3%
Invesco
22
Invesco
Georgia
$14.8M +$433K +5,658 +3%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$14.5M +$4.84M +63,348 +48%
Victory Capital Management
24
Victory Capital Management
Texas
$14.2M -$113K -1,480 -0.8%
Ameriprise
25
Ameriprise
Minnesota
$13.1M -$2.72M -35,594 -17%
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