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234 hedge funds and large institutions have $2.53B invested in ePlus in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $334K

35% more capital invested

Capital invested by funds: $1.87B → $2.53B (+$656M)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 228234 (+6)

1.34% more ownership

Funds ownership: 94.39%95.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
77
Reduced
85
Closed
27
Calls
$1.62M
Puts
$334K
Net Calls
+$1.29M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$423M +$3.31M +37,679 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M +$2.25M +25,575 +1%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$136M +$20.2M +229,837 +20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$131M -$7.26M -82,568 -6%
GC
5
Gobi Capital
California
$115M +$4.85M +55,168 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$110M +$40.8M +463,621 +71%
State Street
7
State Street
Massachusetts
$100M +$549K +6,241 +0.6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$95.3M +$14.4M +164,016 +20%
AC
9
AltraVue Capital
Washington
$93.6M -$1.42M -16,110 -2%
GCM
10
Geneva Capital Management
Wisconsin
$87M -$12.9M -147,169 -14%
Morgan Stanley
11
Morgan Stanley
New York
$73.7M -$182K -2,066 -0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$72M +$9.28M +105,526 +17%
American Century Companies
13
American Century Companies
Missouri
$65.7M +$16M +181,318 +37%
RRAM
14
River Road Asset Management
Kentucky
$55.2M -$29M -329,299 -37%
WCM Investment Management
15
WCM Investment Management
California
$47.4M +$1.35M +15,294 +3%
Northern Trust
16
Northern Trust
Illinois
$45.2M +$518K +5,884 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$41.8M -$3.58M -40,661 -9%
Charles Schwab
18
Charles Schwab
California
$38.8M +$341K +3,877 +1%
Invesco
19
Invesco
Georgia
$31.4M +$10.4M +118,774 +59%
LCOV
20
London Company of Virginia
Virginia
$30.1M +$413K +4,695 +2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$18.5M +$15M +171,006 +983%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.1M -$3M -34,050 -16%
Victory Capital Management
23
Victory Capital Management
Texas
$17M -$1.74M -19,772 -10%
Ameriprise
24
Ameriprise
Minnesota
$15.2M -$2.05M -23,245 -13%
EAM
25
EULAV Asset Management
Florida
$13.7M