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241 hedge funds and large institutions have $1.92B invested in ePlus in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $731K | Put options by funds: $360K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 234241 (+7)

2.49% more ownership

Funds ownership: 95.72%98.21% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

24% less capital invested

Capital invested by funds: $2.53B → $1.92B (-$605M)

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
73
Reduced
92
Closed
28
Calls
$731K
Puts
$360K
Net Calls
+$371K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$323M +$5.98M +68,483 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M -$1.3M -14,936 -0.6%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$98.2M -$5.07M -58,067 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98M -$881K -10,088 -0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$80.7M -$2.23M -25,516 -2%
State Street
6
State Street
Massachusetts
$78.5M +$3.56M +40,725 +4%
AC
7
AltraVue Capital
Washington
$70.3M -$11.4K -130 -0%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$69.3M -$2.74M -31,398 -3%
GC
9
Gobi Capital
California
$69.2M -$20.3M -232,303 -20%
GCM
10
Geneva Capital Management
Wisconsin
$64.5M -$1.02M -11,671 -1%
American Century Companies
11
American Century Companies
Missouri
$58.4M +$10.6M +121,945 +18%
Morgan Stanley
12
Morgan Stanley
New York
$56.4M +$1.24M +14,179 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$46.7M -$8.75M -100,252 -14%
Northern Trust
14
Northern Trust
Illinois
$36.7M +$3.27M +37,496 +8%
RRAM
15
River Road Asset Management
Kentucky
$34.4M -$8.29M -94,933 -17%
WCM Investment Management
16
WCM Investment Management
California
$31.7M -$4.07M -46,583 -10%
Charles Schwab
17
Charles Schwab
California
$28.9M -$378K -4,324 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26.2M -$6.16M -70,551 -17%
LCOV
19
London Company of Virginia
Virginia
$22.3M -$393K -4,496 -1%
Invesco
20
Invesco
Georgia
$21.5M -$2.54M -29,089 -9%
MFS
21
Mirabella Financial Services
United Kingdom
$20M +$51.4M +589,027 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$16.8M +$3.35M +38,317 +20%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$15.6M +$18.4M +211,014 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$13.1M -$599K -6,861 -4%
Victory Capital Management
25
Victory Capital Management
Texas
$12.7M -$85.4K -978 -0.6%