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Plexus
PLXS

Overview Fund Activity

240 hedge funds and large institutions have $2.86B invested in Plexus in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
85
Reduced
86
Closed
27
Calls
$6.38M
Puts
$173K
Net Calls
+$6.21M
Net Calls Change
-$4.26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$94.3M
2
BlackRock
BlackRock
New York
$493M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$32.3M
4
SBH
Segall Bryant & Hamill
Illinois
$29.5M
5
SAM
Silvercrest Asset Management
New York
$83.2M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$20.1M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$48M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$33.2M
5
EARNEST Partners
EARNEST Partners
Georgia
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
226
Glassman Wealth Services
Virginia
$2.6K – – –
FFA
227
Farther Finance Advisors
California
$2.16K -$973 -9 -31%
AF
228
Allworth Financial
California
$2.16K -$865 -8 -29%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$2.05K – – –
GRP
230
Global Retirement Partners
California
$1.73K – – –
SIC
231
SJS Investment Consulting
Ohio
$1.41K +$216 +2 +18%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$1.08K -$2.16K -20 -67%
AF
233
Advisornet Financial
Minnesota
$1.08K +$108 +1 +11%
CAL
234
Capital Advisors Ltd
Ohio
$1K – – –
DPW
235
DiNuzzo Private Wealth
Pennsylvania
$757 +$757 +7 New
BIA
236
Bell Investment Advisors
California
$649 – – –
AWM
237
Abound Wealth Management
Tennessee
$541 – – –
TWP
238
TFO Wealth Partners
Ohio
$216 – – –
William Blair Investment Management
239
William Blair Investment Management
Illinois
– -$4.82M -51,860 Closed
Fisher Asset Management
240
Fisher Asset Management
Washington
– -$3.55M -38,165 Closed
Two Sigma Investments
241
Two Sigma Investments
New York
– -$1.58M -16,959 Closed
OQS
242
Occudo Quantitative Strategies
Florida
– -$1.54M -16,534 Closed
ECM
243
ExodusPoint Capital Management
New York
– -$1.52M -16,358 Closed
HF
244
HRT Financial
New York
– -$1.42M -15,302 Closed
SG Americas Securities
245
SG Americas Securities
New York
– -$1.3M -13,996 Closed
Squarepoint
246
Squarepoint
New York
– -$1.25M -13,410 Closed
Balyasny Asset Management
247
Balyasny Asset Management
Illinois
– -$1.21M -12,989 Closed
EP
248
Edgestream Partners
New Jersey
– -$726K -7,812 Closed
Marshall Wace
249
Marshall Wace
United Kingdom
– -$725K -7,800 Closed
Connor, Clark & Lunn Investment Management (CC&L)
250
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$715K -7,685 Closed
7 8 9
10
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