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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 %
Man Group
126
Man Group
United Kingdom
$701K +$701K +6,484 New
MCM
127
Monarch Capital Management
Indiana
$697K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$678K +$530K +4,903 +358%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$678K +$39.3K +363 +6%
Creative Planning
130
Creative Planning
Kansas
$672K +$409K +3,778 +155%
SWM
131
Sendero Wealth Management
Texas
$667K +$68.7K +635 +11%
Osaic Holdings
132
Osaic Holdings
Arizona
$654K -$114K -1,052 -15%
SFG
133
StrategIQ Financial Group
Indiana
$649K – – –
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$641K -$1.35M -12,442 -68%
JFG
135
Jefferies Financial Group
New York
$629K +$629K +5,815 New
TAM
136
Tocqueville Asset Management
New York
$627K – – –
MNBTD
137
Moody National Bank Trust Division
Texas
$622K +$341K +3,155 +121%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$610K – – –
NAS
139
Nicolet Advisory Services
Wisconsin
$607K -$73.2K -699 -11%
SEI Investments
140
SEI Investments
Pennsylvania
$592K +$4.22K +39 +0.7%
NRG
141
Nemes Rush Group
Michigan
$559K – – –
ProShare Advisors
142
ProShare Advisors
Maryland
$558K +$106K +979 +23%
PFM
143
Premier Fund Managers
United Kingdom
$556K +$259K +2,364 +87%
ECM
144
Everence Capital Management
Indiana
$530K – – –
MOACM
145
Mutual of America Capital Management
New York
$520K -$649 -6 -0.1%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$510K +$510K +4,725 New
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$503K -$46.5K -430 -8%
QCM
148
QRG Capital Management
Illinois
$502K -$25.3K -234 -5%
GAM
149
Gotham Asset Management
New York
$500K +$500K +4,622 New
WP
150
Woodline Partners
California
$477K -$1.11M -10,262 -70%
4 5
6
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