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Plexus
PLXS

Overview Fund Activity

242 hedge funds and large institutions have $2.4B invested in Plexus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
78
Reduced
83
Closed
25
Calls
$10.6M
Puts
$139K
Net Calls
+$10.5M
Net Calls Change
+$8.07M

Top Buyers

1
SBH
Segall Bryant & Hamill
Illinois
$16.7M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$13.3M
3
BTW
Boston Trust Walden
Massachusetts
$37M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$5.86M
5
SAM
Silvercrest Asset Management
New York
$63.4M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$4.82M
2
Fisher Asset Management
Fisher Asset Management
Washington
$3.55M
3
BlackRock
BlackRock
New York
$393M
4
Ameriprise
Ameriprise
Minnesota
$15M
5
Man Group
Man Group
United Kingdom
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
176
Premier Fund Managers
United Kingdom
$254K +$254K +2,714 New
AIP
177
Ameritas Investment Partners
Nebraska
$254K +$49.5K +532 +24%
MNBTD
178
Moody National Bank Trust Division
Texas
$242K +$242K +2,598 New
XT
179
XTX Topco
Cayman Islands
$241K -$47.2K -508 -16%
WANY
180
Wealthspire Advisors (New York)
New York
$235K +$235K +2,528 New
SFS
181
Security Financial Services
Indiana
$232K – – –
CCIA
182
Campbell & Co Investment Adviser
Maryland
$228K +$228K +2,449 New
HighTower Advisors
183
HighTower Advisors
Illinois
$227K +$1.61K +17 +0.7%
Creative Planning
184
Creative Planning
Kansas
$227K +$227K +2,436 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$225K +$45.8K +493 +26%
GIA
186
Guyasuta Investment Advisors
Pennsylvania
$224K – – –
Capstone Investment Advisors
187
Capstone Investment Advisors
New York
$223K +$223K +2,395 New
LPT
188
Legacy Private Trust
Wisconsin
$217K – – –
HWAM
189
Hennion & Walsh Asset Management
New Jersey
$210K +$210K +2,256 New
GHA
190
GW Henssler & Associates
Georgia
$204K +$204K +2,196 New
ACM
191
Aquatic Capital Management
Illinois
$195K +$149K +1,600 +320%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$152K – – –
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$147K +$6.32K +68 +5%
S
194
SignatureFD
Georgia
$133K +$8.37K +90 +7%
TRCT
195
Tower Research Capital (TRC)
New York
$127K -$29.5K -317 -19%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$125K +$10.7K +115 +9%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123K – – –
QCG
198
Quadrant Capital Group
Ohio
$121K +$12.8K +138 +12%
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$93.5K -$54.5K -586 -37%
AWM
200
Avior Wealth Management
Nebraska
$91.5K +$91.5K +984 New
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