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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 %
Corient Private Wealth
176
Corient Private Wealth
Florida
$252K +$252K +2,332 New
QCG
177
Quadrant Capital Group
Ohio
$245K +$104K +964 +74%
HWAM
178
Hennion & Walsh Asset Management
New Jersey
$245K +$865 +8 +0.4%
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$236K +$236K +2,179 New
AWM
180
Avior Wealth Management
Nebraska
$229K +$123K +1,134 +115%
NSAM
181
North Star Asset Management
Wisconsin
$225K +$225K +2,085 New
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$224K -$37.8K -350 -14%
Mariner
183
Mariner
Kansas
$217K +$217K +2,005 New
CT
184
Chicago Trust
Illinois
$216K +$216K +2,000 New
RMCM
185
Reynders McVeigh Capital Management
Massachusetts
$214K +$214K +1,980 New
ECM
186
Evergreen Capital Management
Washington
$213K +$213K +1,970 New
Fidelity Investments
187
Fidelity Investments
Massachusetts
$181K +$35.7K +330 +25%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$177K – – –
MLICM
189
Metropolitan Life Insurance Company (MetLife)
New York
$170K – – –
S
190
SignatureFD
Georgia
$160K +$4.65K +43 +3%
KBC Group
191
KBC Group
Belgium
$80K – – –
EC
192
EntryPoint Capital
New York
$67.6K +$67.6K +625 New
MSWM
193
McGlone Suttner Wealth Management
Wisconsin
$66K +$66K +610 New
CTC
194
Cetera Trust Company
Minnesota
$54.1K +$54.1K +500 New
HI
195
Harbour Investments
Wisconsin
$43.3K – – –
HNB
196
Huntington National Bank
Ohio
$43.1K +$3.79K +35 +10%
GI
197
GAMMA Investing
California
$38.7K +$38.7K +409 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$38K +$2.7K +25 +8%
PA
199
Parallel Advisors
California
$37.6K +$15.8K +146 +72%
BCWM
200
Bartlett & Co Wealth Management
Ohio
$36.2K – – –
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8
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