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Plexus
PLXS

Overview Fund Activity

224 hedge funds and large institutions have $2.12B invested in Plexus in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
77
Reduced
82
Closed
27
Calls
$1.69M
Puts
$774K
Net Calls
+$914K
Net Calls Change
+$250K

Top Buyers

1
BlackRock
BlackRock
New York
$340M
2
Invesco
Invesco
Georgia
$23.5M
3
Victory Capital Management
Victory Capital Management
Texas
$89.4M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$61.9M
5
FMI
Fiduciary Management Inc
Wisconsin
$54.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
CCM
Channing Capital Management
Illinois
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$152M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$24.2M
5
DGI
Disciplined Growth Investors
Minnesota
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$14K +$3.04K +40 +28%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$13K +$13K +168 New
TWA
203
TCI Wealth Advisors
Arizona
$12K – – –
PA
204
Parallel Advisors
California
$11K +$1.53K +19 +16%
GAM
205
Gemmer Asset Management
California
$10K – – –
Federated Hermes
206
Federated Hermes
Pennsylvania
$10K +$8.56K +107 +594%
FPS
207
Fieldpoint Private Securities
Connecticut
$8K +$8K +100 New
QCG
208
Quadrant Capital Group
Ohio
$7K +$417 +5 +6%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$6K +$4.5K +60 +300%
VNA
210
Valley National Advisers
Pennsylvania
$4K – – –
TFO
211
Tarbox Family Office
California
$4K – – –
APA
212
American Portfolios Advisors
New York
$3.21K – – –
CFGS
213
Concourse Financial Group Securities
Alabama
$3K -$8.67K -104 -74%
CWC
214
Carolinas Wealth Consulting
North Carolina
$3K -$585 -8 -16%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$3K – – –
VCM
216
Versant Capital Management
Arizona
$2K – – –
BCA
217
Berman Capital Advisors
Georgia
$2K +$432 +8 +28%
HWA
218
Heritage Wealth Advisors
Virginia
$2K +$2K +24 New
AIG
219
American International Group
New York
$1.51K -$41 -522 -3%
EI
220
Ellevest Inc
New York
$1K -$474 -9 -32%
BWA
221
BDO Wealth Advisors
Florida
$1K – – –
LC
222
Lindbrook Capital
California
$1K +$91 +1 +10%
Franklin Resources
223
Franklin Resources
California
– -$32.6M -461,855 Closed
CCM
224
Channing Capital Management
Illinois
– -$22.1M -312,716 Closed
IECM
225
Intrinsic Edge Capital Management
Illinois
– -$2.48M -35,091 Closed
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