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Plexus
PLXS

Overview Fund Activity

238 hedge funds and large institutions have $2.51B invested in Plexus in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-17
Holders Change %
-6.67%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
79
Reduced
99
Closed
37
Calls
$4.71M
Puts
$263K
Net Calls
+$4.45M
Net Calls Change
+$1.82M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$58.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$37.1M
4
SAM
4
Silvercrest Asset Management
New York
$60M
5
Ameriprise
5
Ameriprise
Minnesota
$24.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.56M
2
DGI
2
Disciplined Growth Investors
Minnesota
$204M
3
BlackRock
3
BlackRock
New York
$427M
4
DCM
4
Driehaus Capital Management
Illinois
$10.3M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$3.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
201
PineBridge Investments
New York
$30.3K – – –
HFM
202
Harvest Fund Management
China
$26K -$56.4K -573 -68%
TWA
203
TCI Wealth Advisors
Arizona
$25.3K -$98 -1 -0.4%
BG
204
Bollard Group
Massachusetts
$23K – – –
Nomura Asset Management
205
Nomura Asset Management
Japan
$21.5K -$10.7K -110 -33%
WAS
206
Winch Advisory Services
Wisconsin
$20K – – –
EWA
207
EverSource Wealth Advisors
Alabama
$18K -$7.42K -76 -29%
PA
208
Parallel Advisors
California
$14.1K +$2.15K +22 +18%
VCM
209
Versant Capital Management
Arizona
$8.61K -$13.7K -143 -61%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$7.32K – – –
HWA
211
HHM Wealth Advisors
Tennessee
$5.86K +$5.86K +60 New
VNA
212
Valley National Advisers
Pennsylvania
$5K – – –
Bessemer Group
213
Bessemer Group
New Jersey
$5K +$5K +54 New
CFGS
214
Concourse Financial Group Securities
Alabama
$4.68K -$976 -10 -17%
LC
215
Lindbrook Capital
California
$3.61K -$585 -6 -14%
BAM
216
Belpointe Asset Management
Nevada
$3.42K -$145K -1,482 -98%
CWC
217
Carolinas Wealth Consulting
North Carolina
$3.32K -$488 -5 -13%
JWA
218
JFS Wealth Advisors
Pennsylvania
$3.03K -$195 -2 -6%
DA
219
Denali Advisors
California
$3.03K +$585 +6 +24%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$2.93K +$976 +10 +50%
FFA
221
Farther Finance Advisors
California
$2.83K – – –
AF
222
Allworth Financial
California
$2.73K – – –
FCA
223
FinTrust Capital Advisors
South Carolina
$2.47K – – –
GWS
224
Glassman Wealth Services
Virginia
$2.34K – – –
SC
225
Schubert & Co
Texas
$2.15K -$293 -3 -12%
7 8
9
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