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
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
201
KBC Group
Belgium
$69K -$134K -1,436 -66%
UFF
202
USA Financial Formulas
Michigan
$56.1K
HI
203
Harbour Investments
Wisconsin
$37.2K
HNB
204
Huntington National Bank
Ohio
$33.8K +$465 +5 +1%
BC
205
Bartlett & Co
Ohio
$31K
BCWM
206
Bartlett & Co Wealth Management
Ohio
$30.7K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$30.3K
CA
208
Clearstead Advisors
Ohio
$23.2K +$23.2K +250 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$23K +$647 +7 +3%
BG
210
Bollard Group
Massachusetts
$22K
Nomura Asset Management
211
Nomura Asset Management
Japan
$20.5K
WAS
212
Winch Advisory Services
Wisconsin
$19K
PA
213
Parallel Advisors
California
$18.8K +$6.04K +65 +47%
BTI
214
Blue Trust Inc
Georgia
$14K -$1.07K -11 -7%
EWA
215
EverSource Wealth Advisors
Alabama
$13.3K -$3.81K -41 -22%
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$8.93K +$744 +8 +9%
VCM
217
Versant Capital Management
Arizona
$7.53K
Bessemer Group
218
Bessemer Group
New Jersey
$7K
HWA
219
HHM Wealth Advisors
Tennessee
$5.58K
VNA
220
Valley National Advisers
Pennsylvania
$5K
BF
221
BOK Financial
Oklahoma
$4.13K +$4.13K +42 New
DA
222
Denali Advisors
California
$3.72K +$558 +6 +18%
CFGS
223
Concourse Financial Group Securities
Alabama
$3.35K -$1.12K -12 -25%
LC
224
Lindbrook Capital
California
$3.16K +$1.86K +20 +143%
CWC
225
Carolinas Wealth Consulting
North Carolina
$2.85K