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
Name Holding Trade Value Shares
Change
Shares
Change %
BC
201
Bartlett & Co
Ohio
$36K
CA
202
Clearstead Advisors
Ohio
$27K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$26K -$863 -8 -3%
BG
204
Bollard Group
Massachusetts
$26K
Nomura Asset Management
205
Nomura Asset Management
Japan
$23.8K
WAS
206
Winch Advisory Services
Wisconsin
$21.6K
TFIPS
207
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.4K +$18.4K +170 New
BTI
208
Blue Trust Inc
Georgia
$18K +$4.84K +53 +37%
EWA
209
EverSource Wealth Advisors
Alabama
$15.5K
LC
210
Lindbrook Capital
California
$12.4K +$8.76K +81 +238%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$10.6K +$216 +2 +2%
BF
212
BOK Financial
Oklahoma
$8.33K +$3.79K +35 +83%
Bessemer Group
213
Bessemer Group
New Jersey
$8K
WTG
214
West Tower Group
Virginia
$7.14K +$7.14K +66 New
HWA
215
HHM Wealth Advisors
Tennessee
$6.49K
FCA
216
FinTrust Capital Advisors
South Carolina
$5.62K +$3.46K +32 +160%
VNA
217
Valley National Advisers
Pennsylvania
$5K
VCM
218
Versant Capital Management
Arizona
$4.97K -$3.79K -35 -43%
EWP
219
Elevation Wealth Partners
California
$4.93K +$4.93K +53 New
PS
220
Principal Securities
Iowa
$4.22K +$4.22K +39 New
CFGS
221
Concourse Financial Group Securities
Alabama
$3.89K
DA
222
Denali Advisors
California
$3.68K -$649 -6 -15%
BGAI
223
Bruce G. Allen Investments
Colorado
$3.24K +$3.24K +30 New
JWA
224
JFS Wealth Advisors
Pennsylvania
$3.14K +$108 +1 +4%
CWC
225
Carolinas Wealth Consulting
North Carolina
$2.92K -$216 -2 -7%