We are live on ! Find out more

200 hedge funds and large institutions have $1.79B invested in Plexus in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.21M

6% more capital invested

Capital invested by funds: $1.69B → $1.79B (+$106M)

0.29% more ownership

Funds ownership: 95.06%95.35% (+0.29%)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

3% less funds holding

Funds holding: 206200 (-6)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
200
Holders Change
-6
Holders Change %
-2.91%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
71
Reduced
72
Closed
23
Calls
$1.97M
Puts
$1.21M
Net Calls
+$760K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$4.35M +82,585 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M +$1.65M +31,408 +0.9%
DGI
3
Disciplined Growth Investors
Minnesota
$167M -$3.2M -60,725 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$159M +$820K +15,581 +0.6%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.7M -$2.9M -55,039 -4%
Northern Trust
6
Northern Trust
Illinois
$58M -$6K -114 -0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$57.2M -$4.84M -91,882 -8%
State Street
8
State Street
Massachusetts
$48.3M +$291K +5,521 +0.6%
Franklin Resources
9
Franklin Resources
California
$40M +$25M +475,900 +201%
Fisher Asset Management
10
Fisher Asset Management
Washington
$39.5M -$395K -7,505 -1%
Norges Bank
11
Norges Bank
Norway
$34M -$2.56M -48,634 -7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$32.4M -$944K -17,931 -3%
VNIM
13
Vaughan Nelson Investment Management
Texas
$29.5M +$5.4M +102,575 +24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27.1M -$351K -6,670 -1%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$23.7M +$6.11M +116,015 +38%
Invesco
16
Invesco
Georgia
$22.4M +$1.04M +19,780 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$22.2M +$296K +5,626 +1%
Victory Capital Management
18
Victory Capital Management
Texas
$21.9M -$26.5M -503,530 -56%
CIP
19
Chartwell Investment Partners
Pennsylvania
$20.9M -$713K -13,552 -4%
Renaissance Technologies
20
Renaissance Technologies
New York
$19.9M +$1.94M +36,900 +12%
PAM
21
Panagora Asset Management
Massachusetts
$17.4M -$1.7M -32,311 -9%
Goldman Sachs
22
Goldman Sachs
New York
$16.8M +$5.12M +97,352 +48%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$16.3M -$700K -13,310 -4%
Principal Financial Group
24
Principal Financial Group
Iowa
$15.7M -$183K -3,486 -1%
RA
25
Royce & Associates
New York
$15.6M -$556K -10,555 -4%

PLXS Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2017, worth a combined $1.79B — up 6.3% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PLXS and 19 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 71 added.

The largest buyer was Franklin Resources, adding an estimated $25M. The largest seller was Victory Capital Management, cutting an estimated $26.5M.

  • 200 institutional investors held Plexus (PLXS) as of Q3 2017, down from 206 in Q2 2017.
  • Funds reported $1.79B of Plexus stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 19 funds opened new Plexus positions in Q3 2017 and 23 closed out, a net change of -4 holders.
  • The largest Plexus buyer in Q3 2017 was Franklin Resources, an estimated $25M added.
  • The largest Plexus seller in Q3 2017 was Victory Capital Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2017.