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213 hedge funds and large institutions have $2.17B invested in Plexus in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 7

513% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $577K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more funds holding

Funds holding: 171213 (+42)

23% more capital invested

Capital invested by funds: $1.76B → $2.17B (+$402M)

0.09% less ownership

Funds ownership: 96.32%96.23% (-0.09%)

16% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 67

Holders
213
Holders Change
+42
Holders Change %
+24.56%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
56
Increased
56
Reduced
67
Closed
7
Calls
$3.54M
Puts
$577K
Net Calls
+$2.96M
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$337M -$1.54M -21,183 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M -$1.12M -15,466 -0.5%
DGI
3
Disciplined Growth Investors
Minnesota
$223M +$3.73M +51,461 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$186M -$4.94M -68,106 -3%
Franklin Resources
5
Franklin Resources
California
$104M -$28.9M -397,700 -23%
Northern Trust
6
Northern Trust
Illinois
$78.9M -$765K -10,544 -1%
SAM
7
Silvercrest Asset Management
New York
$74.8M -$8.28M -114,072 -10%
State Street
8
State Street
Massachusetts
$68.5M -$1.36M -18,735 -2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$49.8M -$3.02M -41,672 -6%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$47.6M -$6.51M -89,768 -13%
Victory Capital Management
11
Victory Capital Management
Texas
$47.4M +$42.3M +582,976 +1,790%
CB
12
Cooke & Bieler
Pennsylvania
$43M -$4.88M -67,258 -11%
BNP Paribas Asset Management
13
BNP Paribas Asset Management
France
$41.5M -$357K -4,927 -0.9%
Norges Bank
14
Norges Bank
Norway
$32.8M -$1.49M -20,546 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$31.3M +$1.6M +22,054 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.1M -$285K -3,923 -1%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$26.3M -$23M -317,122 -48%
CIP
18
Chartwell Investment Partners
Pennsylvania
$25.8M +$143K +1,975 +0.6%
Charles Schwab
19
Charles Schwab
California
$25.5M +$58.7K +809 +0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21.1M +$407K +5,610 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$18.1M -$41.1K -567 -0.2%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$17.4M -$6.93M -95,454 -30%
Ameriprise
23
Ameriprise
Minnesota
$15.2M -$2.22M -30,563 -13%
Morgan Stanley
24
Morgan Stanley
New York
$14.4M +$6.18M +85,139 +84%
Ohio Public Employees Retirement System (OPERS)
25
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.1M -$9.94K -137 -0.1%

PLXS Hedge Fund Activity: Q4 2019 in Review

213 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q4 2019, worth a combined $2.17B — up 23% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PLXS positions and 7 closed out — a net gain of 49 holders — while 56 added to existing stakes and 67 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $42.3M. The largest seller was Franklin Resources, cutting an estimated $28.9M.

  • 213 institutional investors held Plexus (PLXS) as of Q4 2019, up from 171 in Q3 2019.
  • Funds reported $2.17B of Plexus stock for Q4 2019, up 23% quarter-over-quarter.
  • 56 funds opened new Plexus positions in Q4 2019 and 7 closed out, a net change of +49 holders.
  • The largest Plexus buyer in Q4 2019 was Victory Capital Management, an estimated $42.3M added.
  • The largest Plexus seller in Q4 2019 was Franklin Resources, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2019.