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223 hedge funds and large institutions have $2.34B invested in Plexus in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

12% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $5.46M

11% more capital invested

Capital invested by funds: $2.11B → $2.34B (+$235M)

6% more funds holding

Funds holding: 211223 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.21% less ownership

Funds ownership: 96.84%96.63% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
69
Reduced
87
Closed
13
Calls
$6.14M
Puts
$5.46M
Net Calls
+$674K
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$380M -$6.74M -75,604 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M +$14.6M +163,722 +5%
DGI
3
Disciplined Growth Investors
Minnesota
$201M -$281K -3,156 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$159M +$1.11M +12,475 +0.7%
EARNEST Partners
5
EARNEST Partners
Georgia
$109M -$1.13M -12,627 -1%
FMI
6
Fiduciary Management Inc
Wisconsin
$102M -$361K -4,044 -0.3%
State Street
7
State Street
Massachusetts
$88.2M +$38K +426 +0%
Victory Capital Management
8
Victory Capital Management
Texas
$86.7M -$4.39M -49,258 -5%
BNP Paribas Asset Management
9
BNP Paribas Asset Management
France
$83.2M +$13.4M +150,669 +19%
SAM
10
Silvercrest Asset Management
New York
$49M -$2.72M -30,466 -5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$48.2M -$24.6M -275,892 -33%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.6M +$652K +7,314 +1%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$40.5M -$734K -8,225 -2%
CB
14
Cooke & Bieler
Pennsylvania
$37.5M -$38.7M -433,692 -50%
Fisher Asset Management
15
Fisher Asset Management
Washington
$37.1M -$1.72M -19,302 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$34.5M -$308K -3,458 -0.9%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$32.9M +$2.37M +26,540 +8%
Charles Schwab
18
Charles Schwab
California
$32.9M +$731K +8,197 +2%
Northern Trust
19
Northern Trust
Illinois
$28.4M -$66.5K -745 -0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.8M +$463K +5,193 +2%
Norges Bank
21
Norges Bank
Norway
$22.3M
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$22.2M -$69.5K -779 -0.3%
Ameriprise
23
Ameriprise
Minnesota
$18.8M +$483K +5,410 +3%
Invesco
24
Invesco
Georgia
$18.7M -$5.26M -58,997 -22%
Morgan Stanley
25
Morgan Stanley
New York
$18.2M +$435K +4,877 +2%

PLXS Hedge Fund Activity: Q3 2022 in Review

223 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2022, worth a combined $2.34B — up 11% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PLXS positions and 13 closed out — a net gain of 14 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.6M. The largest seller was Cooke & Bieler, cutting an estimated $38.7M.

  • 223 institutional investors held Plexus (PLXS) as of Q3 2022, up from 211 in Q2 2022.
  • Funds reported $2.34B of Plexus stock for Q3 2022, up 11% quarter-over-quarter.
  • 27 funds opened new Plexus positions in Q3 2022 and 13 closed out, a net change of +14 holders.
  • The largest Plexus buyer in Q3 2022 was Vanguard Group, an estimated $14.6M added.
  • The largest Plexus seller in Q3 2022 was Cooke & Bieler, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2022.