We are live on ! Find out more

238 hedge funds and large institutions have $2.51B invested in Plexus in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,692% more call options, than puts

Call options by funds: $4.71M | Put options by funds: $263K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.54B → $2.51B (-$29M)

2.65% less ownership

Funds ownership: 95.87%93.22% (-2.6%)

7% less funds holding

Funds holding: 255238 (-17)

20% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 99

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
238
Holders Change
-17
Holders Change %
-6.67%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
79
Reduced
99
Closed
37
Calls
$4.71M
Puts
$263K
Net Calls
+$4.45M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$427M -$17.9M -178,402 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$320M +$4.91M +48,953 +2%
DGI
3
Disciplined Growth Investors
Minnesota
$204M -$22.8M -226,959 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$172M -$7.63M -76,131 -4%
FMI
5
Fiduciary Management Inc
Wisconsin
$108M -$3.23M -32,188 -3%
EARNEST Partners
6
EARNEST Partners
Georgia
$102M -$2.14M -21,302 -2%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$93.4M +$58.9K +587 +0.1%
State Street
8
State Street
Massachusetts
$93.2M +$4.28M +42,687 +5%
Victory Capital Management
9
Victory Capital Management
Texas
$73.3M -$5.38M -53,653 -7%
SAM
10
Silvercrest Asset Management
New York
$60M +$7.33M +73,144 +13%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$58.2M +$41.9M +417,598 +234%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$52.7M +$2.75M +27,465 +5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$45.2M +$2.11M +21,020 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.1M +$9.15M +91,203 +32%
Charles Schwab
15
Charles Schwab
California
$36.3M -$43.4K -433 -0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35.3M -$3.14M -31,270 -8%
Morgan Stanley
17
Morgan Stanley
New York
$34.2M +$10.7M +107,120 +44%
Northern Trust
18
Northern Trust
Illinois
$33.7M +$1.93M +19,244 +6%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$32.8M -$3.63M -36,194 -10%
Ameriprise
20
Ameriprise
Minnesota
$24.1M +$6.17M +61,506 +33%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$23.5M +$82.3K +821 +0.3%
Norges Bank
22
Norges Bank
Norway
$22.6M -$8.77M -87,474 -27%
Fisher Asset Management
23
Fisher Asset Management
Washington
$22.5M -$4.24M -42,240 -15%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$21.1M -$628K -6,264 -3%
Invesco
25
Invesco
Georgia
$17.7M -$6.18M -61,587 -25%

PLXS Hedge Fund Activity: Q1 2023 in Review

238 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q1 2023, worth a combined $2.51B — down 1.1% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PLXS and 21 opened new positions — a net loss of 16 holders — while 99 trimmed existing stakes and 79 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $41.9M. The largest seller was Millennium Management, cutting an estimated $24.7M.

  • 238 institutional investors held Plexus (PLXS) as of Q1 2023, down from 255 in Q4 2022.
  • Funds reported $2.51B of Plexus stock for Q1 2023, down 1.1% quarter-over-quarter.
  • 21 funds opened new Plexus positions in Q1 2023 and 37 closed out, a net change of -16 holders.
  • The largest Plexus buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $41.9M added.
  • The largest Plexus seller in Q1 2023 was Millennium Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2023.