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242 hedge funds and large institutions have $2.4B invested in Plexus in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,532% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $139K

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 238242 (+4)

0.57% more ownership

Funds ownership: 93.12%93.69% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 83

5% less capital invested

Capital invested by funds: $2.53B → $2.4B (-$134M)

Holders
242
Holders Change
+4
Holders Change %
+1.68%
% 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
31
Increased
78
Reduced
83
Closed
25
Calls
$10.6M
Puts
$139K
Net Calls
+$10.5M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$393M -$9.56M -98,627 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$321M +$4.63M +47,762 +1%
DGI
3
Disciplined Growth Investors
Minnesota
$190M -$2.08M -21,479 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$161M -$1.96M -20,229 -1%
FMI
5
Fiduciary Management Inc
Wisconsin
$110M +$1.66M +17,163 +1%
State Street
6
State Street
Massachusetts
$91M +$1.43M +14,807 +2%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$88M -$106K -1,091 -0.1%
EARNEST Partners
8
EARNEST Partners
Georgia
$76.3M -$2.18M -22,483 -3%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$71M -$521K -5,374 -0.7%
SAM
10
Silvercrest Asset Management
New York
$63.4M +$4.69M +48,444 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$53.6M +$1.74M +17,928 +3%
Victory Capital Management
12
Victory Capital Management
Texas
$50.8M -$1.99M -20,539 -4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$45M +$335K +3,459 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$37M -$884K -9,126 -2%
BTW
15
Boston Trust Walden
Massachusetts
$37M +$10.6M +109,536 +38%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$36.4M -$1.11M -11,503 -3%
Charles Schwab
17
Charles Schwab
California
$35.4M +$990K +10,221 +3%
Northern Trust
18
Northern Trust
Illinois
$32.5M -$113K -1,171 -0.3%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$31.9M +$368K +3,800 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31.3M -$146K -1,512 -0.4%
N
21
Nuveen
North Carolina
$21.4M +$4.47M +46,120 +25%
Invesco
22
Invesco
Georgia
$18.4M +$2.02M +20,861 +12%
Norges Bank
23
Norges Bank
Norway
$17.9M -$2.91M -30,038 -14%
SBH
24
Segall Bryant & Hamill
Illinois
$16.7M +$17.4M +179,984 New
Ameriprise
25
Ameriprise
Minnesota
$15M -$7.76M -80,094 -33%

PLXS Hedge Fund Activity: Q3 2023 in Review

242 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2023, worth a combined $2.4B — down 5.3% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PLXS positions and 25 closed out — a net gain of 6 holders — while 78 added to existing stakes and 83 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $17.4M. The largest seller was William Blair Investment Management, cutting an estimated $18.8M.

  • 242 institutional investors held Plexus (PLXS) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $2.4B of Plexus stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 31 funds opened new Plexus positions in Q3 2023 and 25 closed out, a net change of +6 holders.
  • The largest Plexus buyer in Q3 2023 was Segall Bryant & Hamill, an estimated $17.4M added.
  • The largest Plexus seller in Q3 2023 was William Blair Investment Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2023.