240 hedge funds and large institutions have $2.86B invested in Plexus in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
85
Reduced
86
Closed
27
Calls
$6.38M
Puts
$173K
Net Calls
+$6.21M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$493M +$35.8M +331,131 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$372M -$1.41M -13,062 -0.4%
DGI
3
Disciplined Growth Investors
Minnesota
$220M -$604K -5,586 -0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$185M -$2.08M -19,257 -1%
FMI
5
Fiduciary Management Inc
Wisconsin
$133M +$4.8M +44,398 +4%
State Street
6
State Street
Massachusetts
$114M +$7.84M +72,505 +7%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$103M +$891K +8,243 +0.9%
Morgan Stanley
8
Morgan Stanley
New York
$94.3M +$51.2M +473,640 +119%
EARNEST Partners
9
EARNEST Partners
Georgia
$84.8M -$3.84M -35,540 -4%
SAM
10
Silvercrest Asset Management
New York
$83.2M +$9.5M +87,823 +13%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$82M -$575K -5,319 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$65.3M +$2.94M +27,157 +5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$48M -$4.39M -40,587 -8%
BTW
14
Boston Trust Walden
Massachusetts
$43.5M +$487K +4,500 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$43.3M +$919K +8,500 +2%
Charles Schwab
16
Charles Schwab
California
$43.1M +$1.92M +17,788 +5%
Northern Trust
17
Northern Trust
Illinois
$37.4M -$452K -4,183 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34.7M -$1.64M -15,209 -5%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$33.2M -$3.91M -36,118 -11%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$32.3M +$16.8M +155,447 +109%
SBH
21
Segall Bryant & Hamill
Illinois
$29.5M +$9.99M +92,386 +51%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$28.1M +$3.2M +29,610 +13%
Victory Capital Management
23
Victory Capital Management
Texas
$20.1M -$39M -360,216 -66%
Norges Bank
24
Norges Bank
Norway
$19.5M -$1.25M -11,600 -6%
Invesco
25
Invesco
Georgia
$19.2M -$2.23M -20,619 -10%