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EPAM Systems

514 hedge funds and large institutions have $13.6B invested in EPAM Systems in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more call options, than puts

Call options by funds: $185M | Put options by funds: $145M

18% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 68

13% more capital invested

Capital invested by funds: $12B → $13.6B (+$1.58B)

2% more funds holding

Funds holding: 505514 (+9)

0.47% less ownership

Funds ownership: 92.09%91.61% (-0.47%)

1% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 188

Holders
514
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
8.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
80
Increased
186
Reduced
188
Closed
68
Calls
$185M
Puts
$145M
Net Calls
+$40.7M
Net Calls Change
-$7.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$367K +$32.6K +132 +10%
IWM
352
IHT Wealth Management
Illinois
$361K +$247 +1 +0.1%
BHCM
353
Brevan Howard Capital Management
Jersey
$360K +$348K +1,408 New
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$357K -$20.8K -84 -6%
PA
355
Procyon Advisors
Connecticut
$355K -$63.7K -258 -16%
FA
356
FDx Advisors
Illinois
$344K -$105K -423 -24%
SP
357
Symmetry Partners
Connecticut
$344K -$93.4K -378 -22%
EF
358
Empirical Finance
Pennsylvania
$330K +$45.7K +185 +17%
AA
359
ALPS Advisors
Colorado
$325K +$314K +1,270 New
LJAC
360
L.J. Altfest & Co
New York
$319K +$45.7K +185 +17%
CCM
361
Coldstream Capital Management
Washington
$313K +$65.5K +265 +28%
HCA
362
Harbor Capital Advisors
Illinois
$311K +$5.93K +24 +2%
AWS
363
Atria Wealth Solutions
New York
$306K -$731K -2,960 -71%
VI
364
Vestcor Inc
New Brunswick, Canada
$304K -$40.3K -163 -12%
MFAM
365
Motley Fool Asset Management
Virginia
$301K -$5.43K -22 -2%
SW
366
SkyOak Wealth
Michigan
$285K +$275K +1,113 New
PAS
367
Park Avenue Securities
New York
$281K +$272K +1,099 New
UBV
368
United Bank (Virginia)
Virginia
$275K
HT
369
Headlands Technologies
Illinois
$274K +$59K +239 +29%
MWM
370
Mission Wealth Management
California
$269K +$260K +1,051 New
CC
371
Centiva Capital
New York
$266K +$257K +1,039 New
STA
372
Summit Trail Advisors
New York
$263K +$254K +1,028 New
TP
373
TenCore Partners
New York
$256K +$247K +1,000 New
FAM
374
Fred Alger Management
New York
$252K
TCM
375
Twin Capital Management
Pennsylvania
$249K -$13.3K -54 -5%

EPAM Hedge Fund Activity: Q3 2023 in Review

514 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q3 2023, worth a combined $13.6B — up 13% from $12B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EPAM positions and 68 closed out — a net gain of 12 holders — while 186 added to existing stakes and 188 trimmed.

The largest buyer was Nuveen, adding an estimated $93.2M. The largest seller was AllianceBernstein, cutting an estimated $178M.

  • 514 institutional investors held EPAM Systems (EPAM) as of Q3 2023, up from 505 in Q2 2023.
  • Funds reported $13.6B of EPAM Systems stock for Q3 2023, up 13% quarter-over-quarter.
  • 80 funds opened new EPAM Systems positions in Q3 2023 and 68 closed out, a net change of +12 holders.
  • The largest EPAM Systems buyer in Q3 2023 was Nuveen, an estimated $93.2M added.
  • The largest EPAM Systems seller in Q3 2023 was AllianceBernstein, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2023.