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EPAM Systems

505 hedge funds and large institutions have $12B invested in EPAM Systems in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 167 increasing their positions, 206 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $140M | Put options by funds: $91.7M

1.01% less ownership

Funds ownership: 93.1%92.09% (-1%)

11% less funds holding

Funds holding: 569505 (-64)

19% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 206

24% less capital invested

Capital invested by funds: $15.8B → $12B (-$3.83B)

49% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 127

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
505
Holders Change
-64
Holders Change %
-11.25%
% of All Funds
7.93%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
65
Increased
167
Reduced
206
Closed
127
Calls
$140M
Puts
$91.7M
Net Calls
+$48.5M
Net Calls Change
+$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
476
Janiczek Wealth Management
Colorado
$2.7K -$17.4K -69 -85%
FSWA
477
Financial Synergies Wealth Advisors
Texas
$2.7K
DCM
478
Davidson Capital Management
Texas
$2.7K +$252 +1 +9%
PWMG
479
Prestige Wealth Management Group
New Jersey
$2.47K +$2.77K +11 New
SWM
480
Spire Wealth Management
Virginia
$2.47K
CA
481
Crewe Advisors
Utah
$2.02K -$13.6K -54 -86%
JGIA
482
Jackson Grant Investment Advisers
Connecticut
$1.57K
BAAM
483
Baker Avenue Asset Management
California
$1.12K -$10.8K -43 -90%
NC
484
NewSquare Capital
Pennsylvania
$1.12K
CPG
485
Cornerstone Planning Group
New Jersey
$1.12K +$1.26K +5 New
MA
486
Montag & Associates
Georgia
$899 -$504 -2 -33%
DI
487
Disciplined Investments
Oklahoma
$899
SIC
488
SJS Investment Consulting
Ohio
$899
CTA
489
Colonial Trust Advisors
South Carolina
$899 +$1.01K +4 New
HCP
490
Hexagon Capital Partners
Arkansas
$899 +$1.01K +4 New
MA
491
MCF Advisors
Kentucky
$675 +$756 +3 New
NSIM
492
North Star Investment Management
Illinois
$674
RG
493
Retirement Group
California
$674
WTC
494
WhitTier Trust Company
Nevada
$674 +$756 +3 New
SWA
495
Sutton Wealth Advisors
Florida
$450 -$1.51K -6 -75%
AP
496
Arlington Partners
Alabama
$450
CWC
497
Carolinas Wealth Consulting
North Carolina
$450 +$504 +2 New
FCAG
498
First Capital Advisors Group
New Jersey
$450 +$504 +2 New
MCM
499
Manchester Capital Management
Vermont
$450 +$504 +2 New
AWM
500
Avior Wealth Management
Nebraska
$449

EPAM Hedge Fund Activity: Q2 2023 in Review

505 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q2 2023, worth a combined $12B — down 24% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of EPAM and 65 opened new positions — a net loss of 62 holders — while 206 trimmed existing stakes and 167 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $193M. The largest seller was AllianceBernstein, cutting an estimated $508M.

  • 505 institutional investors held EPAM Systems (EPAM) as of Q2 2023, down from 569 in Q1 2023.
  • Funds reported $12B of EPAM Systems stock for Q2 2023, down 24% quarter-over-quarter.
  • 65 funds opened new EPAM Systems positions in Q2 2023 and 127 closed out, a net change of -62 holders.
  • The largest EPAM Systems buyer in Q2 2023 was Viking Global Investors, an estimated $193M added.
  • The largest EPAM Systems seller in Q2 2023 was AllianceBernstein, an estimated $508M sold.

Based on aggregated 13F filings for Q2 2023.