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EPAM Systems

556 hedge funds and large institutions have $15.8B invested in EPAM Systems in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 168 increasing their positions, 225 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 47

17% more capital invested

Capital invested by funds: $13.6B → $15.8B (+$2.27B)

8% more funds holding

Funds holding: 514556 (+42)

0.77% more ownership

Funds ownership: 91.61%92.38% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less call options, than puts

Call options by funds: $138M | Put options by funds: $143M

25% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 225

Holders
556
Holders Change
+42
Holders Change %
+8.17%
% of All Funds
8.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
168
Reduced
225
Closed
47
Calls
$138M
Puts
$143M
Net Calls
-$5.05M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
476
NewEdge Advisors
Louisiana
$32.1K -$17K -67 -38%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$30.6K +$3.05K +12 +13%
LCM
478
Logan Capital Management
Pennsylvania
$26.5K -$1.27K -5 -5%
CFGS
479
Concourse Financial Group Securities
Alabama
$25.9K +$1.52K +6 +7%
BFEC
480
Benjamin F. Edwards & Company
Missouri
$25K +$21.1K +83 New
FFA
481
Farther Finance Advisors
California
$23.8K +$5.58K +22 +38%
CP
482
Castleview Partners
Texas
$23.2K +$19.8K +78 New
SIS
483
Sound Income Strategies
Florida
$23.2K +$19.8K +78 New
OP
484
ORG Partners
Indiana
$23.2K +$19.8K +78 New
PFBT
485
Parkside Financial Bank & Trust
Missouri
$22.6K -$3.05K -12 -14%
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.2K
ST
487
Smithfield Trust
Pennsylvania
$21K +$10.4K +41 +141%
TWC
488
TD Waterhouse Canada
Ontario, Canada
$19.4K -$3.05K -12 -19%
VWM
489
Venturi Wealth Management
Texas
$17.5K +$4.06K +16 +37%
FFL
490
Financial Freedom LLC
Ohio
$16.4K -$12.7K -50 -48%
LS
491
Livforsakringsbolaget Skandia
Sweden
$16.4K
GRP
492
Global Retirement Partners
California
$14.4K +$254 +1 +2%
ETC
493
Exchange Traded Concepts
Oklahoma
$14.3K -$42.1K -166 -78%
TCWA
494
Turtle Creek Wealth Advisors
Texas
$14.3K +$12.2K +48 New
BMC
495
Bear Mountain Capital
Washington
$12K +$10.2K +40 New
IWP
496
IAG Wealth Partners
Wisconsin
$11.9K
QL
497
Quarry LP
New York
$11.6K -$36K -142 -78%
EWA
498
EverSource Wealth Advisors
Alabama
$11K -$7.87K -31 -46%
GWS
499
Glassman Wealth Services
Virginia
$11K -$6.85K -27 -42%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$11K

EPAM Hedge Fund Activity: Q4 2023 in Review

556 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q4 2023, worth a combined $15.8B — up 17% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPAM positions and 47 closed out — a net gain of 48 holders — while 168 added to existing stakes and 225 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $124M. The largest seller was Capital World Investors, cutting an estimated $179M.

  • 556 institutional investors held EPAM Systems (EPAM) as of Q4 2023, up from 514 in Q3 2023.
  • Funds reported $15.8B of EPAM Systems stock for Q4 2023, up 17% quarter-over-quarter.
  • 95 funds opened new EPAM Systems positions in Q4 2023 and 47 closed out, a net change of +48 holders.
  • The largest EPAM Systems buyer in Q4 2023 was Holocene Advisors, an estimated $124M added.
  • The largest EPAM Systems seller in Q4 2023 was Capital World Investors, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2023.