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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
BWP
501
Baldwin Wealth Partners
Massachusetts
$9.81K
SAM
502
Smartleaf Asset Management
Massachusetts
$9.56K +$8.12K +32 New
JWA
503
JFS Wealth Advisors
Pennsylvania
$9.22K -$1.52K -6 -16%
WBC
504
West Branch Capital
Massachusetts
$8.92K
MCM
505
MV Capital Management
Maryland
$8.62K -$1.27K -5 -15%
BIA
506
Bell Investment Advisors
California
$8.62K -$1.01K -4 -12%
OC
507
Oakworth Capital
Alabama
$8.33K -$2.54K -10 -26%
GBT
508
Grove Bank & Trust
Florida
$8.33K
DCM
509
Davidson Capital Management
Texas
$7.43K
TWM
510
Tradition Wealth Management
Minnesota
$7K +$254 +1 +5%
GKIM
511
GW&K Investment Management
Massachusetts
$7K +$2.54K +10 +67%
BTI
512
Blue Trust Inc
Georgia
$6K +$2.54K +10 +83%
PTC
513
Private Trust Company
Ohio
$5.95K -$1.52K -6 -23%
CAC
514
Core Alternative Capital
Georgia
$5.95K -$508 -2 -9%
AWM
515
Abound Wealth Management
Tennessee
$5.65K +$2.29K +9 +90%
FFO
516
Fortitude Family Office
Arizona
$5.35K +$4.57K +18 New
SWM
517
Sanctuary Wealth Management
Idaho
$4.46K
FSWA
518
Financial Synergies Wealth Advisors
Texas
$3.93K
PWMG
519
Private Wealth Management Group
New Jersey
$3.87K +$3.3K +13 New
ZB
520
Zions Bancorporation
Utah
$3.87K -$6.35K -25 -66%
HI
521
Harbour Investments
Wisconsin
$3.87K +$1.27K +5 +63%
VNA
522
Valley National Advisers
Pennsylvania
$3K +$1.78K +7 +140%
JWM
523
Janiczek Wealth Management
Colorado
$2.97K +$2.54K +10 New
RCM
524
Raleigh Capital Management
North Carolina
$2.97K +$2.54K +10 New
Canada Pension Plan Investment Board
525
Canada Pension Plan Investment Board
Ontario, Canada
$2.97K -$9.05M -35,666 -100%

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.