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EPAM Systems

569 hedge funds and large institutions have $14.4B invested in EPAM Systems in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 220 increasing their positions, 200 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

10% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 200

2% more funds holding

Funds holding: 556569 (+13)

2.21% less ownership

Funds ownership: 92.38%90.17% (-2.2%)

9% less capital invested

Capital invested by funds: $15.8B → $14.4B (-$1.46B)

17% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $91.8M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
569
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
8.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
73
Increased
220
Reduced
200
Closed
58
Calls
$76.4M
Puts
$91.8M
Net Calls
-$15.4M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$16.8K +$588 +2 +3%
GRP
502
Global Retirement Partners
California
$16.3K +$3.24K +11 +23%
FFL
503
Financial Freedom LLC
Ohio
$15.2K
LS
504
Livforsakringsbolaget Skandia
Sweden
$15.2K
NCTC
505
New Covenant Trust Company
Indiana
$14.4K +$15.3K +52 New
CFD
506
Creative Financial Designs
Indiana
$10.8K +$11.5K +39 New
RA
507
Rise Advisors
New York
$10.8K +$11.5K +39 New
EWA
508
EverSource Wealth Advisors
Alabama
$10.4K +$2.06K +7 +19%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$10.2K
JWA
510
JFS Wealth Advisors
Pennsylvania
$10.2K +$1.76K +6 +19%
BMC
511
Bear Mountain Capital
Washington
$9.96K
BWP
512
Baldwin Wealth Partners
Massachusetts
$9.39K +$294 +1 +3%
AWM
513
Activest Wealth Management
Florida
$9.39K +$10K +34 New
BIA
514
Bell Investment Advisors
California
$9.11K +$1.18K +4 +14%
WBC
515
West Branch Capital
Massachusetts
$8.29K
MCM
516
MV Capital Management
Maryland
$8.01K
OC
517
Oakworth Capital
Alabama
$7.73K
GKIM
518
GW&K Investment Management
Massachusetts
$7K -$294 -1 -4%
RCM
519
Raleigh Capital Management
North Carolina
$6.9K +$4.41K +15 +150%
UB
520
UMB Bank
Missouri
$6.9K +$7.36K +25 New
DCM
521
Davidson Capital Management
Texas
$6.35K -$588 -2 -8%
JSAM
522
J. Safra Asset Management
New York
$6.08K +$6.47K +22 New
AWM
523
Abound Wealth Management
Tennessee
$5.52K +$294 +1 +5%
SIS
524
Sound Income Strategies
Florida
$5.25K -$17.4K -59 -76%
SAM
525
Smartleaf Asset Management
Massachusetts
$4.97K -$4.12K -14 -44%

EPAM Hedge Fund Activity: Q1 2024 in Review

569 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q1 2024, worth a combined $14.4B — down 9.2% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EPAM positions and 58 closed out — a net gain of 15 holders — while 220 added to existing stakes and 200 trimmed.

The largest buyer was Millennium Management, adding an estimated $144M. The largest seller was Capital Research Global Investors, cutting an estimated $664M.

  • 569 institutional investors held EPAM Systems (EPAM) as of Q1 2024, up from 556 in Q4 2023.
  • Funds reported $14.4B of EPAM Systems stock for Q1 2024, down 9.2% quarter-over-quarter.
  • 73 funds opened new EPAM Systems positions in Q1 2024 and 58 closed out, a net change of +15 holders.
  • The largest EPAM Systems buyer in Q1 2024 was Millennium Management, an estimated $144M added.
  • The largest EPAM Systems seller in Q1 2024 was Capital Research Global Investors, an estimated $664M sold.

Based on aggregated 13F filings for Q1 2024.