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EPAM Systems
EPAM

569 hedge funds and large institutions have $15.8B invested in EPAM Systems in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 92.97% → 93.1% (+0.13%)

7% less funds holding

Funds holding: 612 → 569 (-43)

9% less capital invested

Capital invested by funds: $17.4B → $15.8B (-$1.59B)

16% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 234

22% less call options, than puts

Call options by funds: $90.1M | Put options by funds: $116M

33% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 94

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
569
Holders Change
-43
Holders Change %
-7.03%
% of All Funds
9.07%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
63
Increased
197
Reduced
234
Closed
94
Calls
$90.1M
Puts
$116M
Net Calls
-$25.4M
Net Calls Change
-$54.4M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$212M
2
Capital World Investors
Capital World Investors
California
+$135M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$124M
4
LPC
Lone Pine Capital
Connecticut
+$117M
5
Millennium Management
Millennium Management
New York
+$78.8M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$199M
2
JP Morgan Chase
JP Morgan Chase
New York
-$122M
3
N
Nuveen
North Carolina
-$116M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$97.7M
5
UBS AM
UBS AM
Illinois
-$61.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
526
EARNEST Partners
Georgia
$9.87K – – –
ST
527
Smithfield Trust
Pennsylvania
$9K – – –
WBC
528
West Branch Capital
Massachusetts
$8.97K – – –
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$8.67K -$9.99K -31 -52%
JAM
530
JCIC Asset Management
Ontario, Canada
$7.18K – – –
BIA
531
Bell Investment Advisors
California
$6.58K -$3.54K -11 -33%
CAC
532
Core Alternative Capital
Georgia
$6.58K +$4.19K +13 +144%
UB
533
UMB Bank
Missouri
$5.98K -$2.25K -7 -26%
HCM
534
Hollencrest Capital Management
California
$5.68K +$6.12K +19 New
AF
535
Advisornet Financial
Minnesota
$4.49K -$1.29K -4 -21%
FSWA
536
Financial Synergies Wealth Advisors
Texas
$3.59K – – –
DCM
537
Davidson Capital Management
Texas
$3.29K +$322 +1 +10%
SWM
538
Spire Wealth Management
Virginia
$3.29K +$3.54K +11 New
TWM
539
Tradition Wealth Management
Minnesota
$3K -$322 -1 -9%
SFG
540
Steward Financial Group
Texas
$3K +$1.93K +6 +120%
CFO
541
CVA Family Office
Colorado
$2.99K -$8.05K -25 -71%
CT
542
Colonial Trust
South Carolina
$2.64K -$966 -3 -25%
SWA
543
Sutton Wealth Advisors
Florida
$2.39K -$1.61K -5 -38%
WT
544
Whittier Trust
California
$2.39K -$1.61K -5 -38%
Commonwealth Equity Services
545
Commonwealth Equity Services
Massachusetts
$2.27K +$479K +1,486 +24%
AWM
546
Abound Wealth Management
Tennessee
$2.09K +$644 +2 +40%
JGIA
547
Jackson Grant Investment Advisers
Connecticut
$2.09K +$2.25K +7 New
CMP
548
Coston McIsaac & Partners
Maine
$2K +$2.58K +8 New
MA
549
Montag & Associates
Georgia
$1.79K – – –
BWL
550
Bogart Wealth LLC
Virginia
$1.79K +$1.93K +6 New
20 21
22
23 24

EPAM Hedge Fund Activity: Q1 2023 in Review

569 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q1 2023, worth a combined $15.8B — down 9.1% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of EPAM and 63 opened new positions — a net loss of 31 holders — while 234 trimmed existing stakes and 197 added.

The largest buyer was Envestnet Asset Management, adding an estimated $212M. The largest seller was WCM Investment Management, cutting an estimated $199M.

  • 569 institutional investors held EPAM Systems (EPAM) as of Q1 2023, down from 612 in Q4 2022.
  • Funds reported $15.8B of EPAM Systems stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 63 funds opened new EPAM Systems positions in Q1 2023 and 94 closed out, a net change of -31 holders.
  • The largest EPAM Systems buyer in Q1 2023 was Envestnet Asset Management, an estimated $212M added.
  • The largest EPAM Systems seller in Q1 2023 was WCM Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2023.