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EPAM Systems

555 hedge funds and large institutions have $10.1B invested in EPAM Systems in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 229 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

29% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 177

4% more funds holding

Funds holding: 535555 (+20)

3% more capital invested

Capital invested by funds: $9.83B → $10.1B (+$297M)

0.81% less ownership

Funds ownership: 90.26%89.45% (-0.81%)

41% less call options, than puts

Call options by funds: $64M | Put options by funds: $109M

Holders
555
Holders Change
+20
Holders Change %
+3.74%
% of All Funds
7.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
84
Increased
229
Reduced
177
Closed
60
Calls
$64M
Puts
$109M
Net Calls
-$44.8M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
526
Bruce G. Allen Investments
Colorado
$1.99K
HNB
527
Hilltop National Bank
Wyoming
$1.99K
CAC
528
Core Alternative Capital
Georgia
$1.79K
PAS
529
Point72 Asia (Singapore)
Singapore
$1.78K +$1.8K +9 New
S
530
Sachetta
Massachusetts
$1.39K
MA
531
MCF Advisors
Kentucky
$1.39K +$1.2K +6 +600%
SWM
532
Spire Wealth Management
Virginia
$1.39K +$1.4K +7 New
DPW
533
DiNuzzo Private Wealth
Pennsylvania
$1.2K
GSEP
534
Golden State Equity Partners
California
$1.19K +$1.2K +6 New
RFS
535
Richardson Financial Services
Massachusetts
$1.16K +$601 +3 +100%
SIC
536
SJS Investment Consulting
Ohio
$996 +$200 +1 +25%
Kayne Anderson Rudnick Investment Management
537
Kayne Anderson Rudnick Investment Management
California
$995
CWC
538
Carolinas Wealth Consulting
North Carolina
$797 +$401 +2 +100%
AssetMark Inc
539
AssetMark Inc
California
$796 +$802 +4 New
GWM
540
Geneos Wealth Management
Colorado
$796 +$802 +4 New
SC
541
Swan Capital
Florida
$597
WTC
542
WhitTier Trust Company
Nevada
$597 +$601 +3 New
IAIM
543
International Assets Investment Management
Florida
$550 +$21.9M +109,467 New
RTC
544
Riverview Trust Company
Washington
$398 -$20.6K -103 -98%
KFI
545
Key Financial Inc
Pennsylvania
$398 +$401 +2 New
BIM
546
Breakwater Investment Management
Washington
$200
BIG
547
Brooklyn Investment Group
New York
$200 +$200 +1 New
SS
548
Sunbelt Securities
Texas
$199
CAM
549
Chesapeake Asset Management
New York
$199 +$200 +1 New
CA
550
Claris Advisors
Missouri
$199 +$200 +1 New