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EPAM Systems

630 hedge funds and large institutions have $11.9B invested in EPAM Systems in 2024 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

136% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 59

17% more capital invested

Capital invested by funds: $10.1B → $11.9B (+$1.73B)

14% more funds holding

Funds holding: 555630 (+75)

0.01% more ownership

Funds ownership: 89.45%89.46% (+0.01%)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

26% less call options, than puts

Call options by funds: $67.5M | Put options by funds: $91.2M

Holders
630
Holders Change
+75
Holders Change %
+13.51%
% of All Funds
8.3%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
139
Increased
196
Reduced
238
Closed
59
Calls
$67.5M
Puts
$91.2M
Net Calls
-$23.7M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
526
Y.D. More Investments
Israel
$42.1K
CLOS
527
Compagnie Lombard Odier SCmA
Switzerland
$40.9K
AF
528
Allworth Financial
California
$37.7K -$3.34K -15 -9%
VWM
529
Venturi Wealth Management
Texas
$37.6K -$81.4K -366 -69%
LS
530
Livforsakringsbolaget Skandia
Sweden
$36.2K
VCM
531
Versant Capital Management
Arizona
$34.8K +$33.1K +149 New
TPCW
532
TD Private Client Wealth
New York
$34.4K +$15.3K +69 +88%
PCM
533
Penserra Capital Management
California
$33K -$26.7K -120 -45%
CA
534
Clearstead Advisors
Ohio
$32.5K +$6.45K +29 +26%
CA
535
CoreCap Advisors
Michigan
$32.3K -$5.34K -24 -15%
SIC
536
Salem Investment Counselors
North Carolina
$32K
Kayne Anderson Rudnick Investment Management
537
Kayne Anderson Rudnick Investment Management
California
$30.4K +$27.8K +125 +2,500%
WTA
538
Washington Trust Advisors
Massachusetts
$29.2K -$17.8K -80 -39%
EWA
539
EverSource Wealth Advisors
Alabama
$26.7K +$12K +54 +90%
TIM
540
Tortoise Investment Management
New York
$24.8K
PS
541
Principal Securities
Iowa
$24.3K -$14.7K -66 -39%
SAM
542
Smartleaf Asset Management
Massachusetts
$22.1K +$1.33K +6 +7%
CAS
543
Coppell Advisory Solutions
Texas
$21.4K -$24.2K -109 -55%
GRP
544
Global Retirement Partners
California
$20.6K -$3.34K -15 -15%
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2K
CAWM
546
Capital A Wealth Management
Pennsylvania
$19.9K +$18.9K +85 New
HI
547
Harbour Investments
Wisconsin
$19.2K +$4.89K +22 +37%
ACM
548
Aster Capital Management
United Arab Emirates
$18.2K +$17.4K +78 New
VNA
549
Valley National Advisers
Pennsylvania
$17K +$16.5K +74 New
UB
550
UMB Bank
Missouri
$15.9K -$4.45K -20 -23%