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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
WP
551
WealthPLAN Partners
Nebraska
$1.79K +$1.93K +6 New
NC
552
NewSquare Capital
Pennsylvania
$1.5K – – –
HPC
553
HM Payson & Co
Maine
$1.5K +$1.61K +5 New
SC
554
Schubert & Co
Texas
$1.2K -$1.61K -5 -56%
DI
555
Disciplined Investments
Oklahoma
$1.2K – – –
SIC
556
SJS Investment Consulting
Ohio
$1.2K – – –
RG
557
Retirement Group
California
$1K – – –
TWA
558
TCI Wealth Advisors
Arizona
$897 -$6.12K -19 -86%
NSIM
559
North Star Investment Management
Illinois
$897 – – –
TFM
560
TFC Financial Management
Massachusetts
$897 – – –
WPA
561
West Paces Advisors
Georgia
$897 – – –
AWM
562
Avior Wealth Management
Nebraska
$598 – – –
BWM
563
BerganKDV Wealth Management
Minnesota
$598 – – –
AP
564
Arlington Partners
Alabama
$598 +$644 +2 New
ECM
565
Everence Capital Management
Indiana
$314 – – –
TWD
566
True Wealth Design
Ohio
$299 – – –
VCM
567
Versant Capital Management
Arizona
$299 – – –
1832 Asset Management
568
1832 Asset Management
Ontario, Canada
– -$97.7M -298,200 Closed
Lord, Abbett & Co
569
Lord, Abbett & Co
New Jersey
– -$41M -125,208 Closed
WMSA
570
Weiss Multi-Strategy Advisers
New York
– -$16.4M -50,000 Closed
Walleye Capital
571
Walleye Capital
New York
– -$11.5M -35,209 Closed
VRS
572
Virginia Retirement Systems
Virginia
– -$9.31M -28,400 Closed
MFWM
573
Motley Fool Wealth Management
Virginia
– -$9.23M -28,204 Closed
WP
574
Woodline Partners
California
– -$7.46M -22,755 Closed
NPAM
575
Noble Path Asset Management
New York
– -$4.73M -14,430 Closed
21 22
23
24 25

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.