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EPAM Systems

505 hedge funds and large institutions have $12B invested in EPAM Systems in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 167 increasing their positions, 206 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $140M | Put options by funds: $91.7M

1.01% less ownership

Funds ownership: 93.1%92.09% (-1%)

11% less funds holding

Funds holding: 569505 (-64)

19% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 206

24% less capital invested

Capital invested by funds: $15.8B → $12B (-$3.83B)

49% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 127

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
505
Holders Change
-64
Holders Change %
-11.25%
% of All Funds
7.93%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
65
Increased
167
Reduced
206
Closed
127
Calls
$140M
Puts
$91.7M
Net Calls
+$48.5M
Net Calls Change
+$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
601
Financial Advocates Investment Management
Washington
-$202K -676 Closed
TAM
602
Trust Asset Management
Texas
-$200K -670 Closed
EI
603
Ellevest Inc
New York
-$152K -510 Closed
AWM
604
Accel Wealth Management
Iowa
-$82.8K -277 Closed
BAM
605
Belpointe Asset Management
Nevada
-$79.8K -267 Closed
Bank Julius Baer & Co
606
Bank Julius Baer & Co
Switzerland
-$70K -235 Closed
JMF
607
Johnson Midwest Financial
Iowa
-$63.4K -212 Closed
Group One Trading
608
Group One Trading
Illinois
-$30.5K -121 Closed
OIA
609
Optimum Investment Advisors
Illinois
-$29.9K -100 Closed
HI
610
Harbour Investments
Wisconsin
-$27.8K -93 Closed
AAS
611
Ameritas Advisory Services
Nebraska
-$17.1K -61 Closed
CCA
612
Column Capital Advisors
Indiana
-$16.7K -56 Closed
QL
613
Quarry LP
New York
-$12.6K -42 Closed
BBHC
614
Brown Brothers Harriman & Co
New York
-$10.8K -36 Closed
JAM
615
JCIC Asset Management
Ontario, Canada
-$7.18K -24 Closed
SFG
616
Steward Financial Group
Texas
-$3K -11 Closed
CFO
617
CVA Family Office
Colorado
-$2.99K -10 Closed
CT
618
Colonial Trust
South Carolina
-$2.64K -9 Closed
CMP
619
Coston McIsaac & Partners
Maine
-$2K -8 Closed
WT
620
Whittier Trust
California
-$2.39K -8 Closed
BWL
621
Bogart Wealth LLC
Virginia
-$1.79K -6 Closed
WP
622
WealthPLAN Partners
Nebraska
-$1.79K -6 Closed
SC
623
Schubert & Co
Texas
-$1.2K -4 Closed
TWA
624
TCI Wealth Advisors
Arizona
-$897 -3 Closed
TFM
625
TFC Financial Management
Massachusetts
-$897 -3 Closed

EPAM Hedge Fund Activity: Q2 2023 in Review

505 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q2 2023, worth a combined $12B — down 24% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of EPAM and 65 opened new positions — a net loss of 62 holders — while 206 trimmed existing stakes and 167 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $193M. The largest seller was AllianceBernstein, cutting an estimated $508M.

  • 505 institutional investors held EPAM Systems (EPAM) as of Q2 2023, down from 569 in Q1 2023.
  • Funds reported $12B of EPAM Systems stock for Q2 2023, down 24% quarter-over-quarter.
  • 65 funds opened new EPAM Systems positions in Q2 2023 and 127 closed out, a net change of -62 holders.
  • The largest EPAM Systems buyer in Q2 2023 was Viking Global Investors, an estimated $193M added.
  • The largest EPAM Systems seller in Q2 2023 was AllianceBernstein, an estimated $508M sold.

Based on aggregated 13F filings for Q2 2023.