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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
AWM
601
Abound Wealth Management
Tennessee
$1.64K -$4K -18 -72%
S
602
Sachetta
Massachusetts
$1.64K
SWM
603
Spire Wealth Management
Virginia
$1.4K -$222 -1 -14%
HWA
604
HHM Wealth Advisors
Tennessee
$1.17K +$1.11K +5 New
TSMHT
605
Thurston Springer Miller Herd & Titak
Indiana
$1.17K -$2K -9 -64%
DPW
606
DiNuzzo Private Wealth
Pennsylvania
$936 -$445 -2 -33%
WCM
607
WealthTrak Capital Management
Virginia
$936 +$890 +4 New
GWM
608
Geneos Wealth Management
Colorado
$935
CSWM
609
Cassady Schiller Wealth Management
Ohio
$935 +$890 +4 New
T
610
Transce3nd
Texas
$935 +$890 +4 New
WA
611
Whipplewood Advisors
Colorado
$702 +$667 +3 New
SC
612
Swan Capital
Florida
$701
KFI
613
Key Financial Inc
Pennsylvania
$468
PWA
614
Principia Wealth Advisory
Texas
$468 +$445 +2 New
NS
615
NBC Securities
Alabama
$250 -$244K -1,096 -100%
SS
616
Sunbelt Securities
Texas
$235
AF
617
Advisornet Financial
Minnesota
$234 -$3.11K -14 -93%
SIC
618
SJS Investment Consulting
Ohio
$234 -$890 -4 -80%
BIM
619
Breakwater Investment Management
Washington
$234
LFG
620
Larson Financial Group
Missouri
$234
NL
621
NVWM LLC
Pennsylvania
$234
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$234 +$222 +1 New
BFPW
623
BOK Financial Private Wealth
Colorado
$234 +$222 +1 New
GFPC
624
Global Financial Private Client
Florida
$234 +$222 +1 New
NC
625
NewSquare Capital
Pennsylvania
$234 +$222 +1 New