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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
VIA
626
Vident Investment Advisory
Georgia
– -$235K -718 Closed
SW
627
SVB Wealth
Massachusetts
– -$235K -716 Closed
UCB
628
United Community Bank
South Carolina
– -$214K -652 Closed
ONB
629
Old National Bancorp
Indiana
– -$206K -628 Closed
Capstone Investment Advisors
630
Capstone Investment Advisors
New York
– -$163K -497 Closed
PMAM
631
Picton Mahoney Asset Management
Ontario, Canada
– -$150K -457 Closed
EA
632
Emerald Advisers
Pennsylvania
– -$148K -453 Closed
USCWA
633
U.S. Capital Wealth Advisors
Texas
– -$75.4K -230 Closed
DCM
634
Dupont Capital Management
Delaware
– -$66.9K -204 Closed
MCC
635
Money Concepts Capital
Florida
– -$24K -73 Closed
CLOS
636
Compagnie Lombard Odier SCmA
Switzerland
– -$21K -63 Closed
TC
637
Truvestments Capital
Florida
– -$19.7K -60 Closed
EC
638
Elequin Capital
New York
– -$19K -58 Closed
First Manhattan
639
First Manhattan
New York
– -$8.85K -27 Closed
DWP
640
Destiny Wealth Partners
Florida
– -$6.55K -20 Closed
AWM
641
Accurate Wealth Management
Florida
– -$5.56K -17 Closed
HIA
642
Harbor Investment Advisory
Maryland
– -$5.24K -16 Closed
SC
643
Sierra Capital
Florida
– -$5K -15 Closed
CAL
644
Capital Advisors Ltd
Ohio
– -$3K -8 Closed
MA
645
MCF Advisors
Kentucky
– -$1.97K -6 Closed
PWMG
646
Prestige Wealth Management Group
New Jersey
– -$1.64K -5 Closed
WTC
647
WhitTier Trust Company
Nevada
– -$1.64K -5 Closed
FMP
648
Financial Management Professionals
Texas
– -$1.29K -4 -80%
CA
649
Corrado Advisors
New Jersey
– -$983 -3 Closed
FWA
650
Freedom Wealth Alliance
Wisconsin
– -$983 -3 Closed
23 24 25
26
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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.