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EPAM Systems

556 hedge funds and large institutions have $15.8B invested in EPAM Systems in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 168 increasing their positions, 225 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 47

17% more capital invested

Capital invested by funds: $13.6B → $15.8B (+$2.27B)

8% more funds holding

Funds holding: 514556 (+42)

0.77% more ownership

Funds ownership: 91.61%92.38% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less call options, than puts

Call options by funds: $138M | Put options by funds: $143M

25% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 225

Holders
556
Holders Change
+42
Holders Change %
+8.17%
% of All Funds
8.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
168
Reduced
225
Closed
47
Calls
$138M
Puts
$143M
Net Calls
-$5.05M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.29B +$13M +51,228 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.03B +$8.78M +34,575 +0.5%
BlackRock
3
BlackRock
New York
$1.4B +$17.8M +70,262 +2%
WCM Investment Management
4
WCM Investment Management
California
$748M -$81.9M -322,500 -11%
State Street
5
State Street
Massachusetts
$678M +$23.3M +91,588 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$641M -$53.4M -210,394 -9%
JP Morgan Chase
7
JP Morgan Chase
New York
$483M -$80.4M -316,588 -16%
Capital World Investors
8
Capital World Investors
California
$468M -$179M -704,669 -31%
Invesco
9
Invesco
Georgia
$427M +$15.2M +60,023 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$378M +$7.14M +28,125 +2%
Morgan Stanley
11
Morgan Stanley
New York
$285M +$108M +425,588 +80%
AllianceBernstein
12
AllianceBernstein
Tennessee
$276M +$24.8M +97,707 +12%
LPC
13
Lone Pine Capital
Connecticut
$253M -$51.8M -203,969 -19%
N
14
Nuveen
North Carolina
$251M +$6.98M +27,482 +3%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$231M +$81.2M +319,766 +70%
Northern Trust
16
Northern Trust
Illinois
$199M -$11.9M -46,824 -7%
Marshall Wace
17
Marshall Wace
United Kingdom
$190M +$89.2M +351,536 +122%
Norges Bank
18
Norges Bank
Norway
$185M +$8.61M +33,919 +6%
DCP
19
DSM Capital Partners
Florida
$179M -$76.1M -299,959 -33%
Holocene Advisors
20
Holocene Advisors
New York
$149M +$124M +487,008 +3,211%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$142M +$95.3M +375,439 +372%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$124M +$8.29M +32,674 +8%
Citadel Advisors
23
Citadel Advisors
Florida
$124M +$103M +407,236 +4,313%
Charles Schwab
24
Charles Schwab
California
$117M +$4.47M +17,609 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$113M -$4.49M -17,701 -4%

EPAM Hedge Fund Activity: Q4 2023 in Review

556 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q4 2023, worth a combined $15.8B — up 17% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPAM positions and 47 closed out — a net gain of 48 holders — while 168 added to existing stakes and 225 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $124M. The largest seller was Capital World Investors, cutting an estimated $179M.

  • 556 institutional investors held EPAM Systems (EPAM) as of Q4 2023, up from 514 in Q3 2023.
  • Funds reported $15.8B of EPAM Systems stock for Q4 2023, up 17% quarter-over-quarter.
  • 95 funds opened new EPAM Systems positions in Q4 2023 and 47 closed out, a net change of +48 holders.
  • The largest EPAM Systems buyer in Q4 2023 was Holocene Advisors, an estimated $124M added.
  • The largest EPAM Systems seller in Q4 2023 was Capital World Investors, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2023.