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Funds Holding EPM

On this page, we present all of the funds holding EPM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EPM, with a link to that fund's top holdings. The next columns indicate the amount of EPM stock held by each of the funds holding EPM, followed by the EPM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 110 funds holding EPM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc. (or by any of the other funds holding EPM), click the fund name in the "Holder" column of the funds-holding-EPM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $3,046,404 12/31/2023
     Call523,814$3,043,361 12/31/2023
     EPM523,814$3,043 12/31/2023
BlackRock Inc.2,770,124$16,094 12/31/2023
     EPM2,770,124$16,094 12/31/2023
WealthTrust Axiom LLC1,666,452$9,682 12/31/2023
     EPM1,666,452$9,682 12/31/2023
Vanguard Group Inc.1,602,701$9,312 12/31/2023
     EPM1,602,701$9,312 12/31/2023
Renaissance Technologies LLC1,364,197$7,926 12/31/2023
     EPM1,364,197$7,926 12/31/2023
River Road Asset Management LLC1,258,104$7,725 03/31/2024
     EPM1,258,104$7,725 03/31/2024
Dimensional Fund Advisors LP1,288,175$7,484 12/31/2023
     EPM1,288,175$7,484 12/31/2023
Ranger Investment Management L.P.974,270$5,661 12/31/2023
     EPM974,270$5,661 12/31/2023
North Star Investment Management Corp.706,264$4,103 12/31/2023
     EPM706,264$4,103 12/31/2023
Penn Mutual Asset Management LLC700,053$4,067 12/31/2023
     EPM700,053$4,067 12/31/2023
Geode Capital Management LLC686,309$3,988 12/31/2023
     EPM686,309$3,988 12/31/2023
State Street Corp645,381$3,750 12/31/2023
     EPM645,381$3,750 12/31/2023
Morgan Stanley534,568$3,106 12/31/2023
     EPM534,568$3,106 12/31/2023
Russell Investments Group Ltd.520,528$3,024 12/31/2023
     EPM520,528$3,024 12/31/2023
American Century Companies Inc.449,069$2,609 12/31/2023
     EPM449,069$2,609 12/31/2023
Bank of New York Mellon Corp373,892$2,296 03/31/2024
     EPM373,892$2,296 03/31/2024
Northern Trust Corp328,496$1,909 12/31/2023
     EPM328,496$1,909 12/31/2023
Register Financial Advisors LLC276,405$1,697 03/31/2024
     EPM276,405$1,697 03/31/2024
Bard Associates Inc.248,618$1,444 12/31/2023
     EPM248,618$1,444 12/31/2023
Foundry Partners LLC194,870$1,132 12/31/2023
     EPM194,870$1,132 12/31/2023
Raymond James Financial Services Advisors Inc.170,325$1,046 03/31/2024
     EPM170,325$1,046 03/31/2024
Perritt Capital Management Inc.176,530$1,026 12/31/2023
     EPM176,530$1,026 12/31/2023
Raymond James & Associates164,206$1,008 03/31/2024
     EPM164,206$1,008 03/31/2024
Advisor Group Holdings Inc.164,980$958 12/31/2023
     EPM164,980$958 12/31/2023
Cornercap Investment Counsel Inc.162,468$944 12/31/2023
     EPM162,468$944 12/31/2023
Ameriprise Financial Inc.156,201$908 12/31/2023
     EPM156,201$908 12/31/2023
Group One Trading L.P. $688 12/31/2023
     Call115,200$669 12/31/2023
     EPM3,700$21 12/31/2023
     Put300$2 12/31/2023
Man Group plc106,583$619 12/31/2023
     EPM106,583$619 12/31/2023
Two Sigma Advisers LP103,027$599 12/31/2023
     EPM103,027$599 12/31/2023
Aviva PLC102,984$598 12/31/2023
     EPM102,984$598 12/31/2023
Charles Schwab Investment Management Inc.88,329$513 12/31/2023
     EPM88,329$513 12/31/2023
First Trust Advisors LP83,599$486 12/31/2023
     EPM83,599$486 12/31/2023
Bridgeway Capital Management Inc.78,133$454 12/31/2023
     EPM78,133$454 12/31/2023
State Board of Administration of Florida Retirement System72,515$421 12/31/2023
     EPM72,515$421 12/31/2023
UBS Group AG69,691$405 12/31/2023
     EPM69,691$405 12/31/2023
New York State Common Retirement Fund67,666$393 12/31/2023
     EPM67,666$393 12/31/2023
Strs Ohio62,200$361 12/31/2023
     EPM62,200$361 12/31/2023
Exchange Traded Concepts LLC58,254$358 03/31/2024
     EPM58,254$358 03/31/2024
Nuveen Asset Management LLC61,211$356 12/31/2023
     EPM61,211$356 12/31/2023
Goldman Sachs Group Inc.60,011$349 12/31/2023
     EPM60,011$349 12/31/2023
AQR Capital Management LLC55,639$323 12/31/2023
     EPM55,639$323 12/31/2023
Campbell & CO Investment Adviser LLC53,115$309 12/31/2023
     EPM53,115$309 12/31/2023
Janney Montgomery Scott LLC50,388$293 12/31/2023
     EPM50,388$293 12/31/2023
O Shaughnessy Asset Management LLC49,460$287 12/31/2023
     EPM49,460$287 12/31/2023
Bank of America Corp DE49,191$286 12/31/2023
     EPM49,191$286 12/31/2023
Invesco Ltd.48,102$279 12/31/2023
     EPM48,102$279 12/31/2023
State of Tennessee Treasury Department44,856$261 12/31/2023
     EPM44,856$261 12/31/2023
Barclays PLC44,114$256 12/31/2023
     EPM44,114$256 12/31/2023
Rhumbline Advisers42,321$246 12/31/2023
     EPM42,321$246 12/31/2023
Connors Investor Services Inc.40,300$234 12/31/2023
     EPM40,300$234 12/31/2023
WINTON GROUP Ltd37,390$217 12/31/2023
     EPM37,390$217 12/31/2023
Alps Advisors Inc.35,533$206 12/31/2023
     EPM35,533$206 12/31/2023
Ethic Inc.34,965$203 12/31/2023
     EPM34,965$203 12/31/2023
Seizert Capital Partners LLC29,803$173 12/31/2023
     EPM29,803$173 12/31/2023
Arete Wealth Advisors LLC26,940$157 12/31/2023
     EPM26,940$157 12/31/2023
Victory Capital Management Inc.25,863$150 12/31/2023
     EPM25,863$150 12/31/2023
BNP Paribas Arbitrage SA24,162$140 12/31/2023
     EPM24,162$140 12/31/2023
Equitable Holdings Inc.23,497$137 12/31/2023
     EPM23,497$137 12/31/2023
JPMorgan Chase & Co.22,495$131 12/31/2023
     EPM22,495$131 12/31/2023
Jane Street Group LLC20,327$118 12/31/2023
     EPM20,327$118 12/31/2023
Susquehanna International Group LLP $109 12/31/2023
     Put136,100$791 12/31/2023
     EPM104,462$607 12/31/2023
     Call50,400$293 12/31/2023
MetLife Investment Management LLC16,752$97 12/31/2023
     EPM16,752$97 12/31/2023
Mirae Asset Global Investments Co. Ltd.16,712$97 12/31/2023
     EPM16,712$97 12/31/2023
Brandywine Global Investment Management LLC16,019$93 12/31/2023
     EPM16,019$93 12/31/2023
American International Group Inc.15,429$90 12/31/2023
     EPM15,429$90 12/31/2023
Citadel Advisors LLC $90 12/31/2023
     Call49,500$288 12/31/2023
     Put34,100$198 12/31/2023
Squarepoint Ops LLC15,182$88 12/31/2023
     EPM15,182$88 12/31/2023
Two Sigma Investments LP14,900$87 12/31/2023
     EPM14,900$87 12/31/2023
Ritholtz Wealth Management14,065$86 03/31/2024
     EPM14,065$86 03/31/2024
Deutsche Bank AG14,631$85 12/31/2023
     EPM14,631$85 12/31/2023
Voya Investment Management LLC14,543$84 12/31/2023
     EPM14,543$84 12/31/2023
Cambridge Investment Research Advisors Inc.13,501$83 03/31/2024
     EPM13,501$83 03/31/2024
The Manufacturers Life Insurance Company 13,749$80 12/31/2023
     EPM13,749$80 12/31/2023
PEAK6 Investments LLC $80 12/31/2023
     Call13,800$80 12/31/2023
Citigroup Inc.13,506$78 12/31/2023
     EPM13,506$78 12/31/2023
LPL Financial LLC13,297$77 12/31/2023
     EPM13,297$77 12/31/2023
Cetera Investment Advisers12,065$70 12/31/2023
     EPM12,065$70 12/31/2023
State of Wyoming12,043$70 12/31/2023
     EPM12,043$70 12/31/2023
Royal Bank of Canada10,255$59 12/31/2023
     EPM10,255$59 12/31/2023
Aquatic Capital Management LLC9,400$55 12/31/2023
     EPM9,400$55 12/31/2023
Jamison Private Wealth Management Inc.8,000$49 03/31/2024
     EPM8,000$49 03/31/2024
The PNC Financial Services Group Inc.8,393$49 12/31/2023
     EPM8,393$49 12/31/2023
Wells Fargo & Company MN8,038$47 12/31/2023
     EPM8,038$47 12/31/2023
Tower Research Capital LLC TRC 7,959$46 12/31/2023
     EPM7,959$46 12/31/2023
FMR LLC7,790$45 12/31/2023
     EPM7,790$45 12/31/2023
Simplex Trading LLC $37 03/31/2024
     Call10,300$63 03/31/2024
     Put5,900$36 03/31/2024
     EPM1,663$10 03/31/2024
Newbridge Financial Services Group Inc.5,450$33 03/31/2024
     EPM5,450$33 03/31/2024
California State Teachers Retirement System5,109$30 12/31/2023
     EPM5,109$30 12/31/2023
Gladius Capital Management LP4,690$27 12/31/2023
     EPM4,690$27 12/31/2023
Legal & General Group Plc3,364$20 12/31/2023
     EPM3,364$20 12/31/2023
Ameritas Investment Partners Inc.2,605$15 12/31/2023
     EPM2,605$15 12/31/2023
Metropolitan Life Insurance Co NY1,736$10 12/31/2023
     EPM1,736$10 12/31/2023
Geneos Wealth Management Inc.1,800$10 12/31/2023
     EPM1,800$10 12/31/2023
US Bancorp DE1,450$8 12/31/2023
     EPM1,450$8 12/31/2023
Comerica Bank1,403$8 12/31/2023
     EPM1,403$8 12/31/2023
Amalgamated Bank1,064$7 03/31/2024
     EPM1,064$7 03/31/2024
Northwestern Mutual Wealth Management Co.1,009$6 12/31/2023
     EPM1,009$6 12/31/2023
Proequities Inc. $2 12/31/2023
     EPM289$2 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Valley National Advisers Inc.190$1 03/31/2024
     EPM190$1 03/31/2024
CWM LLC170$1 03/31/2024
     EPM170$1 03/31/2024
First Horizon Advisors Inc.99$1 03/31/2024
     EPM99$1 03/31/2024
Aspire Private Capital LLC100$1 03/31/2024
     EPM100$1 03/31/2024
Allspring Global Investments Holdings LLC155$1 03/31/2024
     EPM155$1 03/31/2024
Federated Hermes Inc.201$1 12/31/2023
     EPM201$1 12/31/2023
GWM Advisors LLC182$1 12/31/2023
     EPM182$1 12/31/2023
Glassman Wealth Services110$1 12/31/2023
     EPM110$1 12/31/2023
Farther Finance Advisors LLC209$1 12/31/2023
     EPM209$1 12/31/2023
Cutler Group LP $0 03/31/2024
     Put100$0 03/31/2024
     Call100$0 03/31/2024
GAMMA Investing LLC51$0 03/31/2024
     EPM51$0 03/31/2024
Creative Financial Designs Inc. ADV15$0 12/31/2023
     EPM15$0 12/31/2023
Wolverine Trading LLC19,900$-116 12/31/2023
     Put19,900$116 12/31/2023

See Summary: Institutional Holders of EPM
See Details: Top 10 Hedge Funds Holding EPM
Also See: EPM Insider Buying
Also See: EPM Holdings Changes

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