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This page summarizes the EPAM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EPAM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EPAM Share Count |
|---|
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2 |
189 |
+187 |
+9350.00% |
| Lecap Asset Management Ltd. |
1,383 |
15,191 |
+13,808 |
+998.41% |
| Capstone Investment Advisors LLC |
357 |
3,688 |
+3,331 |
+933.05% |
| Summit Global Investments |
837 |
3,252 |
+2,415 |
+288.53% |
| BNP Paribas Arbitrage SA |
16,264 |
39,965 |
+23,701 |
+145.73% |
| Assenagon Asset Management S.A. |
78,156 |
169,051 |
+90,895 |
+116.30% |
| TFC Financial Management |
1 |
2 |
+1 |
+100.00% |
| Veracity Capital LLC |
766 |
1,476 |
+710 |
+92.69% |
| Capital Advisors Ltd. LLC |
8 |
14 |
+6 |
+75.00% |
| Mission Wealth Management LP |
702 |
1,103 |
+401 |
+57.12% |
| Norris Perne & French LLP MI |
40,402 |
62,175 |
+21,773 |
+53.89% |
| Allworth Financial LP |
199 |
305 |
+106 |
+53.27% |
| JJJ Advisors Inc. |
10 |
14 |
+4 |
+40.00% |
| Brown Advisory Inc. |
3,275 |
4,371 |
+1,096 |
+33.47% |
| V Square Quantitative Management LLC |
827 |
1,068 |
+241 |
+29.14% |
| Versant Capital Management Inc |
7 |
9 |
+2 |
+28.57% |
| Renaissance Group LLC |
4,985 |
6,368 |
+1,383 |
+27.74% |
| Victory Capital Management Inc. |
23,709 |
29,819 |
+6,110 |
+25.77% |
| Global Retirement Partners LLC |
48 |
59 |
+11 |
+22.92% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
6,183 |
7,583 |
+1,400 |
+22.64% |
| JFS Wealth Advisors LLC |
31 |
37 |
+6 |
+19.35% |
| Summit Trail Advisors LLC |
930 |
1,086 |
+156 |
+16.77% |
| Sage Rhino Capital LLC |
1,831 |
2,127 |
+296 |
+16.17% |
| Lindbrook Capital LLC |
125 |
145 |
+20 |
+16.00% |
| Veriti Management LLC |
777 |
883 |
+106 |
+13.64% |
| Proequities Inc. |
87 |
98 |
+11 |
+12.64% |
| Tokio Marine Asset Management Co. Ltd. |
1,600 |
1,763 |
+163 |
+10.19% |
| Symmetry Partners LLC |
1,345 |
1,479 |
+134 |
+9.96% |
| MBM Wealth Consultants LLC |
3,298 |
3,618 |
+320 |
+9.70% |
| Nisa Investment Advisors LLC |
8,481 |
9,238 |
+757 |
+8.93% |
| Signaturefd LLC |
606 |
657 |
+51 |
+8.42% |
| Valley National Advisers Inc. |
12 |
13 |
+1 |
+8.33% |
| Private Wealth Management Group LLC |
13 |
14 |
+1 |
+7.69% |
| Van ECK Associates Corp |
8,328 |
8,901 |
+573 |
+6.88% |
| Daiwa Securities Group Inc. |
5,309 |
5,663 |
+354 |
+6.67% |
| GAMMA Investing LLC |
431 |
458 |
+27 |
+6.26% |
| Fifth Third Bancorp |
1,624 |
1,725 |
+101 |
+6.22% |
| Nordea Investment Management AB |
3,469 |
3,656 |
+187 |
+5.39% |
| Barlow Wealth Partners Inc. |
44,472 |
46,859 |
+2,387 |
+5.37% |
| Oak Ridge Investments LLC |
11,475 |
12,064 |
+589 |
+5.13% |
| CWM LLC |
1,375 |
1,444 |
+69 |
+5.02% |
| Bank Hapoalim BM |
13,338 |
14,003 |
+665 |
+4.99% |
| Wealthfront Advisers LLC |
819 |
859 |
+40 |
+4.88% |
| Venturi Wealth Management LLC |
59 |
61 |
+2 |
+3.39% |
| Baldwin Brothers Inc. MA |
33 |
34 |
+1 |
+3.03% |
| Park Avenue Securities LLC |
1,030 |
1,060 |
+30 |
+2.91% |
| Parkside Financial Bank & Trust |
76 |
78 |
+2 |
+2.63% |
| Commerce Bank |
3,079 |
3,147 |
+68 |
+2.21% |
| DekaBank Deutsche Girozentrale |
10,278 |
10,473 |
+195 |
+1.90% |
| Linden Thomas Advisory Services LLC |
8,920 |
9,084 |
+164 |
+1.84% |
| OLD National Bancorp IN |
739 |
752 |
+13 |
+1.76% |
| Moody National Bank Trust Division |
1,378 |
1,396 |
+18 |
+1.31% |
| Mirae Asset Global Investments Co. Ltd. |
10,087 |
10,200 |
+113 |
+1.12% |
| IFM Investors Pty Ltd |
11,707 |
11,833 |
+126 |
+1.08% |
| Bristlecone Advisors LLC |
2,639 |
2,665 |
+26 |
+0.99% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
5,676 |
5,725 |
+49 |
+0.86% |
| Cabot Wealth Management Inc. |
5,454 |
5,499 |
+45 |
+0.83% |
| Equitable Trust Co. |
5,895 |
5,941 |
+46 |
+0.78% |
| First Horizon Advisors Inc. |
397 |
400 |
+3 |
+0.76% |
| Campbell Newman Asset Management Inc. |
802 |
807 |
+5 |
+0.62% |
| Natixis Advisors L.P. |
28,222 |
28,359 |
+137 |
+0.49% |
| Czech National Bank |
10,106 |
10,152 |
+46 |
+0.46% |
| Retirement Systems of Alabama |
12,716 |
12,736 |
+20 |
+0.16% |
| 13F Filers Reporting New Positions In EPAM |
|---|
| Creative Financial Designs Inc. ADV |
0 |
39 |
+39 |
+100% |
| UMB Bank N A MO |
0 |
25 |
+25 |
+100% |
| Whittier Trust Co. |
0 |
233 |
+233 |
+100% |
| Greenleaf Trust |
0 |
726 |
+726 |
+100% |
| Janney Montgomery Scott LLC |
0 |
984 |
+984 |
+100% |
| GSA Capital Partners LLP |
0 |
10,226 |
+10,226 |
+100% |
| DNB Asset Management AS |
0 |
16,766 |
+16,766 |
+100% |
| Mather Group LLC. |
0 |
292 |
+292 |
+100% |
| Riverview Trust Co |
0 |
105 |
+105 |
+100% |
| MCF Advisors LLC |
0 |
1 |
+1 |
+100% |
| Dakota Wealth Management |
0 |
1,603 |
+1,603 |
+100% |
| Oak Thistle LLC |
0 |
2,123 |
+2,123 |
+100% |
| Procyon Private Wealth Partners LLC |
0 |
742 |
+742 |
+100% |
| Rise Advisors LLC |
0 |
39 |
+39 |
+100% |
| GoalVest Advisory LLC |
0 |
2 |
+2 |
+100% |
| Activest Wealth Management |
0 |
34 |
+34 |
+100% |
| Fidelis Capital Partners LLC |
0 |
63 |
+63 |
+100% |
| Rakuten Securities Inc. |
0 |
1 |
+1 |
+100% |
| Planning Capital Management Corp |
0 |
1 |
+1 |
+100% |
| Richardson Financial Services Inc. |
0 |
5 |
+5 |
+100% |
| Central Pacific Bank Trust Division |
0 |
2,318 |
+2,318 |
+100% |
| Mediolanum International Funds Ltd |
0 |
2,480 |
+2,480 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| State of Michigan Retirement System |
15,827 |
15,827 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
137 |
137 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
80 |
80 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
37 |
37 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
2 |
2 |
UNCH |
0.00% |
| Covenant Partners LLC |
1,375 |
1,375 |
UNCH |
0.00% |
| Yorktown Management & Research Co Inc |
1,120 |
1,120 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
309 |
309 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
81,489 |
81,489 |
UNCH |
0.00% |
| Alta Advisers Ltd |
200 |
200 |
UNCH |
0.00% |
| South Dakota Investment Council |
700 |
700 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
55 |
55 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
28 |
28 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
4,805 |
4,805 |
UNCH |
0.00% |
| Compagnie Lombard Odier SCmA |
175 |
175 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
1 |
1 |
UNCH |
0.00% |
| MV Capital Management Inc. |
29 |
29 |
UNCH |
0.00% |
| West Branch Capital LLC |
30 |
30 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
295 |
295 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
4 |
4 |
UNCH |
0.00% |
| Avion Wealth |
4 |
4 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
4,341 |
4,341 |
UNCH |
0.00% |
| CVA Family Office LLC |
5 |
5 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
4 |
4 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
4 |
4 |
UNCH |
0.00% |
| Quent Capital LLC |
376 |
376 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
18 |
18 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
394 |
394 |
UNCH |
0.00% |
| Financial Freedom LLC |
55 |
55 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
2 |
2 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
40 |
40 |
UNCH |
0.00% |
| Sachetta LLC |
3 |
3 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
12 |
12 |
UNCH |
0.00% |
| 13F Filers Decreasing EPAM Share Count |
|---|
| Cambridge Investment Research Advisors Inc. |
12,611 |
1,428 |
-11,183 |
-88.68% |
| Simplex Trading LLC |
4,961 |
1,034 |
-3,927 |
-79.16% |
| Sound Income Strategies LLC |
78 |
19 |
-59 |
-75.64% |
| Tobam |
23,261 |
7,181 |
-16,080 |
-69.13% |
| Commonwealth Equity Services LLC |
8,861 |
3,549 |
-5,312 |
-59.95% |
| Profit Investment Management LLC |
13,239 |
5,712 |
-7,527 |
-56.85% |
| Park Place Capital Corp |
247 |
114 |
-133 |
-53.85% |
| BI Asset Management Fondsmaeglerselskab A S |
1,250 |
608 |
-642 |
-51.36% |
| Private Trust Co. NA |
20 |
11 |
-9 |
-45.00% |
| Smartleaf Asset Management LLC |
32 |
18 |
-14 |
-43.75% |
| Kornitzer Capital Management Inc. KS |
30,012 |
17,130 |
-12,882 |
-42.92% |
| Sendero Wealth Management LLC |
9,272 |
5,411 |
-3,861 |
-41.64% |
| Spire Wealth Management |
3 |
2 |
-1 |
-33.33% |
| Ronald Blue Trust Inc. |
22 |
16 |
-6 |
-27.27% |
| Raymond James Financial Services Advisors Inc. |
4,233 |
3,103 |
-1,130 |
-26.70% |
| SYSTM Wealth Solutions LLC |
1,591 |
1,201 |
-390 |
-24.51% |
| Oregon Public Employees Retirement Fund |
6,361 |
4,936 |
-1,425 |
-22.40% |
| Benjamin F. Edwards & Company Inc. |
83 |
66 |
-17 |
-20.48% |
| Amalgamated Bank |
15,488 |
12,409 |
-3,079 |
-19.88% |
| Raymond James & Associates |
10,631 |
8,853 |
-1,778 |
-16.72% |
| Robeco Institutional Asset Management B.V. |
51,400 |
43,321 |
-8,079 |
-15.72% |
| FDx Advisors Inc. |
1,390 |
1,176 |
-214 |
-15.40% |
| State of Alaska Department of Revenue |
16,571 |
14,126 |
-2,445 |
-14.75% |
| Mn Services Vermogensbeheer B.V. |
26,400 |
23,300 |
-3,100 |
-11.74% |
| Massmutual Trust Co. FSB ADV |
103 |
91 |
-12 |
-11.65% |
| AdvisorNet Financial Inc |
492 |
437 |
-55 |
-11.18% |
| Securian Asset Management Inc |
3,614 |
3,362 |
-252 |
-6.97% |
| Goelzer Investment Management Inc. |
1,633 |
1,526 |
-107 |
-6.55% |
| NBC Securities Inc. |
179 |
169 |
-10 |
-5.59% |
| Allspring Global Investments Holdings LLC |
98,652 |
93,995 |
-4,657 |
-4.72% |
| Asset Management One Co. Ltd. |
23,907 |
22,853 |
-1,054 |
-4.41% |
| Bank of New York Mellon Corp |
380,699 |
364,718 |
-15,981 |
-4.20% |
| Hartford Investment Management Co. |
3,884 |
3,733 |
-151 |
-3.89% |
| New Mexico Educational Retirement Board |
3,000 |
2,900 |
-100 |
-3.33% |
| Connable Office Inc. |
2,282 |
2,216 |
-66 |
-2.89% |
| Louisiana State Employees Retirement System |
3,500 |
3,400 |
-100 |
-2.86% |
| Zurcher Kantonalbank Zurich Cantonalbank |
10,789 |
10,522 |
-267 |
-2.47% |
| California Public Employees Retirement System |
98,854 |
96,547 |
-2,307 |
-2.33% |
| WCM Investment Management LLC |
2,502,390 |
2,451,959 |
-50,431 |
-2.02% |
| Trust Co. of Toledo NA OH |
4,124 |
4,041 |
-83 |
-2.01% |
| New York State Teachers Retirement System |
55,665 |
54,568 |
-1,097 |
-1.97% |
| Mutual of America Capital Management LLC |
9,303 |
9,148 |
-155 |
-1.67% |
| Huntington National Bank |
657 |
646 |
-11 |
-1.67% |
| Geneva Capital Management LLC |
67,107 |
66,192 |
-915 |
-1.36% |
| Sara Bay Financial |
26,354 |
26,007 |
-347 |
-1.32% |
| Chevy Chase Trust Holdings Inc. |
32,231 |
31,966 |
-265 |
-0.82% |
| Principal Financial Group Inc. |
74,253 |
73,679 |
-574 |
-0.77% |
| Wealth Enhancement Advisory Services LLC |
2,177 |
2,161 |
-16 |
-0.73% |
| Manning & Napier Group LLC |
15,891 |
15,779 |
-112 |
-0.70% |
| Cambiar Investors LLC |
48,481 |
48,140 |
-341 |
-0.70% |
| Taylor Frigon Capital Management LLC |
12,356 |
12,283 |
-73 |
-0.59% |
| Cravens & Co Advisors LLC |
736 |
732 |
-4 |
-0.54% |
| Bouvel Investment Partners LLC |
10,178 |
10,127 |
-51 |
-0.50% |
| Sumitomo Mitsui Trust Holdings Inc. |
136,120 |
135,496 |
-624 |
-0.46% |
| GHP Investment Advisors Inc. |
7,321 |
7,289 |
-32 |
-0.44% |
| Hosking Partners LLP |
25,048 |
24,969 |
-79 |
-0.32% |
| Gateway Investment Advisers LLC |
15,469 |
15,449 |
-20 |
-0.13% |
| Yousif Capital Management LLC |
7,484 |
7,476 |
-8 |
-0.11% |
| Meridian Management Co. |
8,287 |
8,286 |
-1 |
-0.01% |
| 13F Filers Exiting EPAM |
|---|
| Fielder Capital Group LLC |
708 |
0 |
-708 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
48 |
0 |
-48 |
-100.00% |
| Arlington Trust Co LLC |
2 |
0 |
-2 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
9 |
0 |
-9 |
-100.00% |
| Clearview Wealth Advisors LLC |
3,134 |
0 |
-3,134 |
-100.00% |
| IAG Wealth Partners LLC |
40 |
0 |
-40 |
-100.00% |
| International Assets Investment Management LLC |
750 |
0 |
-750 |
-100.00% |
| Curated Wealth Partners LLC |
1,338 |
0 |
-1,338 |
-100.00% |
| Retirement Group LLC |
4 |
0 |
-4 |
-100.00% |
| Grove Bank & Trust |
28 |
0 |
-28 |
-100.00% |
| Glassman Wealth Services |
37 |
0 |
-37 |
-100.00% |
| Exchange Traded Concepts LLC |
48 |
0 |
-48 |
-100.00% |
| Suncoast Equity Management |
1,534 |
0 |
-1,534 |
-100.00% |
| Altfest L J & Co. Inc. |
1,224 |
0 |
-1,224 |
-100.00% |
| Caldwell Sutter Capital Inc. |
3 |
0 |
-3 |
-100.00% |
See Summary: Institutional Holders of EPAM
See Details: Top 10 Hedge Funds Holding EPAM
Also See: EPAM Insider Buying
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