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Institutional Holders of EPM

There is a long list of 109 institutional holders of EPM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EPM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EPM table below, the initial column indicates the name of each top institutional holder of EPM, with a link to that fund's top holdings. The next columns indicate the amount of EPM stock held by each of the institutional holders of EPM, followed by the EPM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
Dimensional Fund Advisors LP1,288,175$7,484 12/31/2023
     EPM1,288,175$7,484 12/31/2023
River Road Asset Management LLC1,277,988$7,425 12/31/2023
     EPM1,277,988$7,425 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

See All: Funds Holding EPM
See Details: Top 10 Hedge Funds Holding EPM
Also See: EPM Insider Buying
Also See: EPM Holdings Changes

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