EPI (EPI) Institutional Ownership Changes & 13F Activity

EPI (EPI) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q2 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Causeway Capital Management, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2025Renaissance Technologies LLCSell-151,6006,900$327,543
Q1 2025Sequoia Financial AdvisorsSell-6504,772$208,566
Q4 2024Sequoia Financial AdvisorsBuy7615,422$245,436
Q3 2024Renaissance Technologies LLCBuy61,000158,500$7,997,910
Q2 2024Renaissance Technologies LLCBuy63,70097,500$4,707,300
Q1 2024Renaissance Technologies LLCSell-300,60033,800$1,472
Q1 2024Sequoia Financial AdvisorsBuy4,4034,661$203,034
Q4 2023Renaissance Technologies LLCBuy229,200334,400$13,710
Q3 2023Renaissance Technologies LLCBuy38,900105,200$3,867
Q2 2023Renaissance Technologies LLCBuy56,80066,300$2,307
Q1 2023Renaissance Technologies LLCSell-60,5009,500$300
Q4 2022Renaissance Technologies LLCBuy48,80070,000$2,281
Q1 2022Renaissance Technologies LLCSell-70021,200$763
Q4 2021Renaissance Technologies LLCSell-52,20021,900$799
Q3 2021Renaissance Technologies LLCSell-50,00074,100$2,771
Q2 2021Renaissance Technologies LLCBuy15,000124,100$4,202
Q1 2021Renaissance Technologies LLCBuy64,300109,100$3,439
Q2 2020Causeway Capital ManagementSell-235,6241,000,429$20,039
Q1 2020Causeway Capital ManagementSell-44,9001,236,053$20,024
Q4 2019Causeway Capital ManagementSell-92,4001,280,953$31,883
Q4 2019Matrix Private Capital GroupBuy8,0158,015$199
Q3 2019Causeway Capital ManagementSell-107,0001,373,353$32,754
Q2 2019Renaissance Technologies LLCSell-69,30044,800$1,167
Q2 2019Causeway Capital ManagementSell-43,9031,480,353$38,578
Q1 2019Causeway Capital ManagementSell-1,136,1091,524,256$40,134
Q4 2018Causeway Capital ManagementBuy185,1002,660,365$65,977
Q3 2018Causeway Capital ManagementBuy1,247,0002,475,265$59,679
Q2 2018Causeway Capital ManagementBuy76,5651,228,265$30,915
Q1 2018Causeway Capital ManagementSell-1,112,8791,151,700$30,198
Q4 2017Causeway Capital ManagementBuy310,8002,264,579$63,046

Frequently asked questions about EPI activity

  • Which institutional owners are buying EPI?

    Institutional owners buying EPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EPI activity?

    "Buy" means an investor increased their reported position in EPI compared to the prior reporting period. This reflects growing exposure to EPI rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EPI increasing?

    Institutional interest in EPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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