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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2017 | Renaissance Technologies LLC | Buy | 114,100 | 114,100 | $3,177 |
| Q3 2017 | Causeway Capital Management | Sell | -526,000 | 1,953,779 | $49,177 |
| Q2 2017 | Causeway Capital Management | Sell | -48,418 | 2,479,779 | $60,779 |
| Q1 2017 | Causeway Capital Management | Sell | -435,100 | 2,528,197 | $61,005 |
| Q4 2016 | Causeway Capital Management | Sell | -180,282 | 2,963,297 | $59,859 |
| Q3 2016 | Causeway Capital Management | Sell | -1,217,421 | 3,143,579 | $67,964 |
| Q2 2016 | Causeway Capital Management | Sell | -594,500 | 4,361,000 | $88,049 |
| Q1 2016 | Causeway Capital Management | Sell | -75,100 | 4,955,500 | $96,682 |
| Q1 2016 | Sequoia Financial Advisors | Buy | 258 | 258 | $13,234 |
| Q4 2015 | Causeway Capital Management | Buy | 33,700 | 5,030,600 | $99,908 |
| Q3 2015 | Causeway Capital Management | Sell | -1,743,400 | 4,996,900 | $99,538 |
| Q2 2015 | Causeway Capital Management | Buy | 2,631,800 | 6,740,300 | $146,004 |
| Q1 2015 | Causeway Capital Management | Sell | -667,700 | 4,108,500 | $93,674 |
| Q4 2014 | Causeway Capital Management | Buy | 2,298,300 | 4,776,200 | $105,315 |
| Q3 2014 | Causeway Capital Management | Sell | -63,800 | 2,477,900 | $54,291 |
| Q2 2014 | Causeway Capital Management | Buy | 397,400 | 2,541,700 | $57,112 |
| Q1 2014 | Causeway Capital Management | Sell | -8,000 | 2,144,300 | $30,959 |
| Q4 2013 | Causeway Capital Management | Buy | 981,600 | 2,152,300 | $37,536 |
| Q3 2013 | Causeway Capital Management | Buy | 123,100 | 1,170,700 | $17,935 |
| Q2 2013 | Causeway Capital Management | Buy | 1,047,600 | 1,047,600 | $16,929 |
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.