Epoch Investment Partners, Inc.
Q1 2022 13F-HR Holdings
Net value change ($000)
+722,094
(3.7%)
New positions
128
Sold out positions
33
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2021
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| EXPE | 104,185 | NEW |
| CRM | 102,346 | 685.2% |
| APD | 88,542 | NEW |
| BRK-B | 79,867 | NEW |
| ON | 70,356 | 465.5% |
| CNC | 63,090 | 70.7% |
| GE | 61,923 | 108.5% |
| RIO | 60,683 | NEW |
| VRTX | 58,149 | 32.3% |
| CVX | 53,020 | 43.6% |
Top Reduces (Value $000, Stocks/ETFs)
| ASPENTECH Corp | -159,545 | -99.0% |
| META | -80,309 | -32.6% |
| DIS | -65,370 | -92.0% |
| SPLUNK INC | -63,138 | -86.3% |
| PYPL | -61,844 | -76.5% |
| MASI | -57,409 | -100.0% |
| PEP | -55,373 | -60.5% |
| MU | -54,930 | -97.9% |
| CTXS | -51,410 | -99.2% |
| EA | -46,905 | -53.4% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|