EPAM Systems
EPAM
203 hedge funds and large institutions have $3.03B invested in EPAM Systems in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 35 closing their positions.
99% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $2.46M
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
2% more funds holding
Funds holding: 200 → 203 (+3)
8% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 72
4.12% less ownership
Funds ownership: 96.48% → 92.37% (-4.1%)
10% less capital invested
Capital invested by funds: $3.35B → $3.03B (-$321M)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$44.8M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$31.1M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$25.2M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$21.8M |
| 5 |
JP Morgan Chase
New York
|
+$15.1M |
Top Sellers
| 1 |
Franklin Resources
San Mateo,
California
|
-$30.6M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
-$28.5M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$25.7M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$23.6M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$22.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HHC
226
Hutchin Hill Capital
New York
| – | -$229K | -3,300 | Closed |
|
227
Truist Financial
Charlotte,
North Carolina
| – | -$210K | -3,039 | Closed |
|
|
SCI
228
S&CO Inc
Boston,
Massachusetts
| – | -$208K | -3,000 | Closed |
|
|
NIT
229
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$194K | -2,800 | Closed |
|
|
WBC
230
Westpac Banking Corp
Sydney,
Australia
| – | -$109K | -1,574 | Closed |
|
|
CG
231
Cutler Group
San Francisco,
California
| – | -$99.1K | -1,544 | Closed |
|
|
BWA
232
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$19.3K | -300 | Closed |
|
|
PMFA
233
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$18K | -261 | Closed |
|
|
BWP
234
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$9K | -133 | Closed |
|
|
M
235
MOTCO
San Antonio,
Texas
| – | -$7K | -97 | Closed |
|
|
SAM
236
Solaris Asset Management
New York
| – | -$7K | -94 | Closed |
|
|
LAM
237
Lebenthal Asset Management
New York
| – | -$4K | -62 | Closed |
|
|
CFG
238
Citizens Financial Group
Providence,
Rhode Island
| – | -$2K | -30 | Closed |
|
EPAM Hedge Fund Activity: Q4 2016 in Review
203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q4 2016, worth a combined $3.03B — down 9.6% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EPAM positions and 35 closed out — a net gain of 4 holders — while 66 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.8M. The largest seller was Franklin Resources, cutting an estimated $30.6M.
- 203 institutional investors held EPAM Systems (EPAM) as of Q4 2016, up from 200 in Q3 2016.
- Funds reported $3.03B of EPAM Systems stock for Q4 2016, down 9.6% quarter-over-quarter.
- 39 funds opened new EPAM Systems positions in Q4 2016 and 35 closed out, a net change of +4 holders.
- The largest EPAM Systems buyer in Q4 2016 was Morgan Stanley, an estimated $44.8M added.
- The largest EPAM Systems seller in Q4 2016 was Franklin Resources, an estimated $30.6M sold.
Based on aggregated 13F filings for Q4 2016.