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EPAM Systems

405 hedge funds and large institutions have $9.84B invested in EPAM Systems in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

4.6% more ownership

Funds ownership: 91.27%95.86% (+4.6%)

3% less funds holding

Funds holding: 418405 (-13)

8% less capital invested

Capital invested by funds: $10.6B → $9.84B (-$804M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

18% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 164

60% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $40.3M

Holders
405
Holders Change
-13
Holders Change %
-3.11%
% of All Funds
8.92%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
47
Increased
134
Reduced
164
Closed
55
Calls
$16.3M
Puts
$40.3M
Net Calls
-$24M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
351
Private Capital Group
Connecticut
$27K -$46.4K -215 -60%
BWA
352
BDO Wealth Advisors
Florida
$27K +$31.3K +145 New
AssetMark Inc
353
AssetMark Inc
California
$26K
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$26K +$27K +125 +833%
SIC
355
Salem Investment Counselors
North Carolina
$25K
CCA
356
Column Capital Advisors
Indiana
$23K
HR
357
Howe & Rusling
New York
$22K
TIM
358
Tortoise Investment Management
New York
$22K
OPS
359
Orion Portfolio Solutions
Nebraska
$22K +$3.24K +15 +14%
VAIA
360
Virtus Alternative Investment Advisers
Connecticut
$22K +$16.2K +75 +174%
AS
361
Altshuler Shaham
Israel
$20K +$22.5K +104 +3,467%
LIA
362
LS Investment Advisors
Michigan
$19K -$118K -547 -84%
TPCW
363
TD Private Client Wealth
New York
$18.6K +$21.6K +100 New
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K -$307K -1,421 -94%
AIM
365
AIA Investment Management
Singapore
$17K
VEA
366
Virtus ETF Advisers
New York
$15K -$432 -2 -2%
LWCFA
367
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
BCA
368
Berman Capital Advisors
Georgia
$14K +$2.16K +10 +14%
JFA
369
JNBA Financial Advisors
Minnesota
$12K
WLPWM
370
Walled Lake Planning & Wealth Management
Illinois
$12K
BFEC
371
Benjamin F. Edwards & Company
Missouri
$11K
AF
372
Allworth Financial
California
$10K
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$10K
AIL
374
AGF Investments LLC
Ontario, Canada
$10K +$864 +4 +8%
PA
375
Parallel Advisors
California
$10K +$12.1K +56 New

EPAM Hedge Fund Activity: Q1 2020 in Review

405 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q1 2020, worth a combined $9.84B — down 7.6% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EPAM and 47 opened new positions — a net loss of 8 holders — while 164 trimmed existing stakes and 134 added.

The largest buyer was JP Morgan Chase, adding an estimated $307M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 405 institutional investors held EPAM Systems (EPAM) as of Q1 2020, down from 418 in Q4 2019.
  • Funds reported $9.84B of EPAM Systems stock for Q1 2020, down 7.6% quarter-over-quarter.
  • 47 funds opened new EPAM Systems positions in Q1 2020 and 55 closed out, a net change of -8 holders.
  • The largest EPAM Systems buyer in Q1 2020 was JP Morgan Chase, an estimated $307M added.
  • The largest EPAM Systems seller in Q1 2020 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2020.