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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
LF
376
Lee Financial
Texas
$9K
BL
377
Balentine LLC
Georgia
$9K +$11K +51 New
CA
378
Centerpoint Advisors
Massachusetts
$8K
IWP
379
IAG Wealth Partners
Wisconsin
$8K
SIAS
380
Shine Investment Advisory Services
Colorado
$8K
BBHC
381
Brown Brothers Harriman & Co
New York
$8K +$8.85K +41 New
QCG
382
Quadrant Capital Group
Ohio
$8K +$8.85K +41 New
LWA
383
Lenox Wealth Advisors
New York
$7K +$8.21K +38 New
GEA
384
Glen Eagle Advisors
New Jersey
$6.31K -$1.3K -6 -15%
EARNEST Partners
385
EARNEST Partners
Georgia
$6K
CFGS
386
Concourse Financial Group Securities
Alabama
$5K -$1.08K -5 -16%
ETC
387
Exchange Traded Concepts
Oklahoma
$5K -$864 -4 -13%
FRA
388
Front Row Advisors
California
$5K
HI
389
Hudock Inc
Pennsylvania
$5K
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$4K -$864 -4 -15%
CI
391
CX Institutional
Indiana
$4K
WAP
392
Wealthcare Advisory Partners
Pennsylvania
$4K
WT
393
Whittier Trust
California
$4K +$4.32K +20 New
HWM
394
HighMark Wealth Management
Minnesota
$3K -$864 -4 -19%
CTC
395
Central Trust Company
Missouri
$3K
FCA
396
FinTrust Capital Advisors
South Carolina
$3K
LC
397
Lindbrook Capital
California
$3K
PMFA
398
Plante Moran Financial Advisors
Michigan
$3K
AII
399
AGF Investments Inc
Ontario, Canada
$3K +$3.02K +14 New
ABC
400
Associated Banc-Corp
Wisconsin
$3K +$3.67K +17 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.