EPAM Systems
EPAM
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.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
4.6% more ownership
Funds ownership: 91.27% → 95.86% (+4.6%)
3% less funds holding
Funds holding: 418 → 405 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$307M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$193M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$111M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$103M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$74.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$110M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$89.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$60M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$44.2M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$40.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
451
Caldwell Trust
Venice,
Florida
| – | -$12.7K | -60 | Closed |
|
|
ACM
452
Allred Capital Management
Dallas,
Texas
| – | -$9.55K | -45 | Closed |
|
|
GWM
453
Geneos Wealth Management
Englewood,
Colorado
| – | -$8K | -40 | Closed |
|
454
Chevy Chase Trust
Bethesda,
Maryland
| – | -$7K | -33 | Closed |
|
|
PVH
455
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$7K | -31 | Closed |
|
|
HGWM
456
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$5.62K | -26 | -90% |
|
|
JSC
457
Jackson Square Capital
San Francisco,
California
| – | -$3K | -15 | Closed |
|
|
WCM
458
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -10 | Closed |
|
|
TI
459
tru Independence
Portland,
Oregon
| – | -$2K | -8 | Closed |
|
|
RFM
460
Royal Fund Management
Lady Lake,
Florida
| – | +$864 | +4 | 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.