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EPAM Systems

193 hedge funds and large institutions have $3.15B invested in EPAM Systems in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 58

35% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $3.15M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $2.63B → $3.15B (+$522M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 185193 (+8)

2.87% more ownership

Funds ownership: 87.55%90.41% (+2.9%)

Holders
193
Holders Change
+8
Holders Change %
+4.32%
% of All Funds
5.2%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
35
Increased
86
Reduced
58
Closed
27
Calls
$4.25M
Puts
$3.15M
Net Calls
+$1.1M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RCP
1
RPM Capital Partners
New York
$249M -$40.4M -590,168 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M +$10.8M +156,893 +6%
ORI
3
Oak Ridge Investments
Illinois
$163M +$8.16M +119,018 +5%
AAM
4
Aberdeen Asset Management
United Kingdom
$138M -$6.15M -89,800 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$138M -$67.4M -982,840 -34%
Capital World Investors
6
Capital World Investors
California
$134M +$41.5M +606,080 +48%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$115M -$3.48M -50,774 -3%
SCA
8
Southpoint Capital Advisors
New York
$111M -$12.7M -185,249 -11%
GGHC
9
Gilder Gagnon Howe & Co
New York
$111M +$106M +1,551,458 New
Wells Fargo
10
Wells Fargo
California
$103M +$22.3M +325,720 +29%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$93.6M +$90M +1,313,852 New
BFA
12
BlackRock Fund Advisors
California
$83.7M +$17.6M +257,386 +28%
Invesco
13
Invesco
Georgia
$81.6M +$862K +12,574 +1%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$62.2M +$8.86M +129,235 +17%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$59.5M -$16.6M -242,500 -22%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$54.9M +$254K +3,700 +0.5%
BIT
17
BlackRock Institutional Trust
California
$54.2M +$6.22M +90,752 +14%
WA
18
Wasatch Advisors
Utah
$51.8M -$4.68M -68,336 -9%
State Street
19
State Street
Massachusetts
$50.4M +$9.66M +140,873 +25%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$50.1M
EA
21
Emerald Advisers
Pennsylvania
$49M +$73.1K +1,066 +0.2%
NCA
22
Newbrook Capital Advisors
New York
$47.2M +$8.33M +121,483 +22%
Morgan Stanley
23
Morgan Stanley
New York
$45.2M +$6.89M +100,506 +19%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$41.4M +$5.19M +75,732 +15%
NCGI
25
Next Century Growth Investors
Minnesota
$38.7M -$12.3M -179,758 -25%

EPAM Hedge Fund Activity: Q2 2015 in Review

193 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in EPAM Systems (EPAM) for Q2 2015, worth a combined $3.15B — up 20% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EPAM positions and 27 closed out — a net gain of 8 holders — while 86 added to existing stakes and 58 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $106M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $97.1M sold.

  • 193 institutional investors held EPAM Systems (EPAM) as of Q2 2015, up from 185 in Q1 2015.
  • Funds reported $3.15B of EPAM Systems stock for Q2 2015, up 20% quarter-over-quarter.
  • 35 funds opened new EPAM Systems positions in Q2 2015 and 27 closed out, a net change of +8 holders.
  • The largest EPAM Systems buyer in Q2 2015 was Gilder Gagnon Howe & Co, an estimated $106M added.
  • The largest EPAM Systems seller in Q2 2015 was Waddell & Reed Financial, an estimated $97.1M sold.

Based on aggregated 13F filings for Q2 2015.