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EPAM Systems

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.

New
Increased
Maintained
Reduced
Closed

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: 200203 (+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: 95 (-4)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
39
Increased
66
Reduced
72
Closed
35
Calls
$4.88M
Puts
$2.46M
Net Calls
+$2.42M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$255M +$15.1M +234,946 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M +$8.08M +125,905 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$198M -$1.17M -18,271 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$184M +$44.8M +697,702 +32%
RCP
5
RPM Capital Partners
New York
$130M -$12.8M -200,000 -9%
Capital World Investors
6
Capital World Investors
California
$124M -$20M -312,295 -14%
Wells Fargo
7
Wells Fargo
California
$108M -$18.5M -288,548 -15%
AAM
8
Aberdeen Asset Management
United Kingdom
$101M -$5.13M -79,875 -5%
BFA
9
BlackRock Fund Advisors
California
$95.6M +$13.8M +215,053 +17%
ORI
10
Oak Ridge Investments
Illinois
$83.4M -$14.4M -223,858 -15%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$77.7M +$25.2M +393,382 +48%
BIT
12
BlackRock Institutional Trust
California
$76M +$3.55M +55,298 +5%
Invesco
13
Invesco
Georgia
$68M -$4.49M -69,982 -6%
State Street
14
State Street
Massachusetts
$56.9M +$758K +11,804 +1%
CCM
15
Conatus Capital Management
Connecticut
$48.4M -$13M -202,798 -21%
AllianceBernstein
16
AllianceBernstein
Tennessee
$47.9M -$22.6M -352,813 -32%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$47.7M -$7.25M -112,955 -13%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$45.3M -$19.1M -297,282 -30%
GGHC
19
Gilder Gagnon Howe & Co
New York
$40.6M -$25.7M -401,027 -39%
Northern Trust
20
Northern Trust
Illinois
$39.4M -$2.58M -40,254 -6%
WA
21
Wasatch Advisors
Utah
$37.5M -$3.47M -54,097 -8%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$37.1M +$1.83M +28,562 +5%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$32.7M +$278K +4,328 +0.9%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M +$31.1M +485,000 +13,108%
EA
25
Emerald Advisers
Pennsylvania
$29.9M -$2.27M -35,298 -7%

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.