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EPR Properties

346 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 104

17% more funds holding

Funds holding: 296346 (+50)

7% more capital invested

Capital invested by funds: $4.23B → $4.54B (+$311M)

6% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $8.08M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.84% less ownership

Funds ownership: 89.61%85.77% (-3.8%)

Holders
346
Holders Change
+50
Holders Change %
+16.89%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
72
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$429K +$31.8K +437 +8%
TAM
227
Tyers Asset Management
Texas
$414K +$59.3K +814 +16%
DTL
228
Dynamic Technology Lab
Singapore
$410K +$416K +5,713 New
CEP
229
Chicago Equity Partners
Illinois
$409K -$2.93M -40,145 -88%
SGCA
230
Steel Grove Capital Advisors
Tennessee
$402K +$405K +5,563 New
ANRIA
231
American National Registered Investment Advisor
Texas
$391K
GH
232
GAM Holding
Switzerland
$380K +$5.1K +70 +1%
1GA
233
1st Global Advisors
Texas
$375K -$4.15K -57 -1%
MNBTD
234
Moody National Bank Trust Division
Texas
$370K
SWA
235
SFMG Wealth Advisors
Texas
$370K +$375K +5,150 New
LIA
236
LS Investment Advisors
Michigan
$367K +$63.1K +866 +20%
Teacher Retirement System of Texas
237
Teacher Retirement System of Texas
Texas
$365K +$4.23K +58 +1%
PFPT
238
Pinnacle Financial Partners (Tennessee)
Tennessee
$364K
WFI
239
West Family Investments
California
$355K +$321K +4,400 New
RCM
240
Riverhead Capital Management
Delaware
$348K +$68.8K +944 +24%
PP
241
Paloma Partners
Connecticut
$343K -$371K -5,088 -52%
GWM
242
Geneos Wealth Management
Colorado
$342K +$347K +4,763 New
ATC
243
Argent Trust Co
Tennessee
$341K -$83.6K -1,147 -19%
CCM
244
Cadence Capital Management
Massachusetts
$336K -$31.9K -438 -9%
HEIP
245
Hudson Edge Investment Partners
New Jersey
$333K -$10.3K -142 -3%
HSBC Holdings
246
HSBC Holdings
United Kingdom
$325K -$5.54K -76 -2%
WEC
247
Winslow Evans & Crocker
Massachusetts
$322K -$31.5K -432 -9%
M&T Bank
248
M&T Bank
New York
$316K -$208K -2,856 -39%
Squarepoint
249
Squarepoint
New York
$306K -$47.9K -658 -13%
GHCM
250
Glen Harbor Capital Management
California
$301K +$43.1K +592 +16%

EPR Hedge Fund Activity: Q2 2017 in Review

346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2017, worth a combined $4.54B — up 7.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EPR positions and 19 closed out — a net gain of 53 holders — while 133 added to existing stakes and 104 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $201M. The largest seller was Invesco, cutting an estimated $96M.

  • 346 institutional investors held EPR Properties (EPR) as of Q2 2017, up from 296 in Q1 2017.
  • Funds reported $4.54B of EPR Properties stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 72 funds opened new EPR Properties positions in Q2 2017 and 19 closed out, a net change of +53 holders.
  • The largest EPR Properties buyer in Q2 2017 was Daiwa Securities Group, an estimated $201M added.
  • The largest EPR Properties seller in Q2 2017 was Invesco, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2017.