EPR Properties
410 hedge funds and large institutions have $5.01B invested in EPR Properties in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 147 increasing their positions, 132 reducing their positions, and 42 closing their positions.
31% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 42
24% more capital invested
Capital invested by funds: $4.06B → $5.01B (+$957M)
11% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 132
3% more funds holding
Funds holding: 400 → 410 (+10)
1.75% more ownership
Funds ownership: 85.37% → 87.12% (+1.8%)
5% more call options, than puts
Call options by funds: $14.9M | Put options by funds: $14.2M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46M |
| 2 |
State Street
Boston,
Massachusetts
|
+$42.4M |
| 3 |
BlackRock
New York
|
+$39.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$20.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$22.7M |
| 2 |
Two Sigma Investments
New York
|
-$16.8M |
| 3 |
JP Morgan Chase
New York
|
-$15.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$9.93M |
EPR Hedge Fund Activity: Q1 2019 in Review
410 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2019, worth a combined $5.01B — up 24% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new EPR positions and 42 closed out — a net gain of 13 holders — while 147 added to existing stakes and 132 trimmed.
The largest buyer was Vanguard Group, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $22.7M.
- 410 institutional investors held EPR Properties (EPR) as of Q1 2019, up from 400 in Q4 2018.
- Funds reported $5.01B of EPR Properties stock for Q1 2019, up 24% quarter-over-quarter.
- 55 funds opened new EPR Properties positions in Q1 2019 and 42 closed out, a net change of +13 holders.
- The largest EPR Properties buyer in Q1 2019 was Vanguard Group, an estimated $46M added.
- The largest EPR Properties seller in Q1 2019 was Millennium Management, an estimated $22.7M sold.
Based on aggregated 13F filings for Q1 2019.