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EPR Properties
280 hedge funds and large institutions have $4.08B invested in EPR Properties in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 95 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 24
22% more capital invested
Capital invested by funds: $3.34B → $4.08B (+$740M)
22% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 95
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5% more funds holding
Funds holding: 266 → 280 (+14)
1.92% more ownership
Funds ownership: 95.85% → 97.76% (+1.9%)
18% less call options, than puts
Call options by funds: $5.03M | Put options by funds: $6.13M
Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
41
Increased
116
Reduced
95
Closed
24
Calls
$5.03M
Puts
$6.13M
Net Calls
-$1.09M
Net Calls Change
-$2.43M
Top Buyers
| 1 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$69M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$64.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$45.1M |
| 4 |
Goldman Sachs
New York
|
+$33.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
301
Gupta Wealth Management
San Diego,
California
| – | -$14K | -245 | Closed |
|
302
Bessemer Group
Woodbridge,
New Jersey
| – | -$9K | -160 | Closed |
|
|
IWMPD
303
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$9K | -155 | Closed |
|
|
KCPG
304
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$1K | -31 | Closed |
|