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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
SWA
326
Sutton Wealth Advisors
Florida
$6.47K
SIM
327
Sonora Investment Management
Arizona
$6.18K +$6.27K +86 New
TRCT
328
Tower Research Capital (TRC)
New York
$5K +$5.17K +71 New
FFW
329
Fusion Family Wealth
New York
$5K +$5.54K +76 New
NSIM
330
North Star Investment Management
Illinois
$4K
WAM
331
Wealthspire Advisors (Maryland)
Maryland
$4K +$2.62K +36 +138%
AF
332
Allworth Financial
California
$4K +$3.94K +54 New
JCM
333
Jacobi Capital Management
Pennsylvania
$4K +$3.94K +54 New
VWA
334
V Wealth Advisors
Kansas
$4K +$3.94K +54 New
WCM
335
Wealthcare Capital Management
Virginia
$4K +$3.94K +54 New
TWA
336
TCI Wealth Advisors
Arizona
$3K
WCBA
337
Weaver C. Barksdale & Associates
Tennessee
$3K
OIA
338
OneDigital Investment Advisors
Kansas
$2K +$1.68K +23 New
WCG
339
Wall Capital Group
Arizona
$2K +$1.97K +27 New
AWM
340
Avior Wealth Management
Nebraska
$2K +$2.33K +32 New
Toronto Dominion Bank
341
Toronto Dominion Bank
Ontario, Canada
$1K +$947 +13 New
BC
342
Bartlett & Co
Ohio
$1K +$1.02K +14 New
BCI
343
Brinker Capital Investments
Pennsylvania
$1K +$1.46K +20 New
ED
344
Exane Derivatives
France
$216 -$680K -9,337 -100%
Walleye Trading
345
Walleye Trading
New York
$8 +$7.94K +109 New
IWM
346
IHT Wealth Management
Illinois
$1 +$5.46K +75 New
Two Sigma Advisers
347
Two Sigma Advisers
New York
-$10.5M -142,063 Closed
DCM
348
Driehaus Capital Management
Illinois
-$8.33M -113,092 Closed
WRF
349
Waddell & Reed Financial
Kansas
-$3.5M -47,489 Closed
Two Sigma Investments
350
Two Sigma Investments
New York
-$3.43M -46,599 Closed

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.