EPR Properties
EPR
247 hedge funds and large institutions have $3.16B invested in EPR Properties in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 91 reducing their positions, and 20 closing their positions.
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
5% more capital invested
Capital invested by funds: $3.01B → $3.16B (+$151M)
10% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 91
0.95% more ownership
Funds ownership: 91.55% → 92.5% (+0.95%)
0% more funds holding
Funds holding: 246 → 247 (+1)
20% less call options, than puts
Call options by funds: $1.69M | Put options by funds: $2.11M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$26M |
| 2 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$25.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.2M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$17.3M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$17M |
Top Sellers
EPR Hedge Fund Activity: Q1 2015 in Review
247 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2015, worth a combined $3.16B — up 5% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new EPR positions and 20 closed out — a net gain of 4 holders — while 100 added to existing stakes and 91 trimmed.
The largest buyer was Invesco, adding an estimated $26M. The largest seller was PGGM Investments, exiting entirely with an estimated $32.4M sold.
- 247 institutional investors held EPR Properties (EPR) as of Q1 2015, up from 246 in Q4 2014.
- Funds reported $3.16B of EPR Properties stock for Q1 2015, up 5% quarter-over-quarter.
- 24 funds opened new EPR Properties positions in Q1 2015 and 20 closed out, a net change of +4 holders.
- The largest EPR Properties buyer in Q1 2015 was Invesco, an estimated $26M added.
- The largest EPR Properties seller in Q1 2015 was PGGM Investments, an estimated $32.4M sold.
Based on aggregated 13F filings for Q1 2015.