We are live on ! Find out more
EPR icon

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.

New
Increased
Maintained
Reduced
Closed

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: 400410 (+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: 54 (-1)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
8.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
55
Increased
147
Reduced
132
Closed
42
Calls
$14.9M
Puts
$14.2M
Net Calls
+$708K
Net Calls Change
+$8.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$33.9M +$8.54M +117,380 +36%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$31.9M -$567K -7,800 -2%
Wells Fargo
28
Wells Fargo
California
$30.7M -$2.3M -31,655 -7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$30.6M +$20.1M +275,959 +226%
Ameriprise
30
Ameriprise
Minnesota
$28.1M +$108K +1,489 +0.4%
Legal & General Group
31
Legal & General Group
United Kingdom
$24.5M +$932K +12,817 +4%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.3M +$3.42M +47,059 +17%
MAM
33
Martingale Asset Management
Massachusetts
$24M +$3.24M +44,608 +17%
Two Sigma Investments
34
Two Sigma Investments
New York
$20.6M -$16.8M -230,931 -46%
UBS AM
35
UBS AM
Illinois
$20.2M +$985K +13,540 +5%
American Century Companies
36
American Century Companies
Missouri
$20M +$11.1M +152,990 +142%
PPA
37
Parametric Portfolio Associates
Washington
$19.9M +$392K +5,389 +2%
Citadel Advisors
38
Citadel Advisors
Florida
$19.6M -$9.78M -134,424 -35%
Renaissance Technologies
39
Renaissance Technologies
New York
$18.8M -$6.13M -84,229 -26%
Millennium Management
40
Millennium Management
New York
$18.8M -$22.7M -311,887 -56%
Comerica Bank
41
Comerica Bank
Texas
$17.1M -$261K -3,592 -2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$16.8M -$570K -7,838 -3%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$16.2M -$50.9K -700 -0.3%
ClearBridge Investments
44
ClearBridge Investments
New York
$16M -$253K -3,480 -2%
CS
45
Credit Suisse
Switzerland
$15.8M +$224K +3,076 +2%
Deutsche Bank
46
Deutsche Bank
Germany
$13.7M -$12M -165,433 -48%
Barclays
47
Barclays
United Kingdom
$13.7M +$8.51M +116,968 +193%
Asset Management One
48
Asset Management One
Japan
$12.9M +$2.02M +27,793 +20%
WBC
49
Westpac Banking Corp
Australia
$12.6M -$611K -8,396 -5%
Macquarie Group
50
Macquarie Group
Australia
$12.3M +$1.67M +22,982 +17%

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.