EPR Properties
335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 106
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.86% less ownership
Funds ownership: 85.19% → 80.32% (-4.9%)
21% less funds holding
Funds holding: 425 → 335 (-90)
63% less call options, than puts
Call options by funds: $8.01M | Put options by funds: $21.8M
65% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 131
68% less capital invested
Capital invested by funds: $4.72B → $1.53B (-$3.2B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NTCM
Nut Tree Capital Management
New York
|
+$109M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$71.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$60.6M |
| 4 |
BlackRock
New York
|
+$45.9M |
| 5 |
Millennium Management
New York
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$150M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$103M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$101M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$49M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$42.4M |
EPR Hedge Fund Activity: Q1 2020 in Review
335 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2020, worth a combined $1.53B — down 68% from $4.72B a quarter earlier.
Sellers outnumbered buyers: 131 funds closed out of EPR and 46 opened new positions — a net loss of 85 holders — while 106 trimmed existing stakes and 127 added.
The largest buyer was Nut Tree Capital Management, opening a new position worth an estimated $109M. The largest seller was Principal Financial Group, cutting an estimated $150M.
- 335 institutional investors held EPR Properties (EPR) as of Q1 2020, down from 425 in Q4 2019.
- Funds reported $1.53B of EPR Properties stock for Q1 2020, down 68% quarter-over-quarter.
- 46 funds opened new EPR Properties positions in Q1 2020 and 131 closed out, a net change of -85 holders.
- The largest EPR Properties buyer in Q1 2020 was Nut Tree Capital Management, an estimated $109M added.
- The largest EPR Properties seller in Q1 2020 was Principal Financial Group, an estimated $150M sold.
Based on aggregated 13F filings for Q1 2020.