EPR Properties
310 hedge funds and large institutions have $4.72B invested in EPR Properties in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 128 reducing their positions, and 31 closing their positions.
13% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 31
0% more funds holding
Funds holding: 309 → 310 (+1)
3.86% less ownership
Funds ownership: 98.51% → 94.66% (-3.9%)
7% less capital invested
Capital invested by funds: $5.05B → $4.72B (-$334M)
15% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 128
28% less call options, than puts
Call options by funds: $6.39M | Put options by funds: $8.82M
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$65.3M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.4M |
| 3 |
Two Sigma Advisers
New York
|
+$9.97M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.32M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.52M |
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$70.8M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$43.7M |
| 3 |
Bank of New York Mellon
New York
|
-$24.4M |
| 4 |
Pzena Investment Management
New York
|
-$23.3M |
| 5 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$16.4M |
EPR Hedge Fund Activity: Q3 2016 in Review
310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2016, worth a combined $4.72B — down 6.6% from $5.05B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EPR positions and 31 closed out — a net gain of 4 holders — while 109 added to existing stakes and 128 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $65.3M. The largest seller was Northern Trust, cutting an estimated $70.8M.
- 310 institutional investors held EPR Properties (EPR) as of Q3 2016, up from 309 in Q2 2016.
- Funds reported $4.72B of EPR Properties stock for Q3 2016, down 6.6% quarter-over-quarter.
- 35 funds opened new EPR Properties positions in Q3 2016 and 31 closed out, a net change of +4 holders.
- The largest EPR Properties buyer in Q3 2016 was Neuberger Berman Group, an estimated $65.3M added.
- The largest EPR Properties seller in Q3 2016 was Northern Trust, an estimated $70.8M sold.
Based on aggregated 13F filings for Q3 2016.