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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
Russell Investments Group
151
Russell Investments Group
United Kingdom
$1.88M -$1.59M -21,840 -47%
SB
152
Suntrust Banks
Georgia
$1.87M +$1.77M +24,374 New
ARTA
153
A.R.T. Advisors
New York
$1.86M +$131K +1,800 +8%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$1.84M
KeyBank National Association
155
KeyBank National Association
Ohio
$1.81M -$148K -2,038 -8%
ProShare Advisors
156
ProShare Advisors
Maryland
$1.79M +$142K +1,956 +9%
SACTSONJ
157
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.77M
TPA
158
Trivium Point Advisory
Connecticut
$1.77M -$87.3K -1,200 -5%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$1.73M -$261K -3,585 -14%
AIP
160
Ameritas Investment Partners
Nebraska
$1.69M
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$1.68M +$318K +4,370 +25%
ZIM
162
Zacks Investment Management
Illinois
$1.6M +$1.52M +20,871 New
KBC Group
163
KBC Group
Belgium
$1.58M +$1.45M +19,907 +3,086%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$1.55M -$644K -8,854 -30%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$1.55M +$29.1K +400 +2%
CC
166
Cipher Capital
New York
$1.54M +$1.17M +16,086 +414%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$1.53M -$49.8K -685 -3%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$1.53M +$597K +8,206 +70%
Canada Pension Plan Investment Board
169
Canada Pension Plan Investment Board
Ontario, Canada
$1.49M +$862K +11,845 +158%
SCM
170
Schnieders Capital Management
California
$1.42M -$5.46K -75 -0.4%
Franklin Resources
171
Franklin Resources
California
$1.38M +$581K +7,989 +81%
PSUF
172
People's United Financial
Connecticut
$1.36M
URS
173
Utah Retirement Systems
Utah
$1.35M +$21.5K +296 +2%
MML Investors Services
174
MML Investors Services
Massachusetts
$1.35M +$175K +2,402 +16%
Rafferty Asset Management
175
Rafferty Asset Management
New York
$1.31M +$181K +2,482 +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.