EPR Properties
223 hedge funds and large institutions have $2.42B invested in EPR Properties in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 64 reducing their positions, and 17 closing their positions.
138% more call options, than puts
Call options by funds: $3.22M | Put options by funds: $1.36M
63% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 64
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $2.24B → $2.42B (+$180M)
4% more funds holding
Funds holding: 214 → 223 (+9)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.2% less ownership
Funds ownership: 97.7% → 95.5% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$40.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.9M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$21.1M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$16M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$38M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.04M |
| 4 |
Lazard Asset Management
New York
|
-$4.67M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$4.39M |
EPR Hedge Fund Activity: Q4 2013 in Review
223 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2013, worth a combined $2.42B — up 8% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EPR positions and 17 closed out — a net gain of 10 holders — while 104 added to existing stakes and 64 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $40.7M. The largest seller was Goldman Sachs, cutting an estimated $38M.
- 223 institutional investors held EPR Properties (EPR) as of Q4 2013, up from 214 in Q3 2013.
- Funds reported $2.42B of EPR Properties stock for Q4 2013, up 8% quarter-over-quarter.
- 27 funds opened new EPR Properties positions in Q4 2013 and 17 closed out, a net change of +10 holders.
- The largest EPR Properties buyer in Q4 2013 was Cohen & Steers, an estimated $40.7M added.
- The largest EPR Properties seller in Q4 2013 was Goldman Sachs, an estimated $38M sold.
Based on aggregated 13F filings for Q4 2013.