EPR Properties
239 hedge funds and large institutions have $2.74B invested in EPR Properties in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 16 closing their positions.
315% more call options, than puts
Call options by funds: $2.26M | Put options by funds: $544K
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
87% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 62
13% more capital invested
Capital invested by funds: $2.42B → $2.74B (+$319M)
7% more funds holding
Funds holding: 223 → 239 (+16)
1.71% more ownership
Funds ownership: 95.5% → 97.2% (+1.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.1M |
| 3 |
Bank of New York Mellon
New York
|
+$17.6M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$15.6M |
| 5 |
Millennium Management
New York
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$40M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$16.9M |
| 3 |
JP Morgan Chase
New York
|
-$12.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.99M |
| 5 |
Goldman Sachs
New York
|
-$7.96M |
EPR Hedge Fund Activity: Q1 2014 in Review
239 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2014, worth a combined $2.74B — up 13% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EPR positions and 16 closed out — a net gain of 19 holders — while 116 added to existing stakes and 62 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $23.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $40M sold.
- 239 institutional investors held EPR Properties (EPR) as of Q1 2014, up from 223 in Q4 2013.
- Funds reported $2.74B of EPR Properties stock for Q1 2014, up 13% quarter-over-quarter.
- 35 funds opened new EPR Properties positions in Q1 2014 and 16 closed out, a net change of +19 holders.
- The largest EPR Properties buyer in Q1 2014 was Fidelity Investments, an estimated $23.9M added.
- The largest EPR Properties seller in Q1 2014 was Cohen & Steers, an estimated $40M sold.
Based on aggregated 13F filings for Q1 2014.