EPR Properties
309 hedge funds and large institutions have $5.05B invested in EPR Properties in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 107 reducing their positions, and 15 closing their positions.
220% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
24% more capital invested
Capital invested by funds: $4.08B → $5.05B (+$980M)
10% more funds holding
Funds holding: 280 → 309 (+29)
3% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 107
0.75% more ownership
Funds ownership: 97.76% → 98.51% (+0.75%)
1% less call options, than puts
Call options by funds: $7.7M | Put options by funds: $7.78M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$126M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$48.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$24.1M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$49.5M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$45M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$32.9M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$21.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$16.5M |
EPR Hedge Fund Activity: Q2 2016 in Review
309 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2016, worth a combined $5.05B — up 24% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EPR positions and 15 closed out — a net gain of 33 holders — while 110 added to existing stakes and 107 trimmed.
The largest buyer was Invesco, adding an estimated $126M. The largest seller was BlackRock Fund Advisors, cutting an estimated $49.5M.
- 309 institutional investors held EPR Properties (EPR) as of Q2 2016, up from 280 in Q1 2016.
- Funds reported $5.05B of EPR Properties stock for Q2 2016, up 24% quarter-over-quarter.
- 48 funds opened new EPR Properties positions in Q2 2016 and 15 closed out, a net change of +33 holders.
- The largest EPR Properties buyer in Q2 2016 was Invesco, an estimated $126M added.
- The largest EPR Properties seller in Q2 2016 was BlackRock Fund Advisors, an estimated $49.5M sold.
Based on aggregated 13F filings for Q2 2016.