EPR Properties
231 hedge funds and large institutions have $2.74B invested in EPR Properties in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 16 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 68
68% more call options, than puts
Call options by funds: $4.02M | Put options by funds: $2.39M
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1% more funds holding
Funds holding: 229 → 231 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.86% less ownership
Funds ownership: 96.4% → 95.54% (-0.86%)
5% less capital invested
Capital invested by funds: $2.88B → $2.74B (-$134M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$25.4M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$22.3M |
| 4 |
Goldman Sachs
New York
|
+$16.8M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$23.6M |
| 3 |
SG Americas Securities
New York
|
-$16.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$15.8M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$11.5M |
EPR Hedge Fund Activity: Q3 2014 in Review
231 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2014, worth a combined $2.74B — down 4.7% from $2.88B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EPR positions and 16 closed out — a net gain of 2 holders — while 127 added to existing stakes and 68 trimmed.
The largest buyer was Vanguard Group, adding an estimated $30M. The largest seller was Fidelity Investments, cutting an estimated $29.1M.
- 231 institutional investors held EPR Properties (EPR) as of Q3 2014, up from 229 in Q2 2014.
- Funds reported $2.74B of EPR Properties stock for Q3 2014, down 4.7% quarter-over-quarter.
- 18 funds opened new EPR Properties positions in Q3 2014 and 16 closed out, a net change of +2 holders.
- The largest EPR Properties buyer in Q3 2014 was Vanguard Group, an estimated $30M added.
- The largest EPR Properties seller in Q3 2014 was Fidelity Investments, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2014.