EPR Properties
247 hedge funds and large institutions have $3.02B invested in EPR Properties in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
20% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 84
10% more capital invested
Capital invested by funds: $2.74B → $3.02B (+$273M)
7% more funds holding
Funds holding: 231 → 247 (+16)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less ownership
Funds ownership: 95.54% → 91.55% (-4%)
63% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $2.79M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$21.5M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$11.9M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$9.96M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.66M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$45.6M |
| 2 |
Goldman Sachs
New York
|
-$22M |
| 3 |
Bank of New York Mellon
New York
|
-$12.8M |
| 4 |
Millennium Management
New York
|
-$10.6M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$9.17M |
EPR Hedge Fund Activity: Q4 2014 in Review
247 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2014, worth a combined $3.02B — up 10% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new EPR positions and 14 closed out — a net gain of 19 holders — while 101 added to existing stakes and 84 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $21.5M. The largest seller was AEW Capital Management, cutting an estimated $45.6M.
- 247 institutional investors held EPR Properties (EPR) as of Q4 2014, up from 231 in Q3 2014.
- Funds reported $3.02B of EPR Properties stock for Q4 2014, up 10% quarter-over-quarter.
- 33 funds opened new EPR Properties positions in Q4 2014 and 14 closed out, a net change of +19 holders.
- The largest EPR Properties buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $21.5M added.
- The largest EPR Properties seller in Q4 2014 was AEW Capital Management, an estimated $45.6M sold.
Based on aggregated 13F filings for Q4 2014.