EPR Properties
313 hedge funds and large institutions have $4.06B invested in EPR Properties in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 30 closing their positions.
110% more call options, than puts
Call options by funds: $6.08M | Put options by funds: $2.9M
31% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 100
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
1% more funds holding
Funds holding: 310 → 313 (+3)
5.66% less ownership
Funds ownership: 94.66% → 89% (-5.7%)
14% less capital invested
Capital invested by funds: $4.72B → $4.06B (-$656M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$29.9M |
| 2 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$28.2M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$21M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.3M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$111M |
| 2 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$55.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$45.1M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$11.8M |
| 5 |
Neuberger Berman Group
New York
|
-$8.56M |
EPR Hedge Fund Activity: Q4 2016 in Review
313 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2016, worth a combined $4.06B — down 14% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EPR positions and 30 closed out — a net gain of 9 holders — while 131 added to existing stakes and 100 trimmed.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $29.9M. The largest seller was Goldman Sachs, cutting an estimated $111M.
- 313 institutional investors held EPR Properties (EPR) as of Q4 2016, up from 310 in Q3 2016.
- Funds reported $4.06B of EPR Properties stock for Q4 2016, down 14% quarter-over-quarter.
- 39 funds opened new EPR Properties positions in Q4 2016 and 30 closed out, a net change of +9 holders.
- The largest EPR Properties buyer in Q4 2016 was Systematic Financial Management, an estimated $29.9M added.
- The largest EPR Properties seller in Q4 2016 was Goldman Sachs, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2016.