EPR Properties
EPR
353 hedge funds and large institutions have $4.3B invested in EPR Properties in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 110 reducing their positions, and 41 closing their positions.
34% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 41
19% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 110
3% more funds holding
Funds holding: 342 → 353 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.13% less ownership
Funds ownership: 89.27% → 89.14% (-0.13%)
6% less capital invested
Capital invested by funds: $4.59B → $4.3B (-$288M)
45% less call options, than puts
Call options by funds: $7.91M | Put options by funds: $14.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$52.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$25.1M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$21.1M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$19.7M |
| 5 |
Cohen & Steers
New York
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$26.6M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$17.7M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$16.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$14.7M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$13.8M |
EPR Hedge Fund Activity: Q4 2017 in Review
353 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2017, worth a combined $4.3B — down 6.3% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new EPR positions and 41 closed out — a net gain of 14 holders — while 131 added to existing stakes and 110 trimmed.
The largest buyer was Millennium Management, adding an estimated $52.4M. The largest seller was Systematic Financial Management, cutting an estimated $26.6M.
- 353 institutional investors held EPR Properties (EPR) as of Q4 2017, up from 342 in Q3 2017.
- Funds reported $4.3B of EPR Properties stock for Q4 2017, down 6.3% quarter-over-quarter.
- 55 funds opened new EPR Properties positions in Q4 2017 and 41 closed out, a net change of +14 holders.
- The largest EPR Properties buyer in Q4 2017 was Millennium Management, an estimated $52.4M added.
- The largest EPR Properties seller in Q4 2017 was Systematic Financial Management, an estimated $26.6M sold.
Based on aggregated 13F filings for Q4 2017.