EPR Properties
400 hedge funds and large institutions have $4.06B invested in EPR Properties in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 138 increasing their positions, 102 reducing their positions, and 45 closing their positions.
82% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 45
35% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 102
10% more funds holding
Funds holding: 364 → 400 (+36)
5.12% less ownership
Funds ownership: 90.49% → 85.37% (-5.1%)
15% less capital invested
Capital invested by funds: $4.77B → $4.06B (-$717M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
49% less call options, than puts
Call options by funds: $8.14M | Put options by funds: $16.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$39.2M |
| 2 |
Millennium Management
New York
|
+$27.2M |
| 3 |
Two Sigma Advisers
New York
|
+$25.4M |
| 4 |
BlackRock
New York
|
+$24.1M |
| 5 |
Renaissance Technologies
New York
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$260M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$144M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$83.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$59.4M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$25.9M |
EPR Hedge Fund Activity: Q4 2018 in Review
400 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2018, worth a combined $4.06B — down 15% from $4.77B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new EPR positions and 45 closed out — a net gain of 37 holders — while 138 added to existing stakes and 102 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $39.2M. The largest seller was Cohen & Steers, cutting an estimated $260M.
- 400 institutional investors held EPR Properties (EPR) as of Q4 2018, up from 364 in Q3 2018.
- Funds reported $4.06B of EPR Properties stock for Q4 2018, down 15% quarter-over-quarter.
- 82 funds opened new EPR Properties positions in Q4 2018 and 45 closed out, a net change of +37 holders.
- The largest EPR Properties buyer in Q4 2018 was Massachusetts Financial Services, an estimated $39.2M added.
- The largest EPR Properties seller in Q4 2018 was Cohen & Steers, an estimated $260M sold.
Based on aggregated 13F filings for Q4 2018.