EPR Properties
315 hedge funds and large institutions have $2.13B invested in EPR Properties in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 58 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
40% more capital invested
Capital invested by funds: $1.53B → $2.13B (+$603M)
2.72% more ownership
Funds ownership: 80.32% → 83.04% (+2.7%)
4% more call options, than puts
Call options by funds: $29.8M | Put options by funds: $28.7M
8% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 115
6% less funds holding
Funds holding: 335 → 315 (-20)
28% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Redwood Capital Management
New York
|
+$125M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$61.1M |
| 3 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
+$19.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$16.7M |
| 5 |
KSCM
King Street Capital Management
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$71.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16.2M |
| 4 |
Millennium Management
New York
|
-$14.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.7M |
EPR Hedge Fund Activity: Q2 2020 in Review
315 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2020, worth a combined $2.13B — up 40% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of EPR and 42 opened new positions — a net loss of 16 holders — while 115 trimmed existing stakes and 106 added.
The largest buyer was Redwood Capital Management, opening a new position worth an estimated $125M. The largest seller was Principal Financial Group, cutting an estimated $71.1M.
- 315 institutional investors held EPR Properties (EPR) as of Q2 2020, down from 335 in Q1 2020.
- Funds reported $2.13B of EPR Properties stock for Q2 2020, up 40% quarter-over-quarter.
- 42 funds opened new EPR Properties positions in Q2 2020 and 58 closed out, a net change of -16 holders.
- The largest EPR Properties buyer in Q2 2020 was Redwood Capital Management, an estimated $125M added.
- The largest EPR Properties seller in Q2 2020 was Principal Financial Group, an estimated $71.1M sold.
Based on aggregated 13F filings for Q2 2020.