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ESC

EMERITUS CORP
ESC

Delisted

ESC was delisted on the 30th of July, 2014.

106 hedge funds and large institutions have $879M invested in EMERITUS CORP in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $776M → $879M (+$103M)

6% less funds holding

Funds holding: 113106 (-7)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

76% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $11.7M

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
29
Reduced
41
Closed
28
Calls
$2.8M
Puts
$11.7M
Net Calls
-$8.89M
Net Calls Change
-$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
SSI Investment Management
California
$318K -$125K -6,120 -29%
Two Sigma Investments
77
Two Sigma Investments
New York
$313K +$296K +14,458 New
UBS AM
78
UBS AM
Illinois
$303K
FCH
79
Freestone Capital Holdings
Washington
$275K +$260K +12,700 New
Principal Financial Group
80
Principal Financial Group
Iowa
$272K
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$266K
Public Employees Retirement Association of Colorado
82
Public Employees Retirement Association of Colorado
Colorado
$258K
SCM
83
Stevens Capital Management
Pennsylvania
$257K -$18.6K -908 -7%
BG
84
BlackRock Group
United Kingdom
$231K +$150K +7,302 +216%
DTL
85
Dynamic Technology Lab
Singapore
$228K -$24K -1,170 -10%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$214K -$29.6K -1,448 -13%
LCM
87
Landscape Capital Management
New Jersey
$208K +$197K +9,600 New
MWNA
88
Marshall Wace North America
New York
$169K +$160K +7,836 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$162K -$11.5K -560 -7%
NTCOC
90
Northern Trust Company of Connecticut
Connecticut
$150K -$6.14K -300 -4%
DADC
91
D.A. Davidson & Co
Montana
$88K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$70K -$570K -27,825 -90%
U
93
UBS
Switzerland
$68K +$20.2K +986 +46%
Barclays
94
Barclays
United Kingdom
$47K -$7.37K -360 -14%
Canada Life
95
Canada Life
Manitoba, Canada
$38K +$36.1K +1,763 New
Axa
96
Axa
France
$35K +$32.8K +1,600 New
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$33K -$76.7K -3,745 -71%
BlackRock
98
BlackRock
New York
$27K
PL
99
Parkwood LLC
Ohio
$26K +$24.4K +1,194 New
GT
100
Glenmede Trust
Pennsylvania
$16K

ESC Hedge Fund Activity: Q4 2013 in Review

106 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in EMERITUS CORP (ESC) for Q4 2013, worth a combined $879M — up 13% from $776M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ESC and 21 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 29 added.

The largest buyer was Millennium Management, adding an estimated $13.3M. The largest seller was Cohen & Steers, cutting an estimated $15.2M.

  • 106 institutional investors held EMERITUS CORP (ESC) as of Q4 2013, down from 113 in Q3 2013.
  • Funds reported $879M of EMERITUS CORP stock for Q4 2013, up 13% quarter-over-quarter.
  • 21 funds opened new EMERITUS CORP positions in Q4 2013 and 28 closed out, a net change of -7 holders.
  • The largest EMERITUS CORP buyer in Q4 2013 was Millennium Management, an estimated $13.3M added.
  • The largest EMERITUS CORP seller in Q4 2013 was Cohen & Steers, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2013.