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Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
301
Kestra Private Wealth Services
Texas
$572K +$620K +2,848 New
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$571K -$13.5K -62 -2%
OTPPB
303
Ontario Teachers' Pension Plan Board
Ontario, Canada
$560K -$377K -1,729 -38%
WT
304
Whittier Trust
California
$553K -$2.18K -10 -0.4%
TC
305
TwinBeech Capital
New York
$547K +$593K +2,724 New
EOJOAM
306
E. Ohman J:or Asset Management
Sweden
$542K
UH
307
Unigestion Holding
Switzerland
$539K -$90.4K -415 -13%
X
308
Xponance
Pennsylvania
$526K -$6.6M -30,299 -92%
WAM
309
World Asset Management
Michigan
$524K +$32K +147 +6%
LPL Financial
310
LPL Financial
California
$521K +$10.2K +47 +2%
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$519K +$5.45K +25 +1%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$516K -$278K -1,276 -33%
WorldQuant Millennium Advisors
313
WorldQuant Millennium Advisors
New York
$516K +$46.6K +214 +9%
WMG
314
WESCAP Management Group
California
$507K
ACM
315
AlphaCrest Capital Management
New York
$498K -$427K -1,962 -44%
CA
316
Claro Advisors
Massachusetts
$483K +$3.92K +18 +0.8%
B
317
Barings
North Carolina
$466K +$506K +2,323 New
Rafferty Asset Management
318
Rafferty Asset Management
New York
$451K -$3.65M -16,764 -88%
PA
319
Parallel Advisors
California
$433K -$17.9K -82 -4%
GP
320
Girard Partners
Pennsylvania
$433K +$63.4K +291 +16%
CI
321
Cigna Investments
Connecticut
$431K -$156K -715 -25%
Franklin Resources
322
Franklin Resources
California
$427K +$118K +544 +34%
IRF
323
IBM Retirement Fund
New York
$425K +$130K +595 +39%
HF
324
HRT Financial
New York
$425K +$184K +844 +66%
MC
325
Moors & Cabot
Massachusetts
$402K +$436K +2,000 New