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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Transamerica Financial Advisors
Florida
$2K
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$778 +3 +60%
CWM
503
Cranbrook Wealth Management
Michigan
$2K +$2.33K +9 New
VBCG
504
Valley Brook Capital Group
Pennsylvania
$2K +$2.59K +10 New
FPS
505
Fieldpoint Private Securities
Connecticut
$1K
JWM
506
Janiczek Wealth Management
Colorado
$1K
MLFP
507
MPS Loria Financial Planners
Illinois
$1K
PWMG
508
Prestige Wealth Management Group
New Jersey
$1K
TWA
509
TCI Wealth Advisors
Arizona
$1K
TFM
510
TFC Financial Management
Massachusetts
$1K
UFF
511
USA Financial Formulas
Michigan
$1K
VCM
512
Versant Capital Management
Arizona
$1K
GEA
513
Glen Eagle Advisors
New Jersey
$816
ED
514
Exane Derivatives
France
$815
BBHC
515
Brown Brothers Harriman & Co
New York
$29 -$1.3K -5 -4%
LPC
516
Long Pond Capital
New York
-$75.9M -319,878 Closed
Balyasny Asset Management
517
Balyasny Asset Management
Illinois
-$14.6M -61,501 Closed
Jacobs Levy Equity Management
518
Jacobs Levy Equity Management
New Jersey
-$14.2M -59,606 Closed
MMEA
519
MEAG MUNICH ERGO AssetManagement
Germany
-$8.94M -46,079 Closed
SP
520
Sarasin & Partners
United Kingdom
-$7.31M -30,792 Closed
CA
521
Capitolis Advisors
New York
-$5.87M -24,714 Closed
QIM
522
Quantitative Investment Management
Virginia
-$5.43M -22,877 Closed
CM
523
Crestline Management
Texas
-$5.22M -22,002 Closed
Two Sigma Investments
524
Two Sigma Investments
New York
-$5.14M -19,831 Closed
PIM
525
Perpetual Investment Management
Australia
-$3.93M -16,476 Closed