Epr Pptys (EPR) Shareholder New Jersey Better Educational Savings Trust Has Upped Holding by $390,000 as Shares Declined; Efg Asset Management Americas Trimmed Its Unitedhealth Group (UNH) Holding by $464,955 as Market Value Declined

April 22, 2018 - By Adrian Erickson

UnitedHealth Group Incorporated (NYSE:UNH) Logo

Efg Asset Management Americas Corp decreased its stake in Unitedhealth Group Inc (UNH) by 8.16% based on its latest 2017Q4 regulatory filing with the SEC. Efg Asset Management Americas Corp sold 2,085 shares as the company’s stock declined 0.93% with the market. The institutional investor held 23,465 shares of the medical specialities company at the end of 2017Q4, valued at $5.24 million, down from 25,550 at the end of the previous reported quarter. Efg Asset Management Americas Corp who had been investing in Unitedhealth Group Inc for a number of months, seems to be less bullish one the $227.46 billion market cap company. The stock decreased 0.30% or $0.7 during the last trading session, reaching $235.06. About 2.84M shares traded. UnitedHealth Group Incorporated (NYSE:UNH) has risen 32.42% since April 22, 2017 and is uptrending. It has outperformed by 20.87% the S&P500.

New Jersey Better Educational Savings Trust increased its stake in Epr Pptys (EPR) by 120% based on its latest 2017Q4 regulatory filing with the SEC. New Jersey Better Educational Savings Trust bought 6,000 shares as the company’s stock declined 15.15% with the market. The institutional investor held 11,000 shares of the real estate investment trusts company at the end of 2017Q4, valued at $720,000, up from 5,000 at the end of the previous reported quarter. New Jersey Better Educational Savings Trust who had been investing in Epr Pptys for a number of months, seems to be bullish on the $3.97 billion market cap company. The stock decreased 1.82% or $0.99 during the last trading session, reaching $53.35. About 497,273 shares traded. EPR Properties (NYSE:EPR) has declined 24.90% since April 22, 2017 and is downtrending. It has underperformed by 36.45% the S&P500.

Since December 18, 2017, it had 0 insider buys, and 2 sales for $1.47 million activity. 9,359 shares valued at $632,107 were sold by Hirons Michael L on Monday, December 18.

Investors sentiment decreased to 0.96 in 2017 Q4. Its down 0.17, from 1.13 in 2017Q3. It dropped, as 39 investors sold EPR shares while 93 reduced holdings. 30 funds opened positions while 97 raised stakes. 63.21 million shares or 0.35% less from 63.43 million shares in 2017Q3 were reported. Voya Mgmt Ltd Liability Corp, a Georgia-based fund reported 18,145 shares. Putnam Investments Ltd Liability holds 0.01% or 52,722 shares in its portfolio. Employees Retirement Of Texas has 0.13% invested in EPR Properties (NYSE:EPR) for 154,000 shares. Vantage Inv Advisors Ltd Llc holds 0% or 220 shares in its portfolio. The New Jersey-based State Of New Jersey Common Pension Fund D has invested 0.35% in EPR Properties (NYSE:EPR). Parametric Port Assocs Llc invested in 88,825 shares. Massachusetts-based Liberty Mutual Asset Mgmt Inc has invested 0.03% in EPR Properties (NYSE:EPR). Umb Comml Bank N A Mo holds 0.01% or 3,126 shares. 9,361 were reported by Commonwealth Of Pennsylvania Pub School Empls Retrmt. Aqr Capital Mgmt Ltd Limited Liability Company holds 42,601 shares or 0% of its portfolio. Tower Rech Ltd Liability Co (Trc) has 0% invested in EPR Properties (NYSE:EPR) for 100 shares. Dupont Cap Mgmt invested in 32,549 shares. Maryland-based Macroview Invest Ltd Co has invested 0% in EPR Properties (NYSE:EPR). American Natl Insurance Co Tx invested in 0.21% or 62,780 shares. 10,000 were accumulated by Telemus Cap Lc.

New Jersey Better Educational Savings Trust, which manages about $98.62 million US Long portfolio, decreased its stake in At&T Inc (NYSE:T) by 14,000 shares to 10,000 shares, valued at $389,000 in 2017Q4, according to the filing. It also reduced its holding in Boeing Co (NYSE:BA) by 2,000 shares in the quarter, leaving it with 1,000 shares, and cut its stake in Johnson & Johnson (NYSE:JNJ).

Among 12 analysts covering EPR Properties (NYSE:EPR), 2 have Buy rating, 2 Sell and 8 Hold. Therefore 17% are positive. EPR Properties had 28 analyst reports since September 17, 2015 according to SRatingsIntel. SunTrust maintained EPR Properties (NYSE:EPR) on Monday, January 22 with “Hold” rating. FBR Capital maintained EPR Properties (NYSE:EPR) on Thursday, November 9 with “Hold” rating. The company was maintained on Friday, October 27 by KeyBanc Capital Markets. The stock of EPR Properties (NYSE:EPR) has “Sector Weight” rating given on Thursday, March 1 by KeyBanc Capital Markets. The stock has “Buy” rating by Ladenburg on Thursday, November 9. The rating was downgraded by J.P. Morgan on Friday, December 15 to “Sell”. The rating was maintained by Citigroup with “Neutral” on Friday, August 12. On Tuesday, September 26 the stock rating was maintained by KeyBanc Capital Markets with “Buy”. The company was maintained on Monday, February 5 by Ladenburg. The stock of EPR Properties (NYSE:EPR) has “Buy” rating given on Thursday, August 24 by KeyBanc Capital Markets.

Among 27 analysts covering UnitedHealth Group (NYSE:UNH), 27 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. UnitedHealth Group had 88 analyst reports since September 2, 2015 according to SRatingsIntel. The firm has “Outperform” rating given on Thursday, June 16 by Bernstein. RBC Capital Markets maintained UnitedHealth Group Incorporated (NYSE:UNH) on Wednesday, July 20 with “Outperform” rating. The rating was maintained by RBC Capital Markets with “Buy” on Monday, June 26. UBS maintained UnitedHealth Group Incorporated (NYSE:UNH) on Wednesday, July 19 with “Buy” rating. The rating was maintained by Cantor Fitzgerald on Thursday, November 16 with “Buy”. Piper Jaffray maintained UnitedHealth Group Incorporated (NYSE:UNH) rating on Friday, August 25. Piper Jaffray has “Buy” rating and $211.0 target. Cleveland initiated UnitedHealth Group Incorporated (NYSE:UNH) rating on Friday, April 8. Cleveland has “Buy” rating and $155 target. Mizuho downgraded UnitedHealth Group Incorporated (NYSE:UNH) on Wednesday, November 9 to “Neutral” rating. RBC Capital Markets maintained the shares of UNH in report on Saturday, September 23 with “Buy” rating. The stock of UnitedHealth Group Incorporated (NYSE:UNH) earned “Buy” rating by Jefferies on Friday, January 12.

Investors sentiment increased to 0.96 in Q4 2017. Its up 0.05, from 0.91 in 2017Q3. It improved, as 51 investors sold UNH shares while 538 reduced holdings. 138 funds opened positions while 426 raised stakes. 806.07 million shares or 0.60% less from 810.94 million shares in 2017Q3 were reported. Riverpoint Mngmt Lc has invested 1.67% in UnitedHealth Group Incorporated (NYSE:UNH). Vigilant Mgmt Lc invested 1.74% in UnitedHealth Group Incorporated (NYSE:UNH). Stewart & Patten Company Lc holds 0.23% or 5,772 shares. Sol Cap Mngmt Co invested in 1.11% or 17,647 shares. Davenport & Limited Liability Company stated it has 0.05% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH). Daniel Devine invested in 1.43% or 8,965 shares. High Pointe Capital Mgmt Ltd Liability Company accumulated 1,000 shares or 0.3% of the stock. Denver Ltd Co holds 0.03% or 2,959 shares in its portfolio. Rbf Cap Limited Liability Co holds 1.34% in UnitedHealth Group Incorporated (NYSE:UNH) or 55,000 shares. Benjamin F Edwards & holds 1,635 shares or 0.04% of its portfolio. Ameritas Invest owns 38,281 shares or 0.39% of their US portfolio. Oarsman Capital accumulated 3,849 shares. Lenox Wealth Advsr holds 59 shares. Amundi Pioneer Asset Mngmt Inc has 0.65% invested in UnitedHealth Group Incorporated (NYSE:UNH) for 1.92 million shares. Csu Producer accumulated 6.14% or 6,400 shares.

Efg Asset Management Americas Corp, which manages about $1.65B and $276.74M US Long portfolio, upped its stake in Ishares Tr (ACWI) by 12,790 shares to 108,314 shares, valued at $8.68 million in 2017Q4, according to the filing. It also increased its holding in Spdr Series Trust (CWB) by 17,480 shares in the quarter, for a total of 82,336 shares, and has risen its stake in Ishares Tr (IWM).

Since December 14, 2017, it had 0 insider buys, and 10 selling transactions for $29.08 million activity. Shares for $2.38M were sold by HOOPER MICHELE J on Wednesday, January 31. $1.40 million worth of UnitedHealth Group Incorporated (NYSE:UNH) was sold by WILENSKY GAIL R. Shine Kenneth Irwin sold $48,025 worth of stock or 198 shares. 20,000 shares valued at $4.79 million were sold by BURKE RICHARD T on Thursday, January 18. 22,598 shares were sold by RENFRO LARRY C, worth $5.01 million on Thursday, December 14. Nelson Steven H sold $3.28 million worth of stock or 14,233 shares.

EPR Properties (NYSE:EPR) Institutional Positions Chart

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