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EPR Properties
EPR

Overview Fund Activity

230 hedge funds and large institutions have $2.74B invested in EPR Properties in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 16 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
6.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
17
Increased
127
Reduced
68
Closed
16
Calls
$4.02M
Puts
$2.39M
Net Calls
+$1.63M
Net Calls Change
-$191K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$412M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$24.9M
3
BA
3
BlackRock Advisors
Delaware
$22.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$89.8M
5
HRES
5
Heitman Real Estate Securities
Illinois
$24.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19.7M
2
Norges Bank
2
Norges Bank
Norway
$20.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$167K
4
CS
4
Credit Suisse
Switzerland
$7.64M
5
DSA
5
Davis Selected Advisers
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$6K -$4.59K -91 -43%
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$5.78K -$94.1K -1,856 -94%
CGT
228
Capital Guardian Trust
California
$4K +$4K +75 New
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.76K +$86 +1,696 +5%
HR
230
Howe & Rusling
New York
$1K – – –
DSA
231
Davis Selected Advisers
Arizona
– -$11.5M -206,453 Closed
PP
232
PDT Partners
New York
– -$3.48M -62,266 Closed
CIP
233
Convergence Investment Partners
Florida
– -$1.72M -30,833 Closed
Axa
234
Axa
France
– -$1.16M -20,700 Closed
DCM
235
Driehaus Capital Management
Illinois
– -$1.05M -18,700 Closed
Truist Financial
236
Truist Financial
North Carolina
– -$459K -8,208 Closed
FP
237
Foundry Partners
Minnesota
– -$379K -6,775 Closed
CCM
238
Chilton Capital Management
Texas
– -$359K -6,420 Closed
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
– -$327K -5,863 Closed
Jacobs Levy Equity Management
240
Jacobs Levy Equity Management
New Jersey
– -$285K -5,110 Closed
VFA
241
Virtus Fund Advisers
Connecticut
– -$255K -4,560 Closed
Stifel Financial
242
Stifel Financial
Missouri
– -$254K -4,540 Closed
MCM
243
McKinley Capital Management
Alaska
– -$239K -4,278 Closed
BRWA
244
B. Riley Wealth Advisors
Florida
– -$74.7K -1,338 Closed
PAS
245
Partnervest Advisory Services
California
– -$6K -107 Closed
S
246
SignatureFD
Georgia
– -$3K -59 Closed
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