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EPR Properties
EPR

Overview Fund Activity

280 hedge funds and large institutions have $4.08B invested in EPR Properties in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
41
Increased
116
Reduced
95
Closed
24
Calls
$5.03M
Puts
$6.13M
Net Calls
-$1.09M
Net Calls Change
-$2.43M

Top Buyers

1
SAMC
1
Shinko Asset Management Company
Japan
$191M
2
Invesco
2
Invesco
Georgia
$201M
3
State Street
3
State Street
Massachusetts
$150M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$630M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$219M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$170M
4
SFM
4
Systematic Financial Management
New Jersey
$44.3M
5
KCM
5
Kennedy Capital Management
Missouri
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
226
OppenheimerFunds
New York
$300K -$184K -2,762 -38%
WFI
227
West Family Investments
California
$293K – – –
APFBOT
228
Amica Pension Fund Board of Trustees
Rhode Island
$291K – – –
FMT
229
First Mercantile Trust
Tennessee
$282K -$14.7K -220 -5%
HEIP
230
Hudson Edge Investment Partners
New Jersey
$277K +$277K +4,158 New
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$263K -$5.01M -75,315 -95%
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$260K +$67 +1 +0%
CA
233
Cetera Advisors
Colorado
$255K +$255K +3,850 New
GS
234
Girard Securities
California
$248K +$801 +12 +0.3%
B
235
Bailard
California
$248K +$248K +3,718 New
BJ
236
BlackRock Japan
Japan
$241K +$13.9K +209 +6%
URS
237
Utah Retirement Systems
Utah
$224K +$224K +3,369 New
Brown Advisory
238
Brown Advisory
Maryland
$214K -$27.4K -410 -11%
CIC
239
Chase Investment Counsel
Virginia
$209K +$209K +3,140 New
WAM
240
World Asset Management
Michigan
$207K +$207K +3,109 New
UB
241
UMB Bank
Missouri
$200K +$200K +3,003 New
HNB
242
Huntington National Bank
Ohio
$189K -$12.7K -212 -6%
IA
243
IFP Advisors
Florida
$169K +$22.1K +289 +15%
GXMC
244
Global X Management Company
New York
$160K +$4.13K +62 +3%
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$153K +$20K +300 +15%
LIA
246
LS Investment Advisors
Michigan
$147K +$15K +225 +11%
CCA
247
Checchi Capital Advisers
California
$107K +$107K +1,606 New
MFS
248
MSI Financial Services
Massachusetts
$106K +$10.2K +154 +11%
CAL
249
Capital Analysts LLC
Pennsylvania
$84.9K +$1.07K +16 +1%
QI
250
QS Investors
New York
$71K +$61.4K +922 +636%
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10
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