EPR icon

EPR Properties
EPR

Overview Fund Activity

310 hedge funds and large institutions have $4.72B invested in EPR Properties in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
35
Increased
109
Reduced
128
Closed
31
Calls
$6.39M
Puts
$8.83M
Net Calls
-$2.44M
Net Calls Change
-$2.36M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$94.7M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$227M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$11.7M
4
BFA
4
BlackRock Fund Advisors
California
$212M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$788M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$68.4M
2
Macquarie Group
2
Macquarie Group
Australia
$11M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$61M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$0
5
OCM
5
Osterweis Capital Management
California
$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
226
American National Registered Investment Advisor
Texas
$428K – – –
WEC
227
Winslow Evans & Crocker
Massachusetts
$422K – – –
MNBTD
228
Moody National Bank Trust Division
Texas
$405K – – –
AG
229
Advisor Group
Arizona
$394K +$163K +2,065 +70%
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$381K +$4.8K +61 +1%
Creative Planning
231
Creative Planning
Kansas
$368K +$25.7K +327 +8%
Los Angeles Capital Management
232
Los Angeles Capital Management
California
$356K -$1.25M -15,838 -78%
SCM
233
Shelton Capital Management
Colorado
$348K +$348K +4,422 New
APFBOT
234
Amica Pension Fund Board of Trustees
Rhode Island
$344K – – –
FRM
235
Fox Run Management
Connecticut
$339K +$339K +4,300 New
AIA
236
Affinity Investment Advisors
California
$338K -$60.7K -770 -15%
HEIP
237
Hudson Edge Investment Partners
New Jersey
$326K -$1.1K -14 -0.3%
WAM
238
World Asset Management
Michigan
$326K +$82.1K +1,042 +34%
LIA
239
LS Investment Advisors
Michigan
$321K +$19.7K +250 +7%
Rafferty Asset Management
240
Rafferty Asset Management
New York
$318K -$218K -2,764 -41%
Squarepoint
241
Squarepoint
New York
$304K -$222K -2,816 -42%
RCM
242
Riverhead Capital Management
Delaware
$299K +$22K +280 +8%
B
243
Bailard
California
$293K – – –
BCM
244
Beck Capital Management
Texas
$292K +$866 +11 +0.3%
CCM
245
Cadence Capital Management
Massachusetts
$288K +$46.6K +592 +19%
SBIA
246
Sheaff Brock Investment Advisors
Indiana
$278K -$40.7K -517 -13%
CB
247
Commerce Bank
Missouri
$267K +$267K +3,400 New
O
248
OppenheimerFunds
New York
$265K +$65.2K +827 +33%
GC
249
Globeflex Capital
California
$265K +$265K +3,367 New
UFF
250
USA Financial Formulas
Michigan
$255K -$27.1K -344 -10%
8 9
10
11 12