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EPR Properties
EPR

Overview Fund Activity

296 hedge funds and large institutions have $4.23B invested in EPR Properties in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-17
Holders Change %
-5.43%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
24
Increased
120
Reduced
108
Closed
32
Calls
$9.45M
Puts
$6.57M
Net Calls
+$2.88M
Net Calls Change
-$305K

Top Buyers

1
BlackRock
BlackRock
New York
$532M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$55.1M
3
Principal Financial Group
Principal Financial Group
Iowa
$231M
4
SFM
Systematic Financial Management
New Jersey
$56.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$31.7M

Top Sellers

1
Invesco
Invesco
Georgia
$222M
2
WMSA
Weiss Multi-Strategy Advisers
New York
$0
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$131M
4
CPIM
Columbia Partners Investment Management
Virginia
$11.8M
5
Macquarie Group
Macquarie Group
Australia
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
226
Tyers Asset Management
Texas
$365K -$110K -1,496 -23%
Squarepoint
227
Squarepoint
New York
$362K +$362K +4,913 New
WEC
228
Winslow Evans & Crocker
Massachusetts
$361K -$33.1K -450 -8%
WA
229
WFG Advisors
Texas
$357K -$20.5K -278 -5%
HEIP
230
Hudson Edge Investment Partners
New Jersey
$352K +$51.6K +700 +17%
HSBC Holdings
231
HSBC Holdings
United Kingdom
$338K -$80.9K -1,100 -19%
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$320K +$37.2K +504 +13%
LIA
233
LS Investment Advisors
Michigan
$313K -$7.81K -106 -2%
SCM
234
Sandler Capital Management
New York
$311K +$31.3K +425 +11%
N
235
Natixis
France
$307K +$307K +4,172 New
QT
236
Quantbot Technologies
New York
$302K +$302K +4,108 New
WAM
237
World Asset Management
Michigan
$292K +$6.48K +88 +2%
RCM
238
Riverhead Capital Management
Delaware
$287K -$95.7K -1,300 -25%
HNB
239
Huntington National Bank
Ohio
$283K +$79.8K +1,086 +39%
AG
240
Advisor Group
Arizona
$275K -$79.1K -1,074 -22%
CIA
241
Choate Investment Advisors
Massachusetts
$274K -$63K -856 -19%
B
242
Bailard
California
$274K – – –
LFAS
243
Level Four Advisory Services
Texas
$272K -$135K -1,830 -33%
AIA
244
Affinity Investment Advisors
California
$268K -$47.9K -650 -15%
GHCM
245
Glen Harbor Capital Management
California
$265K -$80.1K -1,088 -23%
WCP
246
Waterfront Capital Partners
New York
$250K +$250K +3,400 New
GC
247
Globeflex Capital
California
$248K -$1.11K -15 -0.4%
SMDAM
248
Sumitomo Mitsui DS Asset Management
Japan
$244K -$6.61K -90 -3%
IA
249
IFP Advisors
Florida
$244K +$11.5K +157 +5%
LPL Financial
250
LPL Financial
California
$244K +$244K +3,317 New
8 9
10
11 12