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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 %
FMT
276
First Mercantile Trust
Tennessee
$21K -$2.25K -30 -10%
BTIS
277
BB&T Investment Services
North Carolina
$20K – – –
CTC
278
Central Trust Company
Missouri
$19K – – –
ASN
279
Advisory Services Network
Georgia
$19K +$19K +263 New
Fuller & Thaler Asset Management
280
Fuller & Thaler Asset Management
California
$18K – – –
VIA
281
Vantage Investment Advisors
Pennsylvania
$16K – – –
FPFS
282
First Personal Financial Services
North Carolina
$15K -$14K – –
PA
283
Parallel Advisors
California
$12K +$5.24K +76 +78%
AIM
284
Anchor Investment Management
South Carolina
$11.4K – – –
HFM
285
Hartford Financial Management
Connecticut
$11K – – –
WTC
286
WhitTier Trust Company
Nevada
$9K – – –
BFEC
287
Benjamin F. Edwards & Company
Missouri
$8K +$77 +1 +1%
AssetMark Inc
288
AssetMark Inc
California
$7K -$48K -617 -87%
ACM
289
Armbruster Capital Management
New York
$7K -$4.33K -60 -38%
CHP
290
Cable Hill Partners
Oregon
$7K – – –
SWA
291
Sutton Wealth Advisors
Florida
$6.63K – – –
NSIM
292
North Star Investment Management
Illinois
$4K – – –
WCBA
293
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
TWA
294
TCI Wealth Advisors
Arizona
$3K – – –
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +46 New
MAM
296
Meeder Asset Management
Ohio
$2K -$149K -1,942 -99%
WAM
297
Wealthspire Advisors (Maryland)
Maryland
$2K +$2K +26 New
WMSA
298
Weiss Multi-Strategy Advisers
New York
– -$21.1M -294,626 Closed
SCM
299
Stevens Capital Management
Pennsylvania
– -$2.18M -30,303 Closed
Fidelity International
300
Fidelity International
Bermuda
– -$2.09M -29,112 Closed
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