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EPR Properties
EPR

Overview Fund Activity

425 hedge funds and large institutions have $4.72B invested in EPR Properties in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
8.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
71
Increased
144
Reduced
130
Closed
39
Calls
$13.4M
Puts
$35.9M
Net Calls
-$22.5M
Net Calls Change
-$19.3M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$74.6M
2
BlackRock
BlackRock
New York
$702M
3
Invesco
Invesco
Georgia
$248M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$26.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$74.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.5M
2
State Street
State Street
Massachusetts
$209M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$127M
4
MAM
Martingale Asset Management
Massachusetts
$6.13M
5
AllianceBernstein
AllianceBernstein
Tennessee
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
276
Canada Pension Plan Investment Board
Ontario, Canada
$284K +$284K +4,018 New
UB
277
UMB Bank
Missouri
$283K -$142 -2 -0.1%
JWCA
278
J.W. Cole Advisors
Florida
$283K +$283K +4,009 New
SS
279
Simplicity Solutions
Minnesota
$280K +$36.4K +515 +15%
CG
280
Colony Group
Massachusetts
$279K +$84.9K +1,202 +44%
SLG
281
Stanley-Laman Group
Pennsylvania
$279K +$279K +3,955 New
PA
282
PSI Advisors
Florida
$277K +$277K +3,929 New
BAM
283
Blueshift Asset Management
New Jersey
$272K -$89.1K -1,262 -25%
LIA
284
LS Investment Advisors
Michigan
$271K +$282 +4 +0.1%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$262K +$53.6K +759 +26%
Qube Research & Technologies (QRT)
286
Qube Research & Technologies (QRT)
United Kingdom
$259K -$85.6K -1,212 -25%
WGA
287
Weather Gauge Advisory
Virginia
$257K +$283 +4 +0.1%
GT
288
Glenmede Trust
Pennsylvania
$251K -$5.13M -72,698 -95%
SAM
289
Silvercrest Asset Management
New York
$251K – – –
TFA
290
Teamwork Financial Advisors
Texas
$250K +$250K +3,541 New
MIM
291
Moseley Investment Management
Florida
$238K +$238K +3,374 New
CAN
292
Cetera Advisor Networks
California
$235K -$17.8K -252 -7%
CIA
293
Capital Investment Advisors
Georgia
$235K +$26.3K +373 +13%
IWS
294
Insight Wealth Strategies
California
$234K +$234K +3,318 New
WAM
295
World Asset Management
Michigan
$229K -$26.6K -377 -10%
ANRIA
296
American National Registered Investment Advisor
Texas
$228K – – –
MAFM
297
Mid Atlantic Financial Management
Pennsylvania
$223K +$1.2K +17 +0.5%
WS
298
Wedbush Securities
California
$223K +$39.3K +558 +21%
IAA
299
Independent Advisor Alliance
North Carolina
$222K +$10.5K +149 +5%
Wolverine Trading
300
Wolverine Trading
Illinois
$221K -$281K -4,009 -56%
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