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

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$68.4M
2
Macquarie Group
Macquarie Group
Australia
$11M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$61M
4
Pzena Investment Management
Pzena Investment Management
New York
$0
5
OCM
Osterweis Capital Management
California
$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
301
Westport Resources Management
Connecticut
$8K -$34.1K -414 -81%
ACM
302
Armbruster Capital Management
New York
$8K – – –
BFEC
303
Benjamin F. Edwards & Company
Missouri
$8K +$8K +101 New
SWA
304
Sutton Wealth Advisors
Florida
$7.09K +$7.09K +90 New
CHP
305
Cable Hill Partners
Oregon
$7K – – –
TCOV
306
Trust Company of Vermont
Vermont
$6K – – –
PMFA
307
Plante Moran Financial Advisors
Michigan
$5K -$887 -11 -15%
AW
308
Alpha Windward
Massachusetts
$5K – – –
NSIM
309
North Star Investment Management
Illinois
$4K – – –
WCBA
310
Weaver C. Barksdale & Associates
Tennessee
$3K +$469 +5 +19%
GWM
311
Geneos Wealth Management
Colorado
$2K +$2K +37 New
VOYA Investment Management
312
VOYA Investment Management
Georgia
$1.7K +$67 +853 +4%
Pzena Investment Management
313
Pzena Investment Management
New York
– -$23.3M -288,275 Closed
ESCM
314
Echo Street Capital Management
New York
– -$8.23M -101,957 Closed
OCG
315
Opus Capital Group
Ohio
– -$6.66M -82,585 Closed
AAMU
316
Amundi Asset Management US
Massachusetts
– -$6.31M -78,144 Closed
LCM
317
Laurion Capital Management
New York
– -$4.52M -56,000 Closed
MPM
318
Meritage Portfolio Management
Kansas
– -$3.69M -45,677 Closed
LP
319
LMR Partners
United Kingdom
– -$3M -37,136 Closed
MFIMFI
320
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$2.39M -29,681 Closed
KCM
321
Kennedy Capital Management
Missouri
– -$2.09M -25,896 Closed
SFM
322
Systematic Financial Management
New Jersey
– -$2.02M -25,023 Closed
Mirae Asset Global Investments
323
Mirae Asset Global Investments
South Korea
– -$1.44M -17,850 Closed
VAM
324
Visium Asset Management
New York
– -$1.18M -14,649 Closed
Connor, Clark & Lunn Investment Management (CC&L)
325
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$996K -12,350 Closed
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