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EPR Properties
EPR

Overview Fund Activity

313 hedge funds and large institutions have $4.06B invested in EPR Properties in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+3
Holders Change %
+0.97%
% of All Funds
7.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
39
Increased
131
Reduced
100
Closed
30
Calls
$6.08M
Puts
$2.9M
Net Calls
+$3.18M
Net Calls Change
+$5.62M

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
$30.1M
2
NIPH
NN Investment Partners Holdings
Netherlands
$29.3M
3
WMSA
Weiss Multi-Strategy Advisers
New York
$21.1M
4
Ameriprise
Ameriprise
Minnesota
$28.4M
5
BIT
BlackRock Institutional Trust
California
$186M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$44.2M
2
OCM
Osterweis Capital Management
California
$1.67M
3
Invesco
Invesco
Georgia
$295M
4
CGM
Capital Growth Management
Massachusetts
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
301
Anchor Investment Management
South Carolina
$11.1K – – –
HFM
302
Hartford Financial Management
Connecticut
$11K – – –
ACM
303
Armbruster Capital Management
New York
$11K +$4.2K +60 +62%
WTC
304
WhitTier Trust Company
Nevada
$9K +$9K +129 New
BFEC
305
Benjamin F. Edwards & Company
Missouri
$7K +$136 +2 +2%
PA
306
Parallel Advisors
California
$7K +$7K +98 New
SWA
307
Sutton Wealth Advisors
Florida
$6.46K – – –
HR
308
Howe & Rusling
New York
$6K -$1.77K -25 -23%
CHP
309
Cable Hill Partners
Oregon
$6K – – –
NSIM
310
North Star Investment Management
Illinois
$4K – – –
PMFA
311
Plante Moran Financial Advisors
Michigan
$4K – – –
WCBA
312
Weaver C. Barksdale & Associates
Tennessee
$3K +$474 +6 +19%
TWA
313
TCI Wealth Advisors
Arizona
$3K +$3K +37 New
GWM
314
Geneos Wealth Management
Colorado
$2K – – –
EARNEST Partners
315
EARNEST Partners
Georgia
$1K +$1K +20 New
CGM
316
Capital Growth Management
Massachusetts
– -$11.8M -150,000 Closed
DAS
317
Dynamic Advisor Solutions
Arizona
– -$3.84M -48,822 Closed
ACM
318
AEW Capital Management
Massachusetts
– -$3.54M -45,000 Closed
TPCM
319
Three Peaks Capital Management
Colorado
– -$3.25M -41,273 Closed
Arrowstreet Capital
320
Arrowstreet Capital
Massachusetts
– -$3.13M -39,765 Closed
RCAMU
321
Rothschild & Co Asset Management US
Connecticut
– -$2.7M -34,329 Closed
Nomura Holdings
322
Nomura Holdings
Japan
– -$1.55M -19,592 Closed
MTB
323
Mizuho Trust & Banking
Japan
– -$1.24M -15,717 Closed
UCFA
324
United Capital Financial Advisors
Texas
– -$1.17M -14,836 Closed
SAM
325
Shell Asset Management
Netherlands
– -$1.12M -14,158 Closed
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