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EPR Properties
EPR

Overview Fund Activity

314 hedge funds and large institutions have $3.13B invested in EPR Properties in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
51
Increased
85
Reduced
106
Closed
28
Calls
$114M
Puts
$21.7M
Net Calls
+$91.8M
Net Calls Change
+$6.65M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$31.4M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$38.2M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$56.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$22.3M

Top Sellers

1
RCM
1
Redwood Capital Management
New York
$46.3M
2
NTCM
2
Nut Tree Capital Management
New York
$21.1M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$41.4M
4
Bank of America
4
Bank of America
North Carolina
$37.8M
5
WCM
5
Wedge Capital Management
North Carolina
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
301
Janiczek Wealth Management
Colorado
$2K – – –
LPWM
302
Lake Point Wealth Management
Texas
$2K +$2K +39 New
AWM
303
Avior Wealth Management
Nebraska
$1K -$333 -8 -25%
BC
304
Bartlett & Co
Ohio
$1K – – –
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$1K – – –
HI
306
Hoey Investments
Pennsylvania
$1K – – –
TFGT
307
TS Financial Group (TSFG)
Illinois
$1K – – –
CAGAS
308
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
EARNEST Partners
309
EARNEST Partners
Georgia
$1K – – –
FF
310
FourThought Financial
Florida
$1K – – –
BCWM
311
Bartlett & Co Wealth Management
Ohio
$738 – – –
ED
312
Exane Derivatives
France
$427 – – –
PSAMP
313
P. Schoenfeld Asset Management (PSAM)
New York
– -$13.8M -296,663 Closed
California Public Employees Retirement System
314
California Public Employees Retirement System
California
– -$6.47M -138,843 Closed
LC
315
Littlejohn & Co
Connecticut
– -$6.07M -130,271 Closed
Squarepoint
316
Squarepoint
New York
– -$2.34M -50,183 Closed
PCM
317
Polaris Capital Management
Massachusetts
– -$952K -19,810 Closed
SEI Investments
318
SEI Investments
Pennsylvania
– -$786K -16,871 Closed
BCM
319
Bluefin Capital Management
New York
– -$510K -10,938 Closed
LP
320
LMR Partners
United Kingdom
– -$480K -10,312 Closed
JGC
321
J. Goldman & Co
New York
– -$397K -8,518 Closed
CWM
322
CIBC World Markets
New York
– -$374K -8,028 Closed
Connor, Clark & Lunn Investment Management (CC&L)
323
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$360K -7,729 Closed
ICA
324
Infrastructure Capital Advisors
New York
– -$288K -6,185 Closed
AWM
325
AE Wealth Management
Kansas
– -$287K -6,150 Closed
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