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EPR Properties
EPR

Overview Fund Activity

321 hedge funds and large institutions have $2.79B invested in EPR Properties in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
106
Reduced
94
Closed
40
Calls
$54.5M
Puts
$14.8M
Net Calls
+$39.6M
Net Calls Change
-$16M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$59.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$65.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$49.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$527M
5
TCA
5
Taconic Capital Advisors
New York
$16.6M

Top Sellers

1
NTCM
1
Nut Tree Capital Management
New York
$0
2
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.6M
4
Invesco
4
Invesco
Georgia
$303M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
301
Janiczek Wealth Management
Colorado
$2K – – –
PCG
302
Private Capital Group
Connecticut
$2K – – –
LPWM
303
Lake Point Wealth Management
Texas
$2K – – –
CFO
304
CVA Family Office
Colorado
$2K +$2K +35 New
Bessemer Group
305
Bessemer Group
New Jersey
$2K +$2K +45 New
TPCW
306
TD Private Client Wealth
New York
$1.19K -$2.75K -58 -70%
TWA
307
TCI Wealth Advisors
Arizona
$1K – – –
HI
308
Hoey Investments
Pennsylvania
$1K – – –
TFGT
309
TS Financial Group (TSFG)
Illinois
$1K – – –
EARNEST Partners
310
EARNEST Partners
Georgia
$1K – – –
C
311
Covestor
United Kingdom
$1K +$1K +19 New
NFG
312
Next Financial Group
Texas
$1K +$1K +21 New
SCA
313
Snowden Capital Advisors
New York
$1K +$1K +34 New
ED
314
Exane Derivatives
France
$380 – – –
SWA
315
Sutton Wealth Advisors
Florida
$380 +$380 +8 New
CP
316
Castleview Partners
Texas
$204 +$204 +9,687 New
FFG
317
Ford Financial Group
California
$140 +$140 +2,957 New
NTCM
318
Nut Tree Capital Management
New York
– -$19.8M -400,000 Closed
VLKIM
319
Van Lanschot Kempen Investment Management
Netherlands
– -$18.8M -381,500 Closed
Balyasny Asset Management
320
Balyasny Asset Management
Illinois
– -$9.85M -199,562 Closed
RCM
321
Redwood Capital Management
New York
– -$9.36M -189,492 Closed
IAIM
322
International Assets Investment Management
Florida
– -$193K -117,645 Closed
Voloridge Investment Management
323
Voloridge Investment Management
Florida
– -$2.09M -42,276 Closed
N
324
Natixis
France
– -$1.31M -26,447 Closed
Tudor Investment Corp
325
Tudor Investment Corp
Connecticut
– -$1.18M -23,849 Closed
11 12
13
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