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EPR Properties
EPR

Overview Fund Activity

345 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+49
Holders Change %
+16.55%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
71
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$198M
2
Cohen & Steers
Cohen & Steers
New York
$198M
3
Principal Financial Group
Principal Financial Group
Iowa
$277M
4
O
OppenheimerFunds
New York
$37.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$776M

Top Sellers

1
Invesco
Invesco
Georgia
$122M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$53.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$109M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$1.24M
5
SI
Scout Investments
Missouri
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
326
Sonora Investment Management
Arizona
$6.18K +$6.18K +86 New
TRCT
327
Tower Research Capital (TRC)
New York
$5K +$5K +71 New
FFW
328
Fusion Family Wealth
New York
$5K +$5K +76 New
NSIM
329
North Star Investment Management
Illinois
$4K – – –
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$4K +$2.32K +36 +138%
JCM
331
Jacobi Capital Management
Pennsylvania
$4K +$4K +54 New
WCM
332
Wealthcare Capital Management
Virginia
$4K +$4K +54 New
AF
333
Allworth Financial
California
$4K +$4K +54 New
VWA
334
V Wealth Advisors
Kansas
$4K +$4K +54 New
WCBA
335
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
TWA
336
TCI Wealth Advisors
Arizona
$3K – – –
OIA
337
OneDigital Investment Advisors
Kansas
$2K +$2K +23 New
WCG
338
Wall Capital Group
Arizona
$2K +$2K +27 New
AWM
339
Avior Wealth Management
Nebraska
$2K +$2K +32 New
Toronto Dominion Bank
340
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +13 New
BC
341
Bartlett & Co
Ohio
$1K +$1K +14 New
BCI
342
Brinker Capital Investments
Pennsylvania
$1K +$1K +20 New
ED
343
Exane Derivatives
France
$216 -$672K -9,337 -100%
Walleye Trading
344
Walleye Trading
New York
$8 +$8 +109 New
IWM
345
IHT Wealth Management
Illinois
$1 +$1 +75 New
Two Sigma Advisers
346
Two Sigma Advisers
New York
– -$10.5M -142,063 Closed
DCM
347
Driehaus Capital Management
Illinois
– -$8.33M -113,092 Closed
WRF
348
Waddell & Reed Financial
Kansas
– -$3.5M -47,489 Closed
Two Sigma Investments
349
Two Sigma Investments
New York
– -$3.43M -46,599 Closed
CANY
350
Caxton Associates (New York)
New York
– -$504K -6,839 Closed
11 12 13
14
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