EPR icon

EPR Properties
EPR

Overview Fund Activity

314 hedge funds and large institutions have $2.13B invested in EPR Properties in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-21
Holders Change %
-6.27%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
41
Increased
106
Reduced
115
Closed
58
Calls
$29.8M
Puts
$28.7M
Net Calls
+$1.16M
Net Calls Change
+$15M

Top Buyers

1
RCM
Redwood Capital Management
New York
$139M
2
Invesco
Invesco
Georgia
$126M
3
LBIM
Land & Buildings Investment Management
Connecticut
$21.3M
4
State Street
State Street
Massachusetts
$121M
5
KSCM
King Street Capital Management
New York
$17.4M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$9.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$8K
3
Bank of America
Bank of America
North Carolina
$51.2M
4
Millennium Management
Millennium Management
New York
$896K
5
Vanguard Group
Vanguard Group
Pennsylvania
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
326
Nomura Holdings
Japan
– -$436K -18,000 Closed
LSV Asset Management
327
LSV Asset Management
Illinois
– -$426K -17,600 Closed
EGM
328
Engineers Gate Manager
New York
– -$394K -16,251 Closed
MERSOM
329
Municipal Employees' Retirement System of Michigan
Michigan
– -$357K -14,720 Closed
ACM
330
AlphaCrest Capital Management
New York
– -$306K -12,614 Closed
Bank of Nova Scotia
331
Bank of Nova Scotia
Ontario, Canada
– -$273K -11,271 Closed
LWAC
332
Laurel Wealth Advisors (California)
California
– -$236K -9,729 Closed
AAS
333
Avantax Advisory Services
Texas
– -$223K -9,210 Closed
6M
334
6 Meridian
Kansas
– -$223K -9,209 Closed
AIL
335
AGF Investments LLC
Ontario, Canada
– -$141K -5,813 Closed
ICA
336
Infrastructure Capital Advisors
New York
– -$133K -5,500 Closed
LMAM
337
Legg Mason Asset Management
Japan
– -$109K -4,465 Closed
GT
338
Glenmede Trust
Pennsylvania
– -$251K -3,560 Closed
SC
339
Steph & Co
Wisconsin
– -$71K -2,927 Closed
ASN
340
Advisory Services Network
Georgia
– -$59K -2,437 Closed
PG
341
Pendal Group
Australia
– -$50.5K -2,086 Closed
DekaBank Deutsche Girozentrale
342
DekaBank Deutsche Girozentrale
Germany
– -$39K -1,430 Closed
MWA
343
Moser Wealth Advisors
Washington
– -$24K -995 Closed
ClearBridge Investments
344
ClearBridge Investments
New York
– -$20K -820 Closed
LM
345
Legg Mason
Maryland
– -$18K -726 Closed
CBT
346
Capital Bank & Trust
California
– -$10K -398 Closed
RFM
347
Royal Fund Management
Florida
– -$6K -286 Closed
CIA
348
CSat Investment Advisory
Michigan
– -$6K -261 Closed
PI
349
PineBridge Investments
New York
– -$6K -260 Closed
WT
350
Washington Trust
Rhode Island
– -$5K -200 Closed
11 12 13
14
15