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EPR Properties
EPR

Overview Fund Activity

335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.

Holders
335
Holders Change
-90
Holders Change %
-21.18%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
127
Reduced
106
Closed
131
Calls
$8.01M
Puts
$21.8M
Net Calls
-$13.8M
Net Calls Change
+$8.66M

Top Buyers

1
NTCM
1
Nut Tree Capital Management
New York
$46M
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$69.3M
4
BlackRock
4
BlackRock
New York
$260M
5
Millennium Management
5
Millennium Management
New York
$12.7M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$65.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.58M
3
Invesco
3
Invesco
Georgia
$42.3M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
SI
5
Scout Investments
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
– – -60 Closed
OSAM
452
O'Shaughnessy Asset Management
Connecticut
– – -36 Closed
LFA
453
Lighthouse Financial Advisors
Maryland
– – -31 Closed
TL
454
TrueWealth LLC
Georgia
– – -31 Closed
HWM
455
HighMark Wealth Management
Minnesota
– – -30 Closed
HGWM
456
Harvest Group Wealth Management
Massachusetts
– – -29 Closed
TFO
457
Tarbox Family Office
California
– – -15 Closed
PWP
458
Personal Wealth Partners
Minnesota
– – -3 Closed
AA
459
AlphaMark Advisors
Kentucky
– – -1 Closed
AWM
460
Avior Wealth Management
Nebraska
$0 32 – –
BFC
461
Bedel Financial Consulting
Indiana
– – – –
EARNEST Partners
462
EARNEST Partners
Georgia
$0 20 – –
APC
463
Aspire Private Capital
North Carolina
– – – –
Simplex Trading
464
Simplex Trading
Illinois
– – – –
NC
465
NewSquare Capital
Pennsylvania
– – – –
MIM
466
Macroview Investment Management
Maryland
$0 5 – –
ES
467
Equitec Specialists
Illinois
– – – –
Group One Trading
468
Group One Trading
Illinois
– – – –
DOA
469
D'Orazio & Associates
Virginia
$0 12 – –
FWM
470
Filbrandt Wealth Management
Wisconsin
$0 10 +10 New
BC
471
Bartlett & Co
Ohio
$0 14 +14 New
MRCM
472
M&R Capital Management
New Jersey
$0 33 +33 New
15 16 17 18
19