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EPR Properties

364 hedge funds and large institutions have $4.77B invested in EPR Properties in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
8.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
45
Increased
140
Reduced
116
Closed
27
Calls
$16M
Puts
$17M
Net Calls
-$960K
Net Calls Change
+$788K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
176
Coldstream Capital Management
Washington
$987K +$119K +1,739 +14%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$959K +$89.3K +1,305 +10%
NSEDCP
178
NJ State Employees Deferred Compensation Plan
New Jersey
$958K -$411K -6,000 -30%
XK
179
Xact Kapitalforvaltning
Sweden
$911K +$232K +3,400 +34%
LMGAM
180
Liberty Mutual Group Asset Management
Massachusetts
$881K
Baird Financial Group
181
Baird Financial Group
Wisconsin
$878K +$2.03K +30 +0.2%
BC
182
Brinker Capital
Pennsylvania
$853K +$3.42K +50 +0.4%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$853K +$133K +1,945 +18%
Russell Investments Group
184
Russell Investments Group
United Kingdom
$831K +$275K +4,013 +49%
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$820K -$140K -2,044 -15%
Janus Henderson Group
186
Janus Henderson Group
United Kingdom
$814K +$814K +11,900 New
TRSOTSOK
187
Teachers Retirement System of the State of Kentucky
Kentucky
$800K -$116K -1,700 -13%
RWA
188
Ropes Wealth Advisors
Massachusetts
$793K -$6.02K -88 -0.8%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$783K +$142K +2,072 +22%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$768K +$29.4K +430 +4%
USAA
191
United Services Automobile Association
Texas
$762K +$62.5K +914 +9%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$758K -$57.6K -842 -7%
NJBEST
193
New Jersey Better Educational Savings Trust
New Jersey
$753K -$205K -3,000 -21%
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$737K -$194K -2,844 -21%
PA
195
Profund Advisors
Maryland
$727K +$233K +3,407 +47%
Balyasny Asset Management
196
Balyasny Asset Management
Illinois
$704K -$1.07M -15,626 -60%
QIM
197
Quantitative Investment Management
Virginia
$704K +$704K +10,300 New
Lido Advisors
198
Lido Advisors
California
$687K +$687K +10,000 New
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$649K +$16.4K +239 +3%
SAM
200
Securian Asset Management
Minnesota
$623K +$73.1K +1,068 +13%