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EPR Properties
EPR

Overview Fund Activity

341 hedge funds and large institutions have $4.59B invested in EPR Properties in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 118 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
8.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
38
Increased
123
Reduced
118
Closed
35
Calls
$6.99M
Puts
$9.54M
Net Calls
-$2.56M
Net Calls Change
-$3.07M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$363M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$808M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$241M
4
Prudential Financial
4
Prudential Financial
New Jersey
$46.6M
5
American Century Companies
5
American Century Companies
Missouri
$24.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$44.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$19.5M
3
NIPH
3
NN Investment Partners Holdings
Netherlands
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$8.73M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
201
Alpine Woods Capital Investors
New York
$628K – – –
SG Americas Securities
202
SG Americas Securities
New York
$611K -$1.13M -16,193 -65%
FMBTD
203
First Midwest Bank Trust Division
Illinois
$605K +$17.9K +256 +3%
Stifel Financial
204
Stifel Financial
Missouri
$601K -$52.7K -761 -8%
JG
205
Jefferies Group
New York
$597K +$597K +8,555 New
NMIMC
206
Northwestern Mutual Investment Management Company
Wisconsin
$585K -$185K -2,645 -24%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$569K +$1.88K +27 +0.3%
SXL
208
Summit X LLC
Missouri
$558K +$25.8K +370 +5%
CSS
209
Cubist Systematic Strategies
Connecticut
$548K -$1.99M -28,502 -78%
NA
210
Neuburgh Advisers
California
$519K -$102K -1,462 -16%
SACTSONJ
211
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$488K – – –
DADC
212
D.A. Davidson & Co
Montana
$488K +$71.2K +1,021 +17%
Voloridge Investment Management
213
Voloridge Investment Management
Florida
$488K +$488K +6,998 New
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$484K -$214K -3,071 -31%
Lido Advisors
215
Lido Advisors
California
$484K +$484K +7,000 New
11A
216
10-15 Associates
New York
$470K +$470K +6,740 New
MC
217
Menta Capital
California
$467K +$467K +6,700 New
SCM
218
Shelton Capital Management
Colorado
$465K – – –
GW
219
GW & Wade
Massachusetts
$463K – – –
SBIA
220
Sheaff Brock Investment Advisors
Indiana
$456K +$209 +3 +0%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$452K -$4.95K -71 -1%
OAM
222
Oppenheimer Asset Management
New York
$440K +$440K +6,306 New
TSS
223
Two Sigma Securities
New York
$440K +$440K +6,307 New
BC
224
Brinker Capital
Pennsylvania
$439K +$439K +6,274 New
ONB
225
Old National Bancorp
Indiana
$438K -$17.4K -249 -4%
7 8
9
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