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EPR Properties
EPR

Overview Fund Activity

425 hedge funds and large institutions have $4.72B invested in EPR Properties in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
8.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
71
Increased
144
Reduced
130
Closed
39
Calls
$13.4M
Puts
$35.9M
Net Calls
-$22.5M
Net Calls Change
-$19.3M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$74.6M
2
BlackRock
BlackRock
New York
$702M
3
Invesco
Invesco
Georgia
$248M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$26.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$74.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.5M
2
State Street
State Street
Massachusetts
$209M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$127M
4
MAM
Martingale Asset Management
Massachusetts
$6.13M
5
AllianceBernstein
AllianceBernstein
Tennessee
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
201
Ropes Wealth Advisors
Massachusetts
$844K -$169K -2,390 -17%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$843K +$843K +11,921 New
CEP
203
Chicago Equity Partners
Illinois
$826K – – –
Neuberger Berman Group
204
Neuberger Berman Group
New York
$813K +$123K +1,735 +18%
Mirae Asset Global Investments
205
Mirae Asset Global Investments
South Korea
$799K -$221K -3,138 -22%
FM
206
Foster & Motley
Ohio
$790K -$253K -3,585 -24%
LWAC
207
Laurel Wealth Advisors (California)
California
$784K -$12.6K -179 -2%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$777K +$26.9K +381 +4%
US Bancorp
209
US Bancorp
Minnesota
$763K -$45.6K -645 -6%
FAAS
210
First Allied Advisory Services
California
$763K +$73.6K +1,049 +11%
CC
211
Cipher Capital
New York
$759K -$1.03M -14,574 -58%
PRWA
212
Platte River Wealth Advisors
Colorado
$756K +$756K +10,588 New
JCM
213
Jag Capital Management
Missouri
$736K +$143K +2,021 +24%
M&T Bank
214
M&T Bank
New York
$727K +$81.5K +1,155 +13%
AWM
215
AE Wealth Management
Kansas
$715K +$102K +1,446 +17%
BC
216
Brinker Capital
Pennsylvania
$714K -$104K -1,469 -13%
FWIA
217
Fort Washington Investment Advisors
Ohio
$692K +$261K +3,700 +61%
WAM
218
Wolverine Asset Management
Illinois
$675K +$3.1K +44 +0.5%
BI
219
Bramshill Investments
Florida
$660K – – –
HEIP
220
Hudson Edge Investment Partners
New Jersey
$659K +$115K +1,635 +21%
P
221
&Partners
Tennessee
$607K +$307K +4,350 +102%
SG Americas Securities
222
SG Americas Securities
New York
$600K -$54.5K -771 -8%
HSBC Holdings
223
HSBC Holdings
United Kingdom
$596K -$101K -1,437 -14%
B
224
Bailard
California
$586K +$297K +4,200 +102%
JSL
225
JT Stratford LLC
Georgia
$585K -$71.8K -1,016 -11%
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