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EPR Properties

320 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 113 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $14.6M

3% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 113

0.69% more ownership

Funds ownership: 78.4%79.08% (+0.69%)

5% less funds holding

Funds holding: 336320 (-16)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

23% less capital invested

Capital invested by funds: $2.75B → $2.13B (-$623M)

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
116
Reduced
113
Closed
50
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
201
VOYA Investment Management
Georgia
$342K -$36.6K -776 -8%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$334K +$69.9K +1,482 +19%
NYLIM
203
New York Life Investment Management
New York
$330K -$1.01M -21,334 -70%
Jane Street
204
Jane Street
New York
$330K -$487K -10,314 -53%
ASFA
205
All Season Financial Advisors
Colorado
$319K +$18.7K +397 +5%
X
206
Xponance
Pennsylvania
$317K +$47 +1 +0%
SPC
207
Sigma Planning Corp
Michigan
$305K +$85.9K +1,820 +27%
SEI Investments
208
SEI Investments
Pennsylvania
$303K -$3.26M -69,049 -89%
GCP
209
GSA Capital Partners
United Kingdom
$303K +$398K +8,444 New
SCM
210
Schnieders Capital Management
California
$302K -$187K -3,954 -32%
SFI
211
Susquehanna Fundamental Investments
Pennsylvania
$301K +$396K +8,400 New
NAM
212
Nissay Asset Management
Japan
$283K +$15.5K +328 +4%
BC
213
Bridgefront Capital
Texas
$283K +$373K +7,901 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$281K -$30.6K -649 -8%
PS
215
Pensionfund Sabic
Netherlands
$280K +$70.8K +1,500 +24%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$272K +$3.4K +72 +1%
WG
217
Winton Group
United Kingdom
$271K +$356K +7,554 New
MWPCG
218
Measured Wealth Private Client Group
New Hampshire
$270K +$356K +7,543 New
PWA
219
PCG Wealth Advisors
Kansas
$262K +$344K +7,284 New
MML Investors Services
220
MML Investors Services
Massachusetts
$254K +$66.3K +1,404 +25%
CAN
221
Cetera Advisor Networks
California
$253K +$44.1K +934 +15%
Acadian Asset Management
222
Acadian Asset Management
Massachusetts
$251K +$40.8K +864 +14%
SAM
223
Securian Asset Management
Minnesota
$245K
JCIA
224
Jackson Creek Investment Advisors
Colorado
$237K -$3.87K -82 -1%
PCM
225
Penserra Capital Management
California
$237K +$30.2K +640 +11%