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Encompass Health
EHC

241 hedge funds and large institutions have $3.2B invested in Encompass Health in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $3.69M

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $2.92B → $3.2B (+$278M)

4.27% more ownership

Funds ownership: 115.73% → 120% (+4.3%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% less funds holding

Funds holding: 244 → 241 (-3)

Holders
241
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
34
Increased
93
Reduced
78
Closed
32
Calls
$10.2M
Puts
$3.69M
Net Calls
+$6.56M
Net Calls Change
+$10.9M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
+$61.2M
2
HM
HealthCor Management
New York
+$38.2M
3
Wells Fargo
Wells Fargo
California
+$30.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$40.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$25.9M
3
FCM
Frontier Capital Management
Massachusetts
-$22.6M
4
AR
Advisory Research
Illinois
-$21.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
226
Joel Isaacson & Co
New York
$2K – – –
MFW
227
Mosaic Family Wealth
Missouri
$2K – – –
VNA
228
Valley National Advisers
Pennsylvania
$2K +$28 +1 +2%
VCM
229
Versant Capital Management
Arizona
$2K +$1.57K +57 +438%
WTB
230
Washington Trust Bank
Washington
$2K +$1.66K +60 New
KKAMG
231
Kernodle & Katon Asset Management Group
Arkansas
$2K +$1.91K +69 New
MWP
232
MYCIO Wealth Partners
Pennsylvania
$2K +$2.15K +78 New
PIA
233
Piedmont Investment Advisors
North Carolina
$1.66K – – –
IA
234
IFP Advisors
Florida
$1K -$43.3K -1,567 -99%
QCG
235
Quadrant Capital Group
Ohio
$1K – – –
ZB
236
Zions Bancorporation
Utah
$1K – – –
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.22K +44 New
SI
238
Sentry Investments
Ontario, Canada
$224 -$27.8K -1,006 -12%
Millennium Management
239
Millennium Management
New York
– -$6.84M -247,112 Closed
Marshall Wace
240
Marshall Wace
United Kingdom
– -$4.11M -148,546 Closed
HHC
241
Hutchin Hill Capital
New York
– -$4.03M -145,561 Closed
EGM
242
Engineers Gate Manager
New York
– -$2.93M -105,777 Closed
RI
243
Redwood Investments
Massachusetts
– -$1.72M -62,057 Closed
MCM
244
McKinley Capital Management
Alaska
– -$1.66M -59,814 Closed
KCM
245
Kornitzer Capital Management
Kansas
– -$1.59M -57,415 Closed
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
– -$1.46M -52,656 Closed
MCM
247
Mazama Capital Management
Oregon
– -$1.14M -41,230 Closed
HCM
248
Highbridge Capital Management
New York
– -$1.05M -37,970 Closed
BG
249
Bahl & Gaynor
Ohio
– -$1.04M -37,666 Closed
GH
250
GAM Holding
Switzerland
– -$1.03M -37,333 Closed
7 8 9
10
11

EHC Hedge Fund Activity: Q1 2016 in Review

241 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2016, worth a combined $3.2B — up 9.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EHC positions and 32 closed out — a net gain of 2 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $61.2M. The largest seller was William Blair Investment Management, cutting an estimated $40.3M.

  • 241 institutional investors held Encompass Health (EHC) as of Q1 2016, down from 244 in Q4 2015.
  • Funds reported $3.2B of Encompass Health stock for Q1 2016, up 9.5% quarter-over-quarter.
  • 34 funds opened new Encompass Health positions in Q1 2016 and 32 closed out, a net change of +2 holders.
  • The largest Encompass Health buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $61.2M added.
  • The largest Encompass Health seller in Q1 2016 was William Blair Investment Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2016.