We are live on ! Find out more
EHC icon

Encompass Health
EHC

321 hedge funds and large institutions have $3.86B invested in Encompass Health in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 20

242% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.76M

65% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 79

19% more funds holding

Funds holding: 270 → 321 (+51)

11% more capital invested

Capital invested by funds: $3.48B → $3.86B (+$374M)

7.29% more ownership

Funds ownership: 123.53% → 130.82% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
321
Holders Change
+51
Holders Change %
+18.89%
% of All Funds
8.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
74
Increased
130
Reduced
79
Closed
20
Calls
$12.9M
Puts
$3.76M
Net Calls
+$9.11M
Net Calls Change
-$13.6M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$118M
2
State Street
State Street
Massachusetts
+$46.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$21.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.7M
3
Goldman Sachs
Goldman Sachs
New York
-$37M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$35.6M
5
HM
HealthCor Management
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JG
226
Jefferies Group
New York
$449K -$119K -3,653 -21%
WCM
227
Washington Capital Management
Washington
$441K – – –
CAM
228
Capstone Asset Management
Texas
$420K +$416K +12,815 New
Squarepoint
229
Squarepoint
New York
$419K -$42.4K -1,307 -9%
CMANY
230
Capital Management Associates (New York)
New York
$412K – – –
TI
231
Turner Investments
Pennsylvania
$412K +$408K +12,570 New
CCMG
232
Clark Capital Management Group
Pennsylvania
$407K -$7.82K -241 -2%
OCG
233
Opus Capital Group
Ohio
$385K +$163K +5,026 +75%
Pacer Advisors
234
Pacer Advisors
Pennsylvania
$377K +$47.7K +1,469 +15%
DADC
235
D.A. Davidson & Co
Montana
$328K +$19.2K +591 +6%
RFCA
236
R&F Capital Advisors
New York
$318K +$315K +9,707 New
RG
237
Renaissance Group
Kentucky
$314K +$3.31K +102 +1%
N
238
Natixis
France
$312K +$308K +9,500 New
UCFA
239
United Capital Financial Advisors
Texas
$309K -$65 -2 -0%
ACM
240
Americafirst Capital Management
California
$300K +$297K +9,142 New
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$295K -$104K -3,192 -26%
CG
242
Clinton Group
New York
$294K +$291K +8,956 New
Walleye Trading
243
Walleye Trading
New York
$293K +$290K +8,935 New
AAM
244
Advisors Asset Management
Colorado
$290K +$253K +7,792 +745%
JMPWA
245
JP Morgan Private Wealth Advisors
California
$280K -$63.9K -1,970 -19%
LIA
246
LS Investment Advisors
Michigan
$273K +$270K +8,316 New
LTFS
247
Ladenburg Thalmann Financial Services
Florida
$260K +$487 +15 +0.2%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$258K +$255K +7,861 New
Baird Financial Group
249
Baird Financial Group
Wisconsin
$245K -$102K -3,155 -30%
CIM
250
Calvert Investment Management
Maryland
$243K -$2.92K -90 -1%
8 9
10
11 12

EHC Hedge Fund Activity: Q4 2016 in Review

321 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2016, worth a combined $3.86B — up 11% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EHC positions and 20 closed out — a net gain of 54 holders — while 130 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $118M. The largest seller was Victory Capital Management, cutting an estimated $53M.

  • 321 institutional investors held Encompass Health (EHC) as of Q4 2016, up from 270 in Q3 2016.
  • Funds reported $3.86B of Encompass Health stock for Q4 2016, up 11% quarter-over-quarter.
  • 74 funds opened new Encompass Health positions in Q4 2016 and 20 closed out, a net change of +54 holders.
  • The largest Encompass Health buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $118M added.
  • The largest Encompass Health seller in Q4 2016 was Victory Capital Management, an estimated $53M sold.

Based on aggregated 13F filings for Q4 2016.