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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
AIA
251
Affinity Investment Advisors
California
$242K – – –
LPL Financial
252
LPL Financial
California
$238K +$233K +7,180 New
WAM
253
World Asset Management
Michigan
$225K +$222K +6,846 New
SI
254
Sentry Investments
Ontario, Canada
$221K +$4.09K +126 +2%
KKAMG
255
Kernodle & Katon Asset Management Group
Arkansas
$200K +$12.8K +396 +7%
MCIM
256
Meadow Creek Investment Management
Georgia
$192K +$190K +5,855 New
CG
257
Cutler Group
California
$172K +$154K +4,759 +948%
NIT
258
NumerixS Investment Technologies
British Columbia, Canada
$169K +$89.7K +2,766 +116%
AIM
259
Acrospire Investment Management
Illinois
$165K -$12.2K -377 -7%
RFS
260
Rockefeller Financial Services
New York
$165K +$163K +5,028 New
EP
261
Elkfork Partners
Oregon
$158K +$156K +4,822 New
QI
262
QS Investors
New York
$157K +$6.78K +209 +5%
WAM
263
Wolverine Asset Management
Illinois
$143K +$20.4K +628 +17%
Zurich Cantonal Bank
264
Zurich Cantonal Bank
Switzerland
$127K -$143K -4,400 -53%
GHCM
265
Glen Harbor Capital Management
California
$124K +$123K +3,789 New
Nomura Holdings
266
Nomura Holdings
Japan
$113K +$111K +3,424 New
PAM
267
Panagora Asset Management
Massachusetts
$109K -$233K -7,190 -68%
HSA
268
Hussman Strategic Advisors
Maryland
$99K +$97.9K +3,017 New
RCM
269
Riverhead Capital Management
Delaware
$99K +$97.9K +3,017 New
FAM
270
Fortaleza Asset Management
Illinois
$98K – – –
PCM
271
Prelude Capital Management
New York
$98K +$96.9K +2,987 New
WA
272
WFG Advisors
Texas
$91K – – –
NA
273
Neuburgh Advisers
California
$90K +$89.4K +2,755 New
TRCT
274
Tower Research Capital (TRC)
New York
$87K +$40.6K +1,252 +89%
FHA
275
First Horizon Advisors
Tennessee
$86K – – –
9 10
11
12 13

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.