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Encompass Health
EHC

270 hedge funds and large institutions have $3.48B invested in Encompass Health in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $8.07M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

2.97% more ownership

Funds ownership: 120.56% → 123.53% (+3%)

2% more funds holding

Funds holding: 265 → 270 (+5)

4% more capital invested

Capital invested by funds: $3.35B → $3.48B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
7.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
100
Reduced
90
Closed
26
Calls
$30.8M
Puts
$8.07M
Net Calls
+$22.7M
Net Calls Change
+$5.64M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$55M
2
SFM
Systematic Financial Management
New Jersey
+$32M
3
Comerica Bank
Comerica Bank
Texas
+$17.5M
4
BA
Boston Advisors
Massachusetts
+$13.6M
5
NFA
Nationwide Fund Advisors
Ohio
+$12.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
AR
Advisory Research
Illinois
-$22.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.9M
5
AGA
Altrinsic Global Advisors
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
276
Walleye Trading
New York
– -$661K -20,395 Closed
MF
277
Magnetar Financial
Illinois
– -$494K -15,995 Closed
Natixis Advisors
278
Natixis Advisors
Massachusetts
– -$442K -14,308 Closed
DT
279
Diversified Trust
Tennessee
– -$365K -11,828 Closed
Fiera Capital (Canada)
280
Fiera Capital (Canada)
Quebec, Canada
– -$342K -11,062 Closed
GVT
281
Genesee Valley Trust
New York
– -$316K -10,234 Closed
Capstone Investment Advisors
282
Capstone Investment Advisors
New York
– -$283K -9,176 Closed
Two Sigma Advisers
283
Two Sigma Advisers
New York
– -$231K -7,470 Closed
VAM
284
Visium Asset Management
New York
– -$217K -7,048 Closed
BFM
285
Boothbay Fund Management
New York
– -$211K -6,817 Closed
B
286
Barings
North Carolina
– -$210K -6,813 Closed
TGI
287
Tradewinds Global Investors
California
– -$202K -6,541 Closed
KPCM
288
Kings Point Capital Management
New York
– -$177K -5,719 Closed
CCA
289
Checchi Capital Advisers
California
– -$29K -931 Closed
WP
290
WealthPLAN Partners
Nebraska
– -$17 -553 Closed
FNBT
291
FineMark National Bank & Trust
Florida
– -$5K -168 Closed
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -138 Closed
VCM
293
Vigilant Capital Management
Maine
– -$3K -82 Closed
WTB
294
Washington Trust Bank
Washington
– -$2K -60 Closed
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
– -$1K -30 Closed
8 9 10 11
12

EHC Hedge Fund Activity: Q3 2016 in Review

270 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2016, worth a combined $3.48B — up 3.9% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EHC positions and 26 closed out — a net gain of 11 holders — while 100 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $55M. The largest seller was Invesco, cutting an estimated $26.2M.

  • 270 institutional investors held Encompass Health (EHC) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.48B of Encompass Health stock for Q3 2016, up 3.9% quarter-over-quarter.
  • 37 funds opened new Encompass Health positions in Q3 2016 and 26 closed out, a net change of +11 holders.
  • The largest Encompass Health buyer in Q3 2016 was William Blair Investment Management, an estimated $55M added.
  • The largest Encompass Health seller in Q3 2016 was Invesco, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2016.