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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
BFEC
276
Benjamin F. Edwards & Company
Missouri
$82K – – –
AG
277
Advisor Group
Arizona
$76K -$4.15K -128 -5%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$74K -$122K -3,764 -63%
Point72 Asset Management
279
Point72 Asset Management
Connecticut
$58K +$57.1K +1,760 New
AIL
280
AGF Investments LLC
Ontario, Canada
$55K +$53.3K +1,642 New
Creative Planning
281
Creative Planning
Kansas
$46K +$1.33K +41 +3%
MFS
282
MSI Financial Services
Massachusetts
$45K – – –
LCM
283
Legato Capital Management
California
$43.2K +$42.7K +1,316 New
PHK
284
Point72 Hong Kong
Hong Kong
$43K +$14.4K +445 +51%
NIMI
285
Natixis Investment Managers International
France
$41K +$40.8K +1,257 New
AW
286
Alpha Windward
Massachusetts
$38K +$37.7K +1,163 New
NO
287
Ninety One
South Africa
$37K +$2.53K +78 +7%
CPP
288
Crow Point Partners
Massachusetts
$32K -$159K -4,896 -83%
HFM
289
Harvest Fund Management
China
$32K +$31.8K +979 New
Loomis, Sayles & Company
290
Loomis, Sayles & Company
Massachusetts
$28K -$16.4K -504 -37%
Nomura Asset Management
291
Nomura Asset Management
Japan
$24K +$23.6K +729 New
BJ
292
BlackRock Japan
Japan
$23K – – –
SF
293
Synovus Financial
Georgia
$21K +$20.4K +629 New
BIG
294
Bellwether Investment Group
Tennessee
$20K +$19.6K +603 New
WCBA
295
Weaver C. Barksdale & Associates
Tennessee
$20K +$19.7K +606 New
FIB
296
First Interstate Bank
Montana
$16K – – –
EF
297
Empirical Finance
Pennsylvania
$14K +$13.3K +411 New
Acadian Asset Management
298
Acadian Asset Management
Massachusetts
$11K +$1.65K +51 +18%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.3K +319 New
Lazard Asset Management
300
Lazard Asset Management
New York
$9K – – –
10 11
12
13 14

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.