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Encompass Health

323 hedge funds and large institutions have $4.32B invested in Encompass Health in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,027% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $492K

61% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 93

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% less capital invested

Capital invested by funds: $4.51B → $4.32B (-$196M)

3% less funds holding

Funds holding: 333323 (-10)

12.39% less ownership

Funds ownership: 130.94%118.55% (-12%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

Holders
323
Holders Change
-10
Holders Change %
-3%
% of All Funds
8.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
150
Reduced
93
Closed
37
Calls
$10.5M
Puts
$492K
Net Calls
+$9.97M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
276
HL Financial Services
Kentucky
$204K
PTC
277
Petrus Trust Company
Texas
$201K
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$184K +$36.4K +1,021 +26%
AG
279
Advisor Group
Arizona
$166K +$22.3K +627 +16%
Group One Trading
280
Group One Trading
Illinois
$148K
FMT
281
First Mercantile Trust
Tennessee
$127K +$891 +25 +0.7%
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$100K +$95.5K +2,679 +7,879%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$93K
ASN
284
Advisory Services Network
Georgia
$88K
PHK
285
Point72 Hong Kong
Hong Kong
$84K +$81.3K +2,283 New
AIL
286
AGF Investments LLC
Ontario, Canada
$58K +$5.17K +145 +10%
Citigroup
287
Citigroup
New York
$57K +$25K +703 +83%
Fuller & Thaler Asset Management
288
Fuller & Thaler Asset Management
California
$56K +$53.7K +1,508 New
AIS
289
AlphaOne Investment Services
Pennsylvania
$54K +$52.4K +1,471 New
FHA
290
First Horizon Advisors
Tennessee
$51K
NO
291
Ninety One
South Africa
$47K +$4.49K +126 +11%
NIMI
292
Natixis Investment Managers International
France
$46K
ClearBridge Investments
293
ClearBridge Investments
New York
$46K +$4.67K +131 +12%
HNB
294
Huntington National Bank
Ohio
$39K -$46.5K -1,304 -56%
DVM
295
Dreman Value Management
Florida
$35K
AW
296
Alpha Windward
Massachusetts
$34K
Loomis, Sayles & Company
297
Loomis, Sayles & Company
Massachusetts
$28K +$3.99K +112 +17%
MAM
298
Meeder Asset Management
Ohio
$24K +$23.3K +654 New
OIA
299
OneDigital Investment Advisors
Kansas
$20K
WCBA
300
Weaver C. Barksdale & Associates
Tennessee
$20K +$891 +25 +5%

EHC Hedge Fund Activity: Q3 2017 in Review

323 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2017, worth a combined $4.32B — down 4.3% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EHC and 32 opened new positions — a net loss of 5 holders — while 93 trimmed existing stakes and 150 added.

The largest buyer was Vanguard Group, adding an estimated $56.9M. The largest seller was Invesco, cutting an estimated $46.4M.

  • 323 institutional investors held Encompass Health (EHC) as of Q3 2017, down from 333 in Q2 2017.
  • Funds reported $4.32B of Encompass Health stock for Q3 2017, down 4.3% quarter-over-quarter.
  • 32 funds opened new Encompass Health positions in Q3 2017 and 37 closed out, a net change of -5 holders.
  • The largest Encompass Health buyer in Q3 2017 was Vanguard Group, an estimated $56.9M added.
  • The largest Encompass Health seller in Q3 2017 was Invesco, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2017.