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Encompass Health
EHC

316 hedge funds and large institutions have $3.75B invested in Encompass Health in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.01M

31% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 102

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less capital invested

Capital invested by funds: $3.86B → $3.75B (-$104M)

2% less funds holding

Funds holding: 321 → 316 (-5)

7.16% less ownership

Funds ownership: 130.82% → 123.65% (-7.2%)

Holders
316
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
7.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
40
Increased
134
Reduced
102
Closed
35
Calls
$3.02M
Puts
$1.01M
Net Calls
+$2M
Net Calls Change
-$7.11M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$388M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$40.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$15.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$14.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
GCM
Glenview Capital Management
New York
-$300M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$55.5M
3
HM
HealthCor Management
New York
-$41.3M
4
O
OppenheimerFunds
New York
-$23.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
301
Ledyard National Bank
$5K – – –
DAM
302
Delta Asset Management
Tennessee
$4K – – –
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
OFW
304
Omnia Family Wealth
Florida
$4K – – –
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$3K -$7.62K -232 -73%
MFW
306
Mosaic Family Wealth
Missouri
$3K – – –
FANJ
307
Financial Architects (New Jersey)
New Jersey
$3K +$2.69K +82 New
SPIA
308
Steward Partners Investment Advisory
New York
$3K +$3.32K +101 New
GT
309
Glenmede Trust
Pennsylvania
$3K +$3.42K +104 New
VCM
310
Versant Capital Management
Arizona
$2K -$1.08K -33 -28%
BL
311
Balentine LLC
Georgia
$2K – – –
VNA
312
Valley National Advisers
Pennsylvania
$2K – – –
CFG
313
Citizens Financial Group
Rhode Island
$1K -$525 -16 -31%
TSW
314
Thompson Siegel & Walmsley
Virginia
$1K – – –
GCM
315
Glenview Capital Management
New York
– -$300M -9,138,113 Closed
HM
316
HealthCor Management
New York
– -$41.3M -1,257,659 Closed
CCI
317
Columbus Circle Investors
– -$23.4M -714,377 Closed
CM
318
Castleark Management
Illinois
– -$11.1M -338,007 Closed
KCM
319
Kennedy Capital Management
Missouri
– -$8.55M -260,719 Closed
Susquehanna International Group
320
Susquehanna International Group
Pennsylvania
– -$6.82M -207,780 Closed
Rafferty Asset Management
321
Rafferty Asset Management
New York
– -$4.8M -146,340 Closed
CC
322
Coastland Capital
California
– -$2.58M -78,280 Closed
BCM
323
Bayesian Capital Management
New York
– -$812K -24,760 Closed
ICM
324
Ionic Capital Management
New York
– -$734K -22,365 Closed
CAM
325
ClariVest Asset Management
California
– -$725K -22,099 Closed
10 11 12
13
14

EHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2017, worth a combined $3.75B — down 2.7% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EHC positions and 35 closed out — a net gain of 5 holders — while 134 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $388M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $300M sold.

  • 316 institutional investors held Encompass Health (EHC) as of Q1 2017, down from 321 in Q4 2016.
  • Funds reported $3.75B of Encompass Health stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 40 funds opened new Encompass Health positions in Q1 2017 and 35 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q1 2017 was BlackRock, an estimated $388M added.
  • The largest Encompass Health seller in Q1 2017 was Glenview Capital Management, an estimated $300M sold.

Based on aggregated 13F filings for Q1 2017.