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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
FIB
301
First Interstate Bank
Montana
$18K
IA
302
IFP Advisors
Florida
$18K +$820 +23 +5%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.27K
CHP
304
Cable Hill Partners
Oregon
$9K -$214 -6 -2%
PA
305
Parallel Advisors
California
$5K -$178 -5 -3%
DAM
306
Delta Asset Management
Tennessee
$5K
LNB
307
Ledyard National Bank
$5K
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.14K +32 +37%
GT
309
Glenmede Trust
Pennsylvania
$3K
SPIA
310
Steward Partners Investment Advisory
New York
$3K
VCM
311
Versant Capital Management
Arizona
$3K +$855 +24 +29%
SHJ
312
Sharkey, Howes & Javer
Colorado
$3K +$2.56K +72 New
TCOV
313
Trust Company of Vermont
Vermont
$2K -$4.7K -132 -71%
BL
314
Balentine LLC
Georgia
$2K
VNA
315
Valley National Advisers
Pennsylvania
$2K
OFW
316
Omnia Family Wealth
Florida
$1K -$2.78K -78 -68%
AssetMark Inc
317
AssetMark Inc
California
$1K
ZB
318
Zions Bancorporation
Utah
$1K +$1.03K +29 New
OC
319
Oakworth Capital
Alabama
$1K +$1.35K +38 New
QCG
320
Quadrant Capital Group
Ohio
$1K +$1.85K +52 New
MSL
321
Mackay Shields LLC
New York
-$39.6M -1,029,504 Closed
Janus Henderson Group
322
Janus Henderson Group
United Kingdom
-$20.1M -521,611 Closed
Arrowstreet Capital
323
Arrowstreet Capital
Massachusetts
-$11.8M -307,418 Closed
Voloridge Investment Management
324
Voloridge Investment Management
Florida
-$6.79M -176,455 Closed
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
-$4.81M -124,462 Closed

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.