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Encompass Health

360 hedge funds and large institutions have $5.62B invested in Encompass Health in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0.69% less ownership

Funds ownership: 113.79%113.1% (-0.69%)

1% less capital invested

Capital invested by funds: $5.66B → $5.62B (-$41.8M)

9% less funds holding

Funds holding: 395360 (-35)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 155

47% less call options, than puts

Call options by funds: $5.46M | Put options by funds: $10.4M

54% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 61

Holders
360
Holders Change
-35
Holders Change %
-8.86%
% of All Funds
7.89%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
28
Increased
114
Reduced
155
Closed
61
Calls
$5.46M
Puts
$10.4M
Net Calls
-$4.9M
Net Calls Change
+$485K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$80K
PCG
302
Private Capital Group
Connecticut
$76K +$66.7K +1,327 +733%
BWM
303
BerganKDV Wealth Management
Minnesota
$63K
JCM
304
Jacobi Capital Management
Pennsylvania
$63K
WAM
305
Wolverine Asset Management
Illinois
$63K +$63.3K +1,260 New
CFGS
306
Concourse Financial Group Securities
Alabama
$60K -$7.84K -156 -12%
ST
307
Smithfield Trust
Pennsylvania
$45K
GWMIA
308
Global Wealth Management Investment Advisory
Florida
$43K
TRCT
309
Tower Research Capital (TRC)
New York
$41K -$431K -8,573 -91%
PB
310
Pinnacle Bancorp
Nebraska
$40K
FPS
311
Fieldpoint Private Securities
Connecticut
$35K +$19.7K +392 +131%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$151 -3 -0.5%
WCM
313
Whitener Capital Management
North Carolina
$31K
GWM
314
Geneos Wealth Management
Colorado
$31K +$452 +9 +1%
APA
315
American Portfolios Advisors
New York
$29.2K +$3.62K +72 +14%
FHA
316
First Horizon Advisors
Tennessee
$27K -$40.8K -813 -60%
HNB
317
Huntington National Bank
Ohio
$22K -$80.1K -1,594 -79%
FIB
318
First Interstate Bank
Montana
$20K
S
319
SignatureFD
Georgia
$16K -$1.96K -39 -11%
PFO
320
Pathstone Family Office
New Jersey
$15K
SPIA
321
Steward Partners Investment Advisory
New York
$14K
PA
322
Parallel Advisors
California
$13K -$5.73K -114 -31%
POIA
323
Pin Oak Investment Advisors
Texas
$13K
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
CIA
325
CSat Investment Advisory
Michigan
$12K +$1.76K +35 +17%

EHC Hedge Fund Activity: Q3 2019 in Review

360 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2019, worth a combined $5.62B — down 0.74% from $5.66B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EHC and 28 opened new positions — a net loss of 33 holders — while 155 trimmed existing stakes and 114 added.

The largest buyer was Wellington Management Group, adding an estimated $194M. The largest seller was APG Asset Management, cutting an estimated $71.6M.

  • 360 institutional investors held Encompass Health (EHC) as of Q3 2019, down from 395 in Q2 2019.
  • Funds reported $5.62B of Encompass Health stock for Q3 2019, down 0.74% quarter-over-quarter.
  • 28 funds opened new Encompass Health positions in Q3 2019 and 61 closed out, a net change of -33 holders.
  • The largest Encompass Health buyer in Q3 2019 was Wellington Management Group, an estimated $194M added.
  • The largest Encompass Health seller in Q3 2019 was APG Asset Management, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2019.