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Encompass Health

397 hedge funds and large institutions have $6.24B invested in Encompass Health in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 112 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $5.62B → $6.24B (+$628M)

11% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $23.2M

10% more funds holding

Funds holding: 360397 (+37)

1.79% more ownership

Funds ownership: 113.1%114.89% (+1.8%)

21% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 142

Holders
397
Holders Change
+37
Holders Change %
+10.28%
% of All Funds
7.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
83
Increased
112
Reduced
142
Closed
37
Calls
$25.8M
Puts
$23.2M
Net Calls
+$2.54M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
326
Quadrant Capital Group
Ohio
$109K +$4.29K +79 +4%
CFGS
327
Concourse Financial Group Securities
Alabama
$106K +$39K +719 +60%
PAM
328
Paradigm Asset Management
New York
$104K +$102K +1,886 New
ED
329
Exane Derivatives
France
$98.7K
GRP
330
Global Retirement Partners
California
$86K -$1.79K -33 -2%
Walleye Capital
331
Walleye Capital
New York
$77K +$75.7K +1,395 New
BWM
332
BerganKDV Wealth Management
Minnesota
$69K
JCM
333
Jacobi Capital Management
Pennsylvania
$69K
PCG
334
Private Capital Group
Connecticut
$66K -$16.4K -303 -20%
FPS
335
Fieldpoint Private Securities
Connecticut
$66K +$27.7K +511 +74%
ST
336
Smithfield Trust
Pennsylvania
$49K
GWMIA
337
Global Wealth Management Investment Advisory
Florida
$47K
Twin Tree Management
338
Twin Tree Management
Texas
$46K -$694K -12,795 -94%
AP
339
Advisors Preferred
Maryland
$45K +$44K +810 New
PB
340
Pinnacle Bancorp
Nebraska
$44K
HFM
341
Harvest Fund Management
China
$39K +$34.5K +636 New
EP
342
Eudaimonia Partners
Tennessee
$38K +$37K +681 New
AWA
343
Arkadios Wealth Advisors
Georgia
$37.6K +$31.1K +574 New
RIA
344
Realta Investment Advisors
Delaware
$37K +$35.7K +657 New
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$109 -2 -0.3%
Chevy Chase Trust
346
Chevy Chase Trust
Maryland
$35K +$34.4K +634 New
FHA
347
First Horizon Advisors
Tennessee
$30K -$326 -6 -1%
AP
348
Americana Partners
Texas
$30K +$30.2K +556 New
GWM
349
Geneos Wealth Management
Colorado
$28K -$6.19K -114 -18%
CFB
350
Cullen/Frost Bankers
Texas
$28K +$27.3K +503 New

EHC Hedge Fund Activity: Q4 2019 in Review

397 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2019, worth a combined $6.24B — up 11% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EHC positions and 37 closed out — a net gain of 46 holders — while 112 added to existing stakes and 142 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $213M. The largest seller was Point72 Asset Management, cutting an estimated $76.6M.

  • 397 institutional investors held Encompass Health (EHC) as of Q4 2019, up from 360 in Q3 2019.
  • Funds reported $6.24B of Encompass Health stock for Q4 2019, up 11% quarter-over-quarter.
  • 83 funds opened new Encompass Health positions in Q4 2019 and 37 closed out, a net change of +46 holders.
  • The largest Encompass Health buyer in Q4 2019 was Wellington Management Group, an estimated $213M added.
  • The largest Encompass Health seller in Q4 2019 was Point72 Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2019.