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Encompass Health

395 hedge funds and large institutions have $5.66B invested in Encompass Health in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 155 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $5.26B → $5.66B (+$396M)

1.42% less ownership

Funds ownership: 115.22%113.79% (-1.4%)

7% less funds holding

Funds holding: 427395 (-32)

11% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 155

35% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 69

42% less call options, than puts

Call options by funds: $7.41M | Put options by funds: $12.8M

Holders
395
Holders Change
-32
Holders Change %
-7.49%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
45
Increased
138
Reduced
155
Closed
69
Calls
$7.41M
Puts
$12.8M
Net Calls
-$5.38M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
S
351
SignatureFD
Georgia
$18K
EWM
352
Executive Wealth Management
Michigan
$16K
PFO
353
Pathstone Family Office
New Jersey
$15K
AP
354
Arlington Partners
Alabama
$15K +$14.1K +290 New
FPS
355
Fieldpoint Private Securities
Connecticut
$15K +$14.5K +299 New
SPIA
356
Steward Partners Investment Advisory
New York
$14K +$13.9K +287 New
POIA
357
Pin Oak Investment Advisors
Texas
$13K
NCM
358
Next Capital Management
New York
$13K +$12.7K +261 New
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
AF
360
Advisornet Financial
Minnesota
$11K
CIA
361
CSat Investment Advisory
Michigan
$11K +$10.2K +211 New
PCG
362
Private Capital Group
Connecticut
$10K -$58K -1,195 -87%
PCM
363
Prelude Capital Management
New York
$10K +$9.17K +189 New
FGAM
364
Financial Gravity Asset Management
Texas
$10K +$9.32K +192 +2,400%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$8K +$5K +103 +219%
LWCFA
366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$7.81K +161 New
TAIM
367
TD Ameritrade Investment Management
Nebraska
$8K +$7.91K +163 New
CFG
368
Citizens Financial Group
Rhode Island
$7K +$825 +17 +14%
CAW
369
Cornerstone Advisors (Washington)
Washington
$7K +$4.32K +89 +171%
BAMG
370
Brand Asset Management Group
Missouri
$6K
DAM
371
Delta Asset Management
Tennessee
$6K
AIL
372
AGF Investments LLC
Ontario, Canada
$5K -$263K -5,417 -98%
KFS
373
Kelly Financial Services
Massachusetts
$4.31K
EARNEST Partners
374
EARNEST Partners
Georgia
$4K
HGWM
375
Harvest Group Wealth Management
Massachusetts
$4K

EHC Hedge Fund Activity: Q2 2019 in Review

395 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q2 2019, worth a combined $5.66B — up 7.5% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of EHC and 45 opened new positions — a net loss of 24 holders — while 155 trimmed existing stakes and 138 added.

The largest buyer was Wellington Management Group, adding an estimated $121M. The largest seller was APG Asset Management, cutting an estimated $93.6M.

  • 395 institutional investors held Encompass Health (EHC) as of Q2 2019, down from 427 in Q1 2019.
  • Funds reported $5.66B of Encompass Health stock for Q2 2019, up 7.5% quarter-over-quarter.
  • 45 funds opened new Encompass Health positions in Q2 2019 and 69 closed out, a net change of -24 holders.
  • The largest Encompass Health buyer in Q2 2019 was Wellington Management Group, an estimated $121M added.
  • The largest Encompass Health seller in Q2 2019 was APG Asset Management, an estimated $93.6M sold.

Based on aggregated 13F filings for Q2 2019.