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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
LWA
376
Lenox Wealth Advisors
New York
$5K
KFS
377
Kelly Financial Services
Massachusetts
$4.71K
TPCW
378
TD Private Client Wealth
New York
$4.02K +$3.96K +73 New
BFEC
379
Benjamin F. Edwards & Company
Missouri
$4K
WCG
380
Weaver Consulting Group
California
$4K
BL
381
Balentine LLC
Georgia
$4K +$3.53K +65 New
VCM
382
Versant Capital Management
Arizona
$3K -$1.25K -23 -28%
GAM
383
Gemmer Asset Management
California
$3K
TWA
384
TCI Wealth Advisors
Arizona
$3K +$2.82K +52 New
APA
385
American Portfolios Advisors
New York
$2.42K -$29.1K -537 -92%
BCA
386
Berman Capital Advisors
Georgia
$2K
ZB
387
Zions Bancorporation
Utah
$2K
BHWM
388
Bay Harbor Wealth Management
Maryland
$1K
FRA
389
Front Row Advisors
California
$1K
RFA
390
Reilly Financial Advisors
California
$1K
Fidelity International
391
Fidelity International
Bermuda
$1K +$271 +5 +26%
LWM
392
Liberty Wealth Management
California
$1K +$814 +15 New
Renaissance Technologies
393
Renaissance Technologies
New York
-$22.8M -453,189 Closed
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
-$3.96M -78,622 Closed
Skandinaviska Enskilda Banken (SEB)
395
Skandinaviska Enskilda Banken (SEB)
Sweden
-$2.13M -42,361 Closed
MF
396
Magnetar Financial
Illinois
-$2.01M -39,973 Closed
BAMF
397
BI Asset Management Fondsmaeglerselskab
Denmark
-$1.77M -35,191 Closed
FAF
398
Första AP-fonden
Sweden
-$1.53M -30,419 Closed
APG Asset Management
399
APG Asset Management
Netherlands
-$1.19M -25,831 Closed
MC
400
Maverick Capital
Texas
-$1.26M -24,940 Closed

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.