Encompass Health
EHC
430 hedge funds and large institutions have $6.93B invested in Encompass Health in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 142 increasing their positions, 159 reducing their positions, and 32 closing their positions.
141% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 32
15% more capital invested
Capital invested by funds: $6.05B → $6.93B (+$887M)
11% more funds holding
Funds holding: 387 → 430 (+43)
4% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $20.6M
2.13% less ownership
Funds ownership: 115.73% → 113.6% (-2.1%)
11% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 159
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$87.7M |
| 2 |
Renaissance Technologies
New York
|
+$48M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$44.3M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$33.6M |
| 5 |
ClearBridge Investments
New York
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$109M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.5M |
| 3 |
JP Morgan Chase
New York
|
-$46M |
| 4 |
DCM
Daruma Capital Management
New York
|
-$43.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$41.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
DZ Bank
Frankfurt Am Main,
Germany
| – | -$150K | -2,777 | Closed |
|
|
B
452
Bridgeworth
Birmingham,
Alabama
| – | -$127K | -2,361 | Closed |
|
453
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$115K | -2,137 | Closed |
|
|
CF
454
Centaurus Financial
Anaheim,
California
| – | -$41K | -754 | Closed |
|
|
RWP
455
RWA Wealth Partners
Newton,
Massachusetts
| – | -$15K | -277 | Closed |
|
|
SWA
456
Sutton Wealth Advisors
Tampa,
Florida
| – | -$14.2K | -264 | Closed |
|
|
ANBT
457
American National Bank & Trust
Wichita Falls,
Texas
| – | -$7K | -126 | Closed |
|
|
OC
458
Oakworth Capital
Birmingham,
Alabama
| – | -$2K | -38 | Closed |
|
|
TG
459
TLP Group
Evanston,
Illinois
| – | +$304 | +5 | New |
|
EHC Hedge Fund Activity: Q3 2018 in Review
430 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2018, worth a combined $6.93B — up 15% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new EHC positions and 32 closed out — a net gain of 45 holders — while 142 added to existing stakes and 159 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $87.7M. The largest seller was VOYA Investment Management, cutting an estimated $109M.
- 430 institutional investors held Encompass Health (EHC) as of Q3 2018, up from 387 in Q2 2018.
- Funds reported $6.93B of Encompass Health stock for Q3 2018, up 15% quarter-over-quarter.
- 77 funds opened new Encompass Health positions in Q3 2018 and 32 closed out, a net change of +45 holders.
- The largest Encompass Health buyer in Q3 2018 was Acadian Asset Management, an estimated $87.7M added.
- The largest Encompass Health seller in Q3 2018 was VOYA Investment Management, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2018.