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Encompass Health

206 hedge funds and large institutions have $2.86B invested in Encompass Health in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $9.29M | Put options by funds: $1.45M

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $2.33B → $2.86B (+$523M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.5% more ownership

Funds ownership: 116.81%119.31% (+2.5%)

2% more funds holding

Funds holding: 202206 (+4)

19% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 85

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
26
Increased
69
Reduced
85
Closed
21
Calls
$9.29M
Puts
$1.45M
Net Calls
+$7.85M
Net Calls Change
+$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$29.4M
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$28.9M -$661K -25,750 -2%
RA
28
Royce & Associates
New York
$26.7M -$4.57M -177,865 -15%
MSA
29
Mason Street Advisors
Wisconsin
$25.5M +$23.8M +929,091 New
Principal Financial Group
30
Principal Financial Group
Iowa
$25.4M -$59.7K -2,326 -0.3%
TCIM
31
TIAA CREF Investment Management
New York
$23.5M -$1.77M -68,810 -7%
KCM
32
Kennedy Capital Management
Missouri
$19.7M +$254K +9,894 +1%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$19.4M -$837K -32,599 -4%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$18.8M +$15.4M +599,728 +712%
RHJA
35
Rice Hall James & Associates
California
$18.5M -$1.74M -67,680 -9%
MCM
36
Montibus Capital Management
Oregon
$16.3M -$812K -31,625 -5%
LI
37
LMCG Investments
Massachusetts
$15.4M -$280K -10,896 -2%
SFM
38
Systematic Financial Management
New Jersey
$15.3M -$170K -6,641 -1%
Retirement Systems of Alabama
39
Retirement Systems of Alabama
Alabama
$15M
BA
40
Broadview Advisors
Wisconsin
$14.5M -$2.22M -86,607 -14%
BG
41
BlackRock Group
United Kingdom
$14M +$570K +22,221 +5%
Wells Fargo
42
Wells Fargo
California
$13.7M +$3.48M +135,462 +37%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$13.5M +$579K +22,540 +5%
OC
44
Oppenheimer & Co
New York
$13.4M +$349K +13,589 +3%
TA
45
Teachers Advisors
New York
$13.2M -$301K -11,729 -2%
WRF
46
Waddell & Reed Financial
Kansas
$13.2M -$1.61M -62,724 -12%
JP Morgan Chase
47
JP Morgan Chase
New York
$12.2M +$2.14M +83,223 +23%
BIM
48
BlackRock Investment Management
Delaware
$11.5M +$554K +21,584 +5%
NTCOC
49
Northern Trust Company of Connecticut
Connecticut
$11.1M -$2.44M -95,208 -19%
N
50
Nuveen
North Carolina
$10.8M +$531K +20,671 +6%

EHC Hedge Fund Activity: Q3 2013 in Review

206 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2013, worth a combined $2.86B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EHC positions and 21 closed out — a net gain of 5 holders — while 69 added to existing stakes and 85 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $63.3M. The largest seller was OppenheimerFunds, cutting an estimated $25.1M.

  • 206 institutional investors held Encompass Health (EHC) as of Q3 2013, up from 202 in Q2 2013.
  • Funds reported $2.86B of Encompass Health stock for Q3 2013, up 22% quarter-over-quarter.
  • 26 funds opened new Encompass Health positions in Q3 2013 and 21 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q3 2013 was Deutsche Bank, an estimated $63.3M added.
  • The largest Encompass Health seller in Q3 2013 was OppenheimerFunds, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2013.