We are live on ! Find out more
EHC icon

Encompass Health

241 hedge funds and large institutions have $3.34B invested in Encompass Health in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 85

0.52% more ownership

Funds ownership: 119.67%120.2% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 253241 (-12)

16% less capital invested

Capital invested by funds: $4B → $3.34B (-$658M)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

71% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $4.98M

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
93
Reduced
85
Closed
36
Calls
$1.42M
Puts
$4.98M
Net Calls
-$3.56M
Net Calls Change
-$7.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$38.2M -$3.92M -112,564 -8%
LI
27
LMCG Investments
Massachusetts
$36.8M +$6.59M +189,312 +19%
Norges Bank
28
Norges Bank
Norway
$32.6M -$74.4K -2,136 -0.2%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$31.6M +$523K +15,030 +1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$29M -$3.45M -99,028 -9%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$27.3M +$855K +24,563 +3%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$25.1M -$383 -11 -0%
KCM
33
Kennedy Capital Management
Missouri
$23.8M +$39.1K +1,124 +0.1%
Principal Financial Group
34
Principal Financial Group
Iowa
$23.5M -$738K -21,207 -3%
RP
35
Reinhart Partners
Wisconsin
$23.2M +$1.6M +46,014 +6%
GC
36
Guggenheim Capital
Illinois
$21.3M -$10.4M -298,412 -30%
Wells Fargo
37
Wells Fargo
California
$20.9M -$1.11M -31,933 -4%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$20.1M +$22.9M +657,024 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$19.8M -$5.51M -158,401 -20%
CCM
40
Copeland Capital Management
Pennsylvania
$18.1M +$20.6M +591,568 New
RHJA
41
Rice Hall James & Associates
California
$17.1M +$106K +3,047 +0.5%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$16.3M +$941K +27,025 +5%
BA
43
Broadview Advisors
Wisconsin
$16.2M -$3.28M -94,275 -15%
RA
44
Royce & Associates
New York
$14.8M -$2.67M -76,551 -14%
WCM
45
Wedge Capital Management
North Carolina
$14.3M +$86.4K +2,483 +0.5%
Charles Schwab
46
Charles Schwab
California
$14.1M +$653K +18,767 +4%
OC
47
Oppenheimer & Co
New York
$14M +$2.96M +84,931 +23%
RSCM
48
Rock Springs Capital Management
Maryland
$12.9M +$3.5M +100,560 +31%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$12.1M +$1.97M +56,676 +17%
TA
50
Teachers Advisors
New York
$11.9M -$53.9K -1,548 -0.4%

EHC Hedge Fund Activity: Q3 2015 in Review

241 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2015, worth a combined $3.34B — down 16% from $4B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EHC and 25 opened new positions — a net loss of 11 holders — while 85 trimmed existing stakes and 93 added.

The largest buyer was Glenview Capital Management, adding an estimated $102M. The largest seller was William Blair & Company, cutting an estimated $120M.

  • 241 institutional investors held Encompass Health (EHC) as of Q3 2015, down from 253 in Q2 2015.
  • Funds reported $3.34B of Encompass Health stock for Q3 2015, down 16% quarter-over-quarter.
  • 25 funds opened new Encompass Health positions in Q3 2015 and 36 closed out, a net change of -11 holders.
  • The largest Encompass Health buyer in Q3 2015 was Glenview Capital Management, an estimated $102M added.
  • The largest Encompass Health seller in Q3 2015 was William Blair & Company, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2015.