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Encompass Health

241 hedge funds and large institutions have $3.2B invested in Encompass Health in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $3.69M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $2.92B → $3.2B (+$278M)

4.27% more ownership

Funds ownership: 115.73%120% (+4.3%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% less funds holding

Funds holding: 244241 (-3)

Holders
241
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
34
Increased
93
Reduced
78
Closed
32
Calls
$10.2M
Puts
$3.69M
Net Calls
+$6.56M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$34.1M -$6.81M -246,495 -18%
Norges Bank
27
Norges Bank
Norway
$32.3M +$1.19M +42,945 +4%
RP
28
Reinhart Partners
Wisconsin
$30.1M +$965K +34,963 +4%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$28.3M +$3.1M +112,164 +13%
O
30
OppenheimerFunds
New York
$24.7M +$1.09M +39,403 +5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$24.5M -$5.14M -186,065 -19%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$24.4M -$3.69M -133,726 -14%
Renaissance Technologies
33
Renaissance Technologies
New York
$24M +$16.9M +611,908 +321%
Principal Financial Group
34
Principal Financial Group
Iowa
$23.8M +$647K +23,442 +3%
AR
35
Advisory Research
Illinois
$23.2M -$21.8M -788,303 -50%
CCM
36
Copeland Capital Management
Pennsylvania
$20.2M +$1.89M +68,541 +11%
KCM
37
Kennedy Capital Management
Missouri
$17.2M -$82.6K -2,990 -0.5%
RHJA
38
Rice Hall James & Associates
California
$16.5M -$43.2K -1,563 -0.3%
LCP
39
Lombardia Capital Partners
California
$16.5M +$4.88M +176,842 +47%
BA
40
Broadview Advisors
Wisconsin
$16.1M -$373K -13,513 -2%
WCM
41
Wedge Capital Management
North Carolina
$15.5M -$127K -4,599 -0.9%
Charles Schwab
42
Charles Schwab
California
$15.4M +$569K +20,616 +4%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$15.3M +$6.33M +229,151 +81%
SAM
44
Sentinel Asset Management
Vermont
$13.9M +$2.84M +102,697 +28%
ECM
45
Endurant Capital Management
California
$13.8M +$52K +1,885 +0.4%
OC
46
Oppenheimer & Co
New York
$13.8M -$64.1K -2,322 -0.5%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$12.5M +$289K +10,478 +3%
BIM
48
BlackRock Investment Management
Delaware
$12M +$414K +14,988 +4%
GC
49
Guggenheim Capital
Illinois
$11.9M -$362K -13,115 -3%
Ameriprise
50
Ameriprise
Minnesota
$11.6M +$1.07M +38,860 +11%

EHC Hedge Fund Activity: Q1 2016 in Review

241 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2016, worth a combined $3.2B — up 9.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EHC positions and 32 closed out — a net gain of 2 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $61.2M. The largest seller was William Blair Investment Management, cutting an estimated $40.3M.

  • 241 institutional investors held Encompass Health (EHC) as of Q1 2016, down from 244 in Q4 2015.
  • Funds reported $3.2B of Encompass Health stock for Q1 2016, up 9.5% quarter-over-quarter.
  • 34 funds opened new Encompass Health positions in Q1 2016 and 32 closed out, a net change of +2 holders.
  • The largest Encompass Health buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $61.2M added.
  • The largest Encompass Health seller in Q1 2016 was William Blair Investment Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2016.