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Encompass Health
EHC

321 hedge funds and large institutions have $3.86B invested in Encompass Health in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 20

242% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.76M

65% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 79

19% more funds holding

Funds holding: 270 → 321 (+51)

11% more capital invested

Capital invested by funds: $3.48B → $3.86B (+$374M)

7.29% more ownership

Funds ownership: 123.53% → 130.82% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
321
Holders Change
+51
Holders Change %
+18.89%
% of All Funds
8.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
74
Increased
130
Reduced
79
Closed
20
Calls
$12.9M
Puts
$3.76M
Net Calls
+$9.11M
Net Calls Change
-$13.6M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$118M
2
State Street
State Street
Massachusetts
+$46.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$21.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.7M
3
Goldman Sachs
Goldman Sachs
New York
-$37M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$35.6M
5
HM
HealthCor Management
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
26
Cumberland Partners
Ontario, Canada
$34.9M +$6.78M +209,134 +25%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$34.7M -$13M -399,712 -27%
Allianz Asset Management
28
Allianz Asset Management
Germany
$32.9M +$4.23M +130,414 +15%
RP
29
Reinhart Partners
Wisconsin
$31.4M -$1.12M -34,425 -3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$30.4M +$205K +6,323 +0.7%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$30.2M +$4.62M +142,306 +18%
Deutsche Bank
32
Deutsche Bank
Germany
$28.9M +$2.29M +70,649 +9%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$28.4M +$21.4M +660,882 +322%
NFA
34
Nationwide Fund Advisors
Ohio
$26.4M +$6.98M +215,204 +36%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$26.1M -$42.7M -1,316,881 -62%
Comerica Bank
36
Comerica Bank
Texas
$24.8M +$3.79M +116,919 +19%
CCM
37
Copeland Capital Management
Pennsylvania
$24.7M +$652K +20,088 +3%
BIM
38
BlackRock Investment Management
Delaware
$24.6M +$10.7M +329,727 +78%
O
39
OppenheimerFunds
New York
$24.6M -$3.5M -107,787 -13%
TA
40
Teachers Advisors
New York
$24M +$565K +17,409 +2%
CCI
41
Columbus Circle Investors
$23.4M +$6M +184,927 +35%
Charles Schwab
42
Charles Schwab
California
$22.6M +$1.19M +36,597 +6%
BA
43
Boston Advisors
Massachusetts
$21.8M +$1.81M +55,651 +9%
Macquarie Group
44
Macquarie Group
Australia
$20.9M +$1.29M +39,885 +7%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$19.3M -$2.21M -68,004 -10%
Morgan Stanley
46
Morgan Stanley
New York
$18.4M +$2.15M +66,127 +13%
Ameriprise
47
Ameriprise
Minnesota
$18.4M +$9.11M +280,942 +101%
WCM
48
Wedge Capital Management
North Carolina
$17.5M +$481K +14,836 +3%
RHJA
49
Rice Hall James & Associates
California
$17.5M -$347K -10,703 -2%
SCM
50
SKBA Capital Management
California
$17.3M -$893K -27,528 -5%
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EHC Hedge Fund Activity: Q4 2016 in Review

321 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2016, worth a combined $3.86B — up 11% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EHC positions and 20 closed out — a net gain of 54 holders — while 130 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $118M. The largest seller was Victory Capital Management, cutting an estimated $53M.

  • 321 institutional investors held Encompass Health (EHC) as of Q4 2016, up from 270 in Q3 2016.
  • Funds reported $3.86B of Encompass Health stock for Q4 2016, up 11% quarter-over-quarter.
  • 74 funds opened new Encompass Health positions in Q4 2016 and 20 closed out, a net change of +54 holders.
  • The largest Encompass Health buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $118M added.
  • The largest Encompass Health seller in Q4 2016 was Victory Capital Management, an estimated $53M sold.

Based on aggregated 13F filings for Q4 2016.