We are live on ! Find out more
EHC icon

Encompass Health

316 hedge funds and large institutions have $3.75B invested in Encompass Health in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.01M

31% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 102

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less capital invested

Capital invested by funds: $3.86B → $3.75B (-$104M)

2% less funds holding

Funds holding: 321316 (-5)

7.16% less ownership

Funds ownership: 130.82%123.65% (-7.2%)

Holders
316
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
7.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
40
Increased
134
Reduced
102
Closed
35
Calls
$3.02M
Puts
$1.01M
Net Calls
+$2M
Net Calls Change
-$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$35.3M +$3.69M +112,440 +12%
RP
27
Reinhart Partners
Wisconsin
$32.6M +$78.2K +2,382 +0.2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$32M -$3.85M -117,261 -11%
Renaissance Technologies
29
Renaissance Technologies
New York
$30.4M +$13.3M +406,388 +84%
Deutsche Bank
30
Deutsche Bank
Germany
$30.1M +$110K +3,358 +0.4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$28.5M +$1.38M +42,023 +5%
NFA
32
Nationwide Fund Advisors
Ohio
$28.1M +$701K +21,358 +3%
Charles Schwab
33
Charles Schwab
California
$27.3M +$3.64M +110,765 +16%
Comerica Bank
34
Comerica Bank
Texas
$26.6M +$743K +22,628 +3%
EIP
35
Epoch Investment Partners
New York
$26.2M +$9.76M +297,153 +63%
Macquarie Group
36
Macquarie Group
Australia
$22.5M +$729K +22,212 +3%
BA
37
Boston Advisors
Massachusetts
$21.6M -$947K -28,842 -4%
CCM
38
Copeland Capital Management
Pennsylvania
$21.4M -$4.02M -122,339 -16%
Ameriprise
39
Ameriprise
Minnesota
$20.2M +$1.09M +33,237 +6%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$19.6M -$490K -14,917 -3%
Goldman Sachs
41
Goldman Sachs
New York
$19.4M +$8.36M +254,432 +80%
WCM
42
Wedge Capital Management
North Carolina
$19.4M +$1.2M +36,440 +7%
RHJA
43
Rice Hall James & Associates
California
$17.7M -$466K -14,177 -3%
BA
44
Broadview Advisors
Wisconsin
$17.6M +$214K +6,505 +1%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$17.6M +$1.03M +31,453 +6%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$17.4M +$548K +16,690 +3%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$17.3M -$23.1M -702,142 -58%
LSV Asset Management
48
LSV Asset Management
Illinois
$16.6M +$12M +364,855 +299%
DRZID
49
DePrince Race & Zollo Inc (DRZ)
Florida
$16.1M +$15.6M +473,590 New
SCM
50
SKBA Capital Management
California
$16M -$1.93M -58,828 -11%

EHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2017, worth a combined $3.75B — down 2.7% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EHC positions and 35 closed out — a net gain of 5 holders — while 134 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $388M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $300M sold.

  • 316 institutional investors held Encompass Health (EHC) as of Q1 2017, down from 321 in Q4 2016.
  • Funds reported $3.75B of Encompass Health stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 40 funds opened new Encompass Health positions in Q1 2017 and 35 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q1 2017 was BlackRock, an estimated $388M added.
  • The largest Encompass Health seller in Q1 2017 was Glenview Capital Management, an estimated $300M sold.

Based on aggregated 13F filings for Q1 2017.