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Encompass Health

323 hedge funds and large institutions have $4.32B invested in Encompass Health in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,027% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $492K

61% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 93

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% less capital invested

Capital invested by funds: $4.51B → $4.32B (-$196M)

3% less funds holding

Funds holding: 333323 (-10)

12.39% less ownership

Funds ownership: 130.94%118.55% (-12%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

Holders
323
Holders Change
-10
Holders Change %
-3%
% of All Funds
8.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
150
Reduced
93
Closed
37
Calls
$10.5M
Puts
$492K
Net Calls
+$9.97M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$42.3M -$3.03M -85,122 -7%
TCM
27
TimesSquare Capital Management
New York
$41.7M +$5.22M +146,440 +15%
CP
28
Cumberland Partners
Ontario, Canada
$37.5M -$344K -9,647 -0.9%
Charles Schwab
29
Charles Schwab
California
$36.4M +$5.1M +143,009 +17%
AGA
30
Altrinsic Global Advisors
Connecticut
$34.9M -$66.6K -1,868 -0.2%
EIP
31
Epoch Investment Partners
New York
$34.1M +$120K +3,369 +0.4%
NFA
32
Nationwide Fund Advisors
Ohio
$31.1M +$679K +19,055 +2%
MWNA
33
Marshall Wace North America
New York
$29.1M +$3.24M +90,894 +13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$28.9M +$1.12M +31,376 +4%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$28M -$612K -17,188 -2%
APG Asset Management
36
APG Asset Management
Netherlands
$27.1M +$26.2M +734,465 New
CCM
37
Copeland Capital Management
Pennsylvania
$26.5M +$97.3K +2,730 +0.4%
DRZID
38
DePrince Race & Zollo Inc (DRZ)
Florida
$24.7M +$7.05M +197,777 +42%
Deutsche Bank
39
Deutsche Bank
Germany
$24.6M -$5.32M -149,339 -18%
Millennium Management
40
Millennium Management
New York
$24.1M -$16.1M -451,865 -41%
RP
41
Reinhart Partners
Wisconsin
$23.6M -$162K -4,544 -0.7%
BA
42
Boston Advisors
Massachusetts
$23.2M -$182K -5,109 -0.8%
LSV Asset Management
43
LSV Asset Management
Illinois
$22.4M +$35.8K +1,006 +0.2%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$21.9M +$6.74M +189,093 +47%
SAM
45
Senzar Asset Management
New York
$21.3M +$20.6M +577,717 New
WRF
46
Waddell & Reed Financial
Kansas
$21.2M +$3.63M +101,742 +22%
BA
47
Broadview Advisors
Wisconsin
$21M +$1.69M +47,358 +9%
Ameriprise
48
Ameriprise
Minnesota
$20.2M +$1.44M +40,461 +8%
WCM
49
Wedge Capital Management
North Carolina
$20.2M -$694K -19,475 -3%
GC
50
Guggenheim Capital
Illinois
$19.8M +$3.27M +91,879 +21%

EHC Hedge Fund Activity: Q3 2017 in Review

323 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2017, worth a combined $4.32B — down 4.3% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EHC and 32 opened new positions — a net loss of 5 holders — while 93 trimmed existing stakes and 150 added.

The largest buyer was Vanguard Group, adding an estimated $56.9M. The largest seller was Invesco, cutting an estimated $46.4M.

  • 323 institutional investors held Encompass Health (EHC) as of Q3 2017, down from 333 in Q2 2017.
  • Funds reported $4.32B of Encompass Health stock for Q3 2017, down 4.3% quarter-over-quarter.
  • 32 funds opened new Encompass Health positions in Q3 2017 and 37 closed out, a net change of -5 holders.
  • The largest Encompass Health buyer in Q3 2017 was Vanguard Group, an estimated $56.9M added.
  • The largest Encompass Health seller in Q3 2017 was Invesco, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2017.