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Encompass Health
EHC

397 hedge funds and large institutions have $6.24B invested in Encompass Health in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 112 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more capital invested

Capital invested by funds: $5.62B → $6.24B (+$628M)

11% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $23.2M

10% more funds holding

Funds holding: 360 → 397 (+37)

1.79% more ownership

Funds ownership: 113.1% → 114.89% (+1.8%)

21% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 142

Holders
397
Holders Change
+37
Holders Change %
+10.28%
% of All Funds
7.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
83
Increased
112
Reduced
142
Closed
37
Calls
$25.8M
Puts
$23.2M
Net Calls
+$2.54M
Net Calls Change
+$7.43M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$213M
2
Victory Capital Management
Victory Capital Management
Texas
+$36.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M
4
Morgan Stanley
Morgan Stanley
New York
+$15.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$15.5M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$76.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$61.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$22.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$17.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$51.3M +$15.5M +285,979 +44%
RP
27
Reinhart Partners
Wisconsin
$45.5M +$7.53M +138,813 +20%
N
28
Nuveen
North Carolina
$44.9M -$10.3M -189,203 -19%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$44.6M +$77K +1,419 +0.2%
CCM
30
Copeland Capital Management
Pennsylvania
$43.7M +$3.29M +60,707 +8%
Citadel Advisors
31
Citadel Advisors
Florida
$43.5M -$11.6M -212,849 -21%
MAM
32
Martingale Asset Management
Massachusetts
$42.6M -$3.79M -69,823 -8%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$41.1M +$7.12M +131,126 +21%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$40.6M -$76.6M -1,410,706 -66%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$39.7M -$6.74M -124,191 -15%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$38.8M -$46.3K -853 -0.1%
EIP
37
Epoch Investment Partners
New York
$36.8M +$2.4M +44,195 +7%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$33.8M -$61.2M -1,127,250 -65%
Charles Schwab
39
Charles Schwab
California
$33.6M +$561K +10,342 +2%
PCA
40
Personal Capital Advisors
California
$32.4M +$1.5M +27,645 +5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$31.6M -$6.55M -120,700 -17%
VRS
42
Virginia Retirement Systems
Virginia
$30.2M +$1.33M +24,511 +5%
ITP
43
Iron Triangle Partners
Connecticut
$27.5M +$27.1M +498,614 New
EOJOAM
44
E. Ohman J:or Asset Management
Sweden
$27.4M – – –
Lazard Asset Management
45
Lazard Asset Management
New York
$26.2M +$2.38M +43,838 +10%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$25.5M -$15.2M -280,690 -38%
Allianz Asset Management
47
Allianz Asset Management
Germany
$25.5M -$2.84M -52,255 -10%
SFM
48
Systematic Financial Management
New Jersey
$25.2M +$1.96M +36,164 +9%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$24.6M +$300K +5,521 +1%
ClearBridge Investments
50
ClearBridge Investments
New York
$24.1M +$5.41M +99,645 +29%
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EHC Hedge Fund Activity: Q4 2019 in Review

397 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2019, worth a combined $6.24B — up 11% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EHC positions and 37 closed out — a net gain of 46 holders — while 112 added to existing stakes and 142 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $213M. The largest seller was Point72 Asset Management, cutting an estimated $76.6M.

  • 397 institutional investors held Encompass Health (EHC) as of Q4 2019, up from 360 in Q3 2019.
  • Funds reported $6.24B of Encompass Health stock for Q4 2019, up 11% quarter-over-quarter.
  • 83 funds opened new Encompass Health positions in Q4 2019 and 37 closed out, a net change of +46 holders.
  • The largest Encompass Health buyer in Q4 2019 was Wellington Management Group, an estimated $213M added.
  • The largest Encompass Health seller in Q4 2019 was Point72 Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2019.