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Encompass Health

206 hedge funds and large institutions have $2.86B invested in Encompass Health in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $9.29M | Put options by funds: $1.45M

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $2.33B → $2.86B (+$523M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.5% more ownership

Funds ownership: 116.81%119.31% (+2.5%)

2% more funds holding

Funds holding: 202206 (+4)

19% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 85

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
26
Increased
69
Reduced
85
Closed
21
Calls
$9.29M
Puts
$1.45M
Net Calls
+$7.85M
Net Calls Change
+$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$10.2M +$1.41M +55,106 +17%
CM
52
Castleark Management
Illinois
$9.63M +$8.42M +327,877 New
Fuller & Thaler Asset Management
53
Fuller & Thaler Asset Management
California
$9.62M +$610K +23,757 +7%
American Century Companies
54
American Century Companies
Missouri
$9.31M -$3.9M -151,855 -31%
Charles Schwab
55
Charles Schwab
California
$9.3M +$257K +10,016 +3%
MCM
56
McKinley Capital Management
Alaska
$9.06M -$65K -2,534 -0.8%
CRCP
57
Copper Rock Capital Partners
Massachusetts
$8.96M -$216K -8,417 -3%
Renaissance Technologies
58
Renaissance Technologies
New York
$8.71M +$6.11M +237,951 +300%
TC
59
TFS Capital
Pennsylvania
$7.7M -$1.45M -56,504 -17%
CS
60
Credit Suisse
Switzerland
$7.49M -$1.99M -77,443 -22%
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
$7.3M -$1.98M -77,151 -22%
PI
62
Putnam Investments
Massachusetts
$7.1M -$1.02M -39,630 -13%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$7M -$5.86M -228,145 -47%
DA
64
Denali Advisors
California
$6.86M +$2.14M +83,389 +50%
AllianceBernstein
65
AllianceBernstein
Tennessee
$6.65M -$163K -6,338 -3%
RFC
66
Russell Frank Company
Washington
$5.71M -$699K -27,242 -12%
PAM
67
Panagora Asset Management
Massachusetts
$5.63M +$470K +18,306 +10%
HW
68
Hancock Whitney
Mississippi
$5.52M
WCM
69
Washington Capital Management
Washington
$5.49M -$300K -11,679 -6%
JIM
70
Jupiter Investment Management
United Kingdom
$5.47M +$211K +8,214 +4%
ICOM
71
Investment Counselors of Maryland
Maryland
$5.41M -$6.91M -269,124 -58%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$5.41M +$157K +6,125 +3%
PPA
73
Parametric Portfolio Associates
Washington
$5.33M +$1.14M +44,450 +30%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$5.33M +$1.69M +65,993 +51%
USAA
75
United Services Automobile Association
Texas
$5.22M +$161K +6,285 +3%

EHC Hedge Fund Activity: Q3 2013 in Review

206 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2013, worth a combined $2.86B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EHC positions and 21 closed out — a net gain of 5 holders — while 69 added to existing stakes and 85 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $63.3M. The largest seller was OppenheimerFunds, cutting an estimated $25.1M.

  • 206 institutional investors held Encompass Health (EHC) as of Q3 2013, up from 202 in Q2 2013.
  • Funds reported $2.86B of Encompass Health stock for Q3 2013, up 22% quarter-over-quarter.
  • 26 funds opened new Encompass Health positions in Q3 2013 and 21 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q3 2013 was Deutsche Bank, an estimated $63.3M added.
  • The largest Encompass Health seller in Q3 2013 was OppenheimerFunds, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2013.