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Encompass Health

241 hedge funds and large institutions have $3.2B invested in Encompass Health in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $3.69M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $2.92B → $3.2B (+$278M)

4.27% more ownership

Funds ownership: 115.73%120% (+4.3%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% less funds holding

Funds holding: 244241 (-3)

Holders
241
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
34
Increased
93
Reduced
78
Closed
32
Calls
$10.2M
Puts
$3.69M
Net Calls
+$6.56M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$11.6M +$71.3K +2,583 +0.7%
SCM
52
SKBA Capital Management
California
$11.4M +$10.3M +372,299 +4,293%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$10.4M
SFM
54
Systematic Financial Management
New Jersey
$10.3M -$332K -12,020 -3%
VAM
55
Visium Asset Management
New York
$9.77M -$2.58M -93,608 -22%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$9.71M +$242K +8,779 +3%
Morgan Stanley
57
Morgan Stanley
New York
$9.31M +$3.5M +126,731 +69%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.72M +$43.7K +1,581 +0.5%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$8.68M
Credit Agricole
60
Credit Agricole
France
$8.57M +$6.42M +232,545 +432%
PCA
61
Personal Capital Advisors
California
$8.26M +$2.6M +94,242 +52%
RSCM
62
Rock Springs Capital Management
Maryland
$7.83M +$451K +16,341 +7%
CP
63
Cumberland Partners
Ontario, Canada
$7.55M +$6.97M +252,280 New
Two Sigma Investments
64
Two Sigma Investments
New York
$7.48M -$3.29M -119,335 -32%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$7.32M +$865K +31,340 +15%
RA
66
Royce & Associates
New York
$6.91M -$337K -12,193 -5%
Bank of America
67
Bank of America
North Carolina
$6.8M -$607K -21,997 -9%
WC
68
Walthausen & Co
New York
$6.79M -$95.4K -3,456 -2%
RCAMU
69
Rothschild & Co Asset Management US
Connecticut
$6.58M +$164K +5,930 +3%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$6.4M +$569K +20,596 +11%
BA
71
BlackRock Advisors
Delaware
$6.36M +$4.5M +162,978 +329%
SBH
72
Segall Bryant & Hamill
Illinois
$6.35M +$4.92M +178,171 +526%
AllianceBernstein
73
AllianceBernstein
Tennessee
$6.18M +$213K +7,705 +4%
First Trust Advisors
74
First Trust Advisors
Illinois
$5.76M +$1.7M +61,444 +47%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$5.75M -$4.51M -163,386 -46%

EHC Hedge Fund Activity: Q1 2016 in Review

241 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2016, worth a combined $3.2B — up 9.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EHC positions and 32 closed out — a net gain of 2 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $61.2M. The largest seller was William Blair Investment Management, cutting an estimated $40.3M.

  • 241 institutional investors held Encompass Health (EHC) as of Q1 2016, down from 244 in Q4 2015.
  • Funds reported $3.2B of Encompass Health stock for Q1 2016, up 9.5% quarter-over-quarter.
  • 34 funds opened new Encompass Health positions in Q1 2016 and 32 closed out, a net change of +2 holders.
  • The largest Encompass Health buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $61.2M added.
  • The largest Encompass Health seller in Q1 2016 was William Blair Investment Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2016.