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Encompass Health
EHC

270 hedge funds and large institutions have $3.48B invested in Encompass Health in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $8.07M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

2.97% more ownership

Funds ownership: 120.56% → 123.53% (+3%)

2% more funds holding

Funds holding: 265 → 270 (+5)

4% more capital invested

Capital invested by funds: $3.35B → $3.48B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
7.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
100
Reduced
90
Closed
26
Calls
$30.8M
Puts
$8.07M
Net Calls
+$22.7M
Net Calls Change
+$5.64M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$55M
2
SFM
Systematic Financial Management
New Jersey
+$32M
3
Comerica Bank
Comerica Bank
Texas
+$17.5M
4
BA
Boston Advisors
Massachusetts
+$13.6M
5
NFA
Nationwide Fund Advisors
Ohio
+$12.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
AR
Advisory Research
Illinois
-$22.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.9M
5
AGA
Altrinsic Global Advisors
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$15.9M +$5.02M +155,031 +46%
FCM
52
Frontier Capital Management
Massachusetts
$15.8M -$7.13M -220,137 -31%
OC
53
Oppenheimer & Co
New York
$14.5M -$24.5K -755 -0.2%
CM
54
Castleark Management
Illinois
$14M -$268K -8,271 -2%
BIM
55
BlackRock Investment Management
Delaware
$13.6M +$66.2K +2,042 +0.5%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$13.6M +$3.04M +93,914 +29%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$13.5M -$12.7K -393 -0.1%
Renaissance Technologies
58
Renaissance Technologies
New York
$13.3M -$2M -61,593 -13%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$13.2M +$1.84M +56,816 +16%
WI
60
WBI Investments
New Jersey
$12.3M +$12.3M +380,045 New
PCA
61
Personal Capital Advisors
California
$12M +$1.87M +57,610 +18%
Credit Agricole
62
Credit Agricole
France
$11M +$1.64M +50,608 +17%
RSCM
63
Rock Springs Capital Management
Maryland
$10.8M – – –
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$10.1M +$2.38M +73,534 +31%
ECM
65
Endurant Capital Management
California
$9.85M -$5.04M -155,628 -34%
Ninety One (UK)
66
Ninety One (UK)
United Kingdom
$9.76M +$9.8M +302,434 New
GC
67
Guggenheim Capital
Illinois
$9.7M -$307K -9,485 -3%
KCM
68
Kennedy Capital Management
Missouri
$9.18M -$262K -8,078 -3%
Ameriprise
69
Ameriprise
Minnesota
$8.99M -$1.38M -42,617 -13%
SBH
70
Segall Bryant & Hamill
Illinois
$8.98M +$1.53M +47,122 +20%
Bank of America
71
Bank of America
North Carolina
$8.95M +$1.49M +45,868 +20%
CS
72
Credit Suisse
Switzerland
$8.33M -$443K -13,686 -5%
AllianceBernstein
73
AllianceBernstein
Tennessee
$8.33M +$1.13M +34,882 +16%
RCAMU
74
Rothschild & Co Asset Management US
Connecticut
$7.69M +$8.91K +275 +0.1%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$7.63M +$65.2K +2,012 +0.9%
1 2
3
4 5

EHC Hedge Fund Activity: Q3 2016 in Review

270 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2016, worth a combined $3.48B — up 3.9% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EHC positions and 26 closed out — a net gain of 11 holders — while 100 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $55M. The largest seller was Invesco, cutting an estimated $26.2M.

  • 270 institutional investors held Encompass Health (EHC) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.48B of Encompass Health stock for Q3 2016, up 3.9% quarter-over-quarter.
  • 37 funds opened new Encompass Health positions in Q3 2016 and 26 closed out, a net change of +11 holders.
  • The largest Encompass Health buyer in Q3 2016 was William Blair Investment Management, an estimated $55M added.
  • The largest Encompass Health seller in Q3 2016 was Invesco, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2016.