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Encompass Health
EHC

321 hedge funds and large institutions have $3.86B invested in Encompass Health in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 20

242% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.76M

65% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 79

19% more funds holding

Funds holding: 270 → 321 (+51)

11% more capital invested

Capital invested by funds: $3.48B → $3.86B (+$374M)

7.29% more ownership

Funds ownership: 123.53% → 130.82% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
321
Holders Change
+51
Holders Change %
+18.89%
% of All Funds
8.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
74
Increased
130
Reduced
79
Closed
20
Calls
$12.9M
Puts
$3.76M
Net Calls
+$9.11M
Net Calls Change
-$13.6M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$118M
2
State Street
State Street
Massachusetts
+$46.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$21.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.7M
3
Goldman Sachs
Goldman Sachs
New York
-$37M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$35.6M
5
HM
HealthCor Management
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
51
Broadview Advisors
Wisconsin
$16.8M -$1.55M -47,703 -9%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$16.3M +$2.88M +88,844 +22%
Renaissance Technologies
53
Renaissance Technologies
New York
$16M +$2.37M +73,157 +18%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$15.9M +$2.24M +69,112 +17%
EIP
55
Epoch Investment Partners
New York
$15.5M +$15.3M +472,120 New
GC
56
Guggenheim Capital
Illinois
$15M +$5.08M +156,650 +52%
LCP
57
Lombardia Capital Partners
California
$14.9M -$4.35M -134,001 -23%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$14.2M +$413K +12,729 +3%
OC
59
Oppenheimer & Co
New York
$14.1M -$614K -18,930 -4%
PCA
60
Personal Capital Advisors
California
$13.8M +$1.6M +49,203 +13%
FCM
61
Frontier Capital Management
Massachusetts
$12.6M -$3.49M -107,508 -22%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$12.4M -$8.52M -262,581 -41%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$12.3M +$12.2M +374,836 New
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$12.1M +$1.83M +56,551 +18%
Credit Agricole
65
Credit Agricole
France
$11.5M +$308K +9,484 +3%
Millennium Management
66
Millennium Management
New York
$11.5M -$6.15M -189,435 -35%
SAM
67
Sentinel Asset Management
Vermont
$11.4M -$5.4M -166,339 -32%
CM
68
Castleark Management
Illinois
$11.1M -$3.1M -95,583 -22%
RSCM
69
Rock Springs Capital Management
Maryland
$10.9M – – –
Bank of America
70
Bank of America
North Carolina
$10.7M +$1.61M +49,741 +18%
Goldman Sachs
71
Goldman Sachs
New York
$10.4M -$37M -1,139,923 -78%
RCAMU
72
Rothschild & Co Asset Management US
Connecticut
$9.98M +$2.13M +65,786 +28%
ECM
73
Endurant Capital Management
California
$9.87M -$135K -4,148 -1%
AIG
74
American International Group
New York
$9.14M +$6.95M +214,325 +333%
American Century Companies
75
American Century Companies
Missouri
$9M +$1.24M +38,315 +16%
1 2
3
4 5

EHC Hedge Fund Activity: Q4 2016 in Review

321 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2016, worth a combined $3.86B — up 11% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EHC positions and 20 closed out — a net gain of 54 holders — while 130 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $118M. The largest seller was Victory Capital Management, cutting an estimated $53M.

  • 321 institutional investors held Encompass Health (EHC) as of Q4 2016, up from 270 in Q3 2016.
  • Funds reported $3.86B of Encompass Health stock for Q4 2016, up 11% quarter-over-quarter.
  • 74 funds opened new Encompass Health positions in Q4 2016 and 20 closed out, a net change of +54 holders.
  • The largest Encompass Health buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $118M added.
  • The largest Encompass Health seller in Q4 2016 was Victory Capital Management, an estimated $53M sold.

Based on aggregated 13F filings for Q4 2016.