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Encompass Health

316 hedge funds and large institutions have $3.75B invested in Encompass Health in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.01M

31% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 102

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less capital invested

Capital invested by funds: $3.86B → $3.75B (-$104M)

2% less funds holding

Funds holding: 321316 (-5)

7.16% less ownership

Funds ownership: 130.82%123.65% (-7.2%)

Holders
316
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
7.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
40
Increased
134
Reduced
102
Closed
35
Calls
$3.02M
Puts
$1.01M
Net Calls
+$2M
Net Calls Change
-$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$15.9M -$3M -91,467 -16%
GC
52
Guggenheim Capital
Illinois
$15.8M +$222K +6,762 +1%
Two Sigma Investments
53
Two Sigma Investments
New York
$15.3M +$11.5M +351,579 +355%
PCA
54
Personal Capital Advisors
California
$14.5M +$302K +9,192 +2%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$14.1M -$604K -18,387 -4%
SAM
56
Sentinel Asset Management
Vermont
$14M +$2.14M +65,116 +19%
OC
57
Oppenheimer & Co
New York
$13.8M -$756K -23,016 -5%
AP
58
AHL Partners
United Kingdom
$13.6M +$7.7M +234,568 +142%
American Century Companies
59
American Century Companies
Missouri
$13.5M +$3.98M +121,079 +44%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$12.9M +$153K +4,669 +1%
FCM
61
Frontier Capital Management
Massachusetts
$12.9M -$176K -5,348 -1%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$12.9M +$85.3K +2,597 +0.7%
TA
63
Teachers Advisors
New York
$12.7M -$11.8M -358,966 -49%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$11.6M +$5.98M +181,956 +114%
RSCM
65
Rock Springs Capital Management
Maryland
$11.3M
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$11.2M -$1.3M -39,504 -11%
KBC Group
67
KBC Group
Belgium
$11M +$6.93M +211,061 +190%
Credit Agricole
68
Credit Agricole
France
$10.9M -$1.07M -32,436 -9%
Bank of America
69
Bank of America
North Carolina
$10.5M -$648K -19,739 -6%
RCAMU
70
Rothschild & Co Asset Management US
Connecticut
$10.3M -$18.1K -552 -0.2%
RJA
71
Raymond James & Associates
Florida
$10.2M +$8.71M +265,357 +777%
AIG
72
American International Group
New York
$9.81M +$313K +9,527 +3%
Ninety One (UK)
73
Ninety One (UK)
United Kingdom
$9.69M +$413K +12,570 +5%
CLM
74
ClearBridge LLC (Maryland)
Maryland
$9.68M +$9.33M +284,258 New
Millennium Management
75
Millennium Management
New York
$9.53M -$2.27M -69,258 -20%

EHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2017, worth a combined $3.75B — down 2.7% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EHC positions and 35 closed out — a net gain of 5 holders — while 134 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $388M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $300M sold.

  • 316 institutional investors held Encompass Health (EHC) as of Q1 2017, down from 321 in Q4 2016.
  • Funds reported $3.75B of Encompass Health stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 40 funds opened new Encompass Health positions in Q1 2017 and 35 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q1 2017 was BlackRock, an estimated $388M added.
  • The largest Encompass Health seller in Q1 2017 was Glenview Capital Management, an estimated $300M sold.

Based on aggregated 13F filings for Q1 2017.