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Encompass Health

323 hedge funds and large institutions have $4.32B invested in Encompass Health in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,027% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $492K

61% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 93

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% less capital invested

Capital invested by funds: $4.51B → $4.32B (-$196M)

3% less funds holding

Funds holding: 333323 (-10)

12.39% less ownership

Funds ownership: 130.94%118.55% (-12%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

Holders
323
Holders Change
-10
Holders Change %
-3%
% of All Funds
8.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
150
Reduced
93
Closed
37
Calls
$10.5M
Puts
$492K
Net Calls
+$9.97M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$19.3M +$984K +27,616 +6%
RHJA
52
Rice Hall James & Associates
California
$18.3M -$868K -24,349 -5%
Morgan Stanley
53
Morgan Stanley
New York
$18.1M +$6.4M +179,574 +58%
PAM
54
Panagora Asset Management
Massachusetts
$17.2M +$4.23M +118,601 +34%
PCA
55
Personal Capital Advisors
California
$16.5M +$909K +25,514 +6%
TA
56
Teachers Advisors
New York
$16.3M +$2.68M +75,178 +21%
Goldman Sachs
57
Goldman Sachs
New York
$16.3M +$316K +8,868 +2%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$16.1M -$3.71M -104,153 -19%
CLM
59
ClearBridge LLC (Maryland)
Maryland
$16M +$1.3M +36,365 +9%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$15.6M -$365K -10,242 -2%
Bank of America
61
Bank of America
North Carolina
$14.9M +$4.43M +124,455 +44%
SAM
62
Sentinel Asset Management
Vermont
$13.9M +$1.57M +44,133 +13%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$13.5M +$184K +5,162 +1%
AIG
64
American International Group
New York
$12.4M +$1.37M +38,375 +13%
RSCM
65
Rock Springs Capital Management
Maryland
$12.3M
OC
66
Oppenheimer & Co
New York
$12.1M +$390K +10,936 +3%
Citadel Advisors
67
Citadel Advisors
Florida
$11.4M +$3.87M +108,567 +54%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$11.3M +$6.64M +186,413 +155%
RCAMU
69
Rothschild & Co Asset Management US
Connecticut
$10.8M -$148K -4,162 -1%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$10.7M +$1.97M +55,396 +24%
PPA
71
Parametric Portfolio Associates
Washington
$10.5M +$901K +25,274 +10%
DGHMC
72
Dalton, Greiner, Hartman, Maher & Co
New York
$10.3M +$9.99M +280,258 New
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$10.2M +$281K +7,895 +3%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.99M +$834K +23,419 +9%
SCM
75
SKBA Capital Management
California
$9.81M -$22.4K -628 -0.2%

EHC Hedge Fund Activity: Q3 2017 in Review

323 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2017, worth a combined $4.32B — down 4.3% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EHC and 32 opened new positions — a net loss of 5 holders — while 93 trimmed existing stakes and 150 added.

The largest buyer was Vanguard Group, adding an estimated $56.9M. The largest seller was Invesco, cutting an estimated $46.4M.

  • 323 institutional investors held Encompass Health (EHC) as of Q3 2017, down from 333 in Q2 2017.
  • Funds reported $4.32B of Encompass Health stock for Q3 2017, down 4.3% quarter-over-quarter.
  • 32 funds opened new Encompass Health positions in Q3 2017 and 37 closed out, a net change of -5 holders.
  • The largest Encompass Health buyer in Q3 2017 was Vanguard Group, an estimated $56.9M added.
  • The largest Encompass Health seller in Q3 2017 was Invesco, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2017.