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Encompass Health

206 hedge funds and large institutions have $2.86B invested in Encompass Health in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $9.29M | Put options by funds: $1.45M

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $2.33B → $2.86B (+$523M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.5% more ownership

Funds ownership: 116.81%119.31% (+2.5%)

2% more funds holding

Funds holding: 202206 (+4)

19% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 85

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
26
Increased
69
Reduced
85
Closed
21
Calls
$9.29M
Puts
$1.45M
Net Calls
+$7.85M
Net Calls Change
+$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$4.88M +$287K +11,199 +7%
LG
77
Leuthold Group
Minnesota
$4.72M -$303K -11,803 -6%
KCM
78
Kingdon Capital Management
New York
$4.58M -$807K -31,425 -16%
Morgan Stanley
79
Morgan Stanley
New York
$4.45M +$488K +18,993 +13%
DIA
80
Dean Investment Associates
Ohio
$4.23M -$44K -1,714 -1%
Prudential Financial
81
Prudential Financial
New Jersey
$3.98M -$232K -9,051 -6%
AIG
82
American International Group
New York
$3.88M +$290K +11,287 +9%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$3.5M -$26K -1,014 -0.8%
NFA
84
Nationwide Fund Advisors
Ohio
$3.41M +$162K +6,302 +5%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$3.35M -$161K -6,260 -5%
California Public Employees Retirement System
86
California Public Employees Retirement System
California
$3.23M +$1.31M +51,034 +76%
SB
87
Suntrust Banks
Georgia
$3.05M -$9.47K -369 -0.3%
Comerica Bank
88
Comerica Bank
Texas
$2.88M -$419K -16,332 -13%
RJA
89
Raymond James & Associates
Florida
$2.83M +$1.93M +75,312 +272%
WC
90
Walthausen & Co
New York
$2.81M +$433K +16,869 +20%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$2.79M +$2.61M +101,817 New
CBOA
92
Commonwealth Bank of Australia
Australia
$2.73M -$467K -18,193 -15%
PCP
93
Perimeter Capital Partners
Georgia
$2.69M -$445K -17,327 -15%
Swiss National Bank
94
Swiss National Bank
Switzerland
$2.65M -$136K -5,279 -5%
SCM
95
Shelton Capital Management
Colorado
$2.55M
MPAM
96
Monarch Partners Asset Management
Massachusetts
$2.52M +$876K +34,111 +59%
MAA
97
Managed Account Advisors
New Jersey
$2.46M -$734K -28,603 -24%
NIM
98
Needham Investment Management
New York
$2.41M
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$2.33M -$126K -4,914 -5%
DCM
100
Dupont Capital Management
Delaware
$2.09M +$172K +6,705 +10%

EHC Hedge Fund Activity: Q3 2013 in Review

206 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2013, worth a combined $2.86B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EHC positions and 21 closed out — a net gain of 5 holders — while 69 added to existing stakes and 85 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $63.3M. The largest seller was OppenheimerFunds, cutting an estimated $25.1M.

  • 206 institutional investors held Encompass Health (EHC) as of Q3 2013, up from 202 in Q2 2013.
  • Funds reported $2.86B of Encompass Health stock for Q3 2013, up 22% quarter-over-quarter.
  • 26 funds opened new Encompass Health positions in Q3 2013 and 21 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q3 2013 was Deutsche Bank, an estimated $63.3M added.
  • The largest Encompass Health seller in Q3 2013 was OppenheimerFunds, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2013.