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Encompass Health
EHC

241 hedge funds and large institutions have $3.2B invested in Encompass Health in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $3.69M

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $2.92B → $3.2B (+$278M)

4.27% more ownership

Funds ownership: 115.73% → 120% (+4.3%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% less funds holding

Funds holding: 244 → 241 (-3)

Holders
241
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
34
Increased
93
Reduced
78
Closed
32
Calls
$10.2M
Puts
$3.69M
Net Calls
+$6.56M
Net Calls Change
+$10.9M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
+$61.2M
2
HM
HealthCor Management
New York
+$38.2M
3
Wells Fargo
Wells Fargo
California
+$30.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$40.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$25.9M
3
FCM
Frontier Capital Management
Massachusetts
-$22.6M
4
AR
Advisory Research
Illinois
-$21.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
76
Boston Advisors
Massachusetts
$5.66M -$1.89M -68,626 -27%
Allianz Asset Management
77
Allianz Asset Management
Germany
$5.6M -$3.42M -123,864 -40%
Swiss National Bank
78
Swiss National Bank
Switzerland
$5.48M +$1.05M +37,961 +25%
NFA
79
Nationwide Fund Advisors
Ohio
$5.28M +$453K +16,390 +10%
Skandinaviska Enskilda Banken (SEB)
80
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.16M -$548K -19,861 -10%
ICOA
81
Investment Centers of America
North Dakota
$4.98M – – –
California Public Employees Retirement System
82
California Public Employees Retirement System
California
$4.89M +$1.75M +63,478 +64%
USAA
83
United Services Automobile Association
Texas
$4.86M – – –
CS
84
Credit Suisse
Switzerland
$4.79M -$2M -72,437 -31%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$4.77M +$2.16M +78,085 +96%
PI
86
Putnam Investments
Massachusetts
$4.71M +$53.2K +1,925 +1%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$4.42M +$2.74M +99,207 +204%
DIA
88
Dean Investment Associates
Ohio
$4.36M -$580 -21 -0%
HBWM
89
Hollow Brook Wealth Management
New York
$4.02M +$1.75M +63,204 +89%
RFC
90
Russell Frank Company
Washington
$4.01M +$152K +5,523 +4%
PPA
91
Parametric Portfolio Associates
Washington
$3.96M +$82.9K +3,003 +2%
Macquarie Group
92
Macquarie Group
Australia
$3.88M +$2.7M +97,645 +305%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$3.86M +$48.6K +1,760 +1%
Stifel Financial
94
Stifel Financial
Missouri
$3.84M -$35.2K -1,276 -1%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$3.71M -$334K -12,082 -9%
ACI
96
AMP Capital Investors
Australia
$3.68M +$323K +11,690 +10%
Lazard Asset Management
97
Lazard Asset Management
New York
$3.43M -$11.4M -413,389 -78%
SEI Investments
98
SEI Investments
Pennsylvania
$3.41M +$102K +3,692 +3%
WRF
99
Waddell & Reed Financial
Kansas
$3.34M +$500K +18,125 +19%
ARTA
100
A.R.T. Advisors
New York
$3.08M +$1.88M +68,003 +195%
2 3
4
5 6

EHC Hedge Fund Activity: Q1 2016 in Review

241 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2016, worth a combined $3.2B — up 9.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EHC positions and 32 closed out — a net gain of 2 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $61.2M. The largest seller was William Blair Investment Management, cutting an estimated $40.3M.

  • 241 institutional investors held Encompass Health (EHC) as of Q1 2016, down from 244 in Q4 2015.
  • Funds reported $3.2B of Encompass Health stock for Q1 2016, up 9.5% quarter-over-quarter.
  • 34 funds opened new Encompass Health positions in Q1 2016 and 32 closed out, a net change of +2 holders.
  • The largest Encompass Health buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $61.2M added.
  • The largest Encompass Health seller in Q1 2016 was William Blair Investment Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2016.