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Encompass Health
EHC

270 hedge funds and large institutions have $3.48B invested in Encompass Health in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $8.07M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

2.97% more ownership

Funds ownership: 120.56% → 123.53% (+3%)

2% more funds holding

Funds holding: 265 → 270 (+5)

4% more capital invested

Capital invested by funds: $3.35B → $3.48B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
7.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
100
Reduced
90
Closed
26
Calls
$30.8M
Puts
$8.07M
Net Calls
+$22.7M
Net Calls Change
+$5.64M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$55M
2
SFM
Systematic Financial Management
New Jersey
+$32M
3
Comerica Bank
Comerica Bank
Texas
+$17.5M
4
BA
Boston Advisors
Massachusetts
+$13.6M
5
NFA
Nationwide Fund Advisors
Ohio
+$12.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
AR
Advisory Research
Illinois
-$22.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.9M
5
AGA
Altrinsic Global Advisors
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
76
American Century Companies
Missouri
$7.62M +$1.17M +36,039 +18%
RA
77
Royce & Associates
New York
$7.45M – – –
Two Sigma Investments
78
Two Sigma Investments
New York
$7.31M -$959K -29,595 -12%
WC
79
Walthausen & Co
New York
$7.07M -$216K -6,675 -3%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$6.63M +$3.45M +106,631 +108%
CGH
81
Crossmark Global Holdings
Texas
$6.46M +$5.68M +175,238 New
Swiss National Bank
82
Swiss National Bank
Switzerland
$5.91M -$134K -4,148 -2%
WRF
83
Waddell & Reed Financial
Kansas
$5.78M +$1.07M +33,072 +23%
Skandinaviska Enskilda Banken (SEB)
84
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.7M – – –
EA
85
Emerald Acquisition
Washington
$5.41M -$145K -4,477 -3%
USAA
86
United Services Automobile Association
Texas
$5.24M – – –
Prudential Financial
87
Prudential Financial
New Jersey
$4.91M +$4.03M +124,529 +450%
PPA
88
Parametric Portfolio Associates
Washington
$4.77M -$1.01M -31,314 -17%
DIA
89
Dean Investment Associates
Ohio
$4.62M -$18.3K -566 -0.4%
MAM
90
Martingale Asset Management
Massachusetts
$4.57M +$4.09M +126,203 +829%
ICOA
91
Investment Centers of America
North Dakota
$4.51M – – –
California Public Employees Retirement System
92
California Public Employees Retirement System
California
$4.5M -$350K -10,811 -7%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$4.4M +$195K +6,014 +5%
SEI Investments
94
SEI Investments
Pennsylvania
$4.38M +$163K +5,021 +4%
HBWM
95
Hollow Brook Wealth Management
New York
$4.11M +$383K +11,806 +10%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$3.51M -$2.05M -63,173 -37%
Retirement Systems of Alabama
97
Retirement Systems of Alabama
Alabama
$3.4M -$7.85M -242,415 -70%
GAM
98
Gotham Asset Management
New York
$3.38M +$2.97M +91,678 +695%
William Blair & Company
99
William Blair & Company
Illinois
$3.31M +$1.88M +57,918 +130%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$3.06M -$120K -3,709 -4%
2 3
4
5 6

EHC Hedge Fund Activity: Q3 2016 in Review

270 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2016, worth a combined $3.48B — up 3.9% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EHC positions and 26 closed out — a net gain of 11 holders — while 100 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $55M. The largest seller was Invesco, cutting an estimated $26.2M.

  • 270 institutional investors held Encompass Health (EHC) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.48B of Encompass Health stock for Q3 2016, up 3.9% quarter-over-quarter.
  • 37 funds opened new Encompass Health positions in Q3 2016 and 26 closed out, a net change of +11 holders.
  • The largest Encompass Health buyer in Q3 2016 was William Blair Investment Management, an estimated $55M added.
  • The largest Encompass Health seller in Q3 2016 was Invesco, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2016.