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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
HW
76
Hancock Whitney
Mississippi
$9.8M
Prudential Financial
77
Prudential Financial
New Jersey
$9.63M -$10.2M -285,126 -52%
Ninety One (UK)
78
Ninety One (UK)
United Kingdom
$9.54M +$941K +26,397 +11%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$9.48M -$1.78M -49,858 -16%
CS
80
Credit Suisse
Switzerland
$9.06M -$357K -10,022 -4%
SEI Investments
81
SEI Investments
Pennsylvania
$8.86M +$382K +10,710 +5%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$8.81M -$1.34M -37,710 -14%
AllianceBernstein
83
AllianceBernstein
Tennessee
$8.71M +$11.7K +327 +0.1%
SBH
84
Segall Bryant & Hamill
Illinois
$8.55M -$135K -3,781 -2%
RA
85
Royce & Associates
New York
$8.52M
Comerica Bank
86
Comerica Bank
Texas
$8.44M -$18.4M -515,864 -69%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$8.29M +$534K +14,991 +7%
RI
88
Redwood Investments
Massachusetts
$7.48M -$3.07M -86,054 -30%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$7.39M +$317K +8,898 +5%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$7.32M -$5.06M -141,922 -42%
AP
91
AHL Partners
United Kingdom
$7.31M -$6.33M -177,774 -47%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$7.31M -$29.4K -826 -0.4%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$7.21M +$560K +15,706 +9%
HSA
94
Hussman Strategic Advisors
Maryland
$7.06M
AIMCA
95
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.06M -$591K -16,592 -8%
Swiss National Bank
96
Swiss National Bank
Switzerland
$6.88M
WC
97
Walthausen & Co
New York
$6.67M -$51.5K -1,445 -0.8%
USAA
98
United Services Automobile Association
Texas
$6.63M
MAM
99
Martingale Asset Management
Massachusetts
$6.58M +$49.7K +1,396 +0.8%
CGH
100
Crossmark Global Holdings
Texas
$6.46M +$6.24M +175,238 New

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.