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Encompass Health
EHC

232 hedge funds and large institutions have $2.72B invested in Encompass Health in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

13% more funds holding

Funds holding: 206 → 232 (+26)

9% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 74

6% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.43M

5% less capital invested

Capital invested by funds: $2.86B → $2.72B (-$142M)

2.05% less ownership

Funds ownership: 119.31% → 117.26% (-2%)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
44
Increased
81
Reduced
74
Closed
16
Calls
$2.57M
Puts
$2.43M
Net Calls
+$136K
Net Calls Change
-$7.71M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.5M
2
Invesco
Invesco
Georgia
+$23.6M
3
Morgan Stanley
Morgan Stanley
New York
+$18.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$13.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.1M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$64.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.4M
3
AGA
Altrinsic Global Advisors
Connecticut
-$30.5M
4
O
OppenheimerFunds
New York
-$26.6M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
101
Bank of Nova Scotia
Ontario, Canada
$2.45M +$1.08M +38,916 +73%
GC
102
Guggenheim Capital
Illinois
$2.36M +$864K +31,050 +54%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$2.35M +$107K +3,849 +5%
Federated Hermes
104
Federated Hermes
Pennsylvania
$2.33M +$449K +16,121 +22%
NIM
105
Needham Investment Management
New York
$2.33M – – –
Comerica Bank
106
Comerica Bank
Texas
$2.18M -$634K -22,802 -22%
GCP
107
GSA Capital Partners
United Kingdom
$2.07M +$1.77M +63,591 +443%
NCCM
108
Nine Chapters Capital Management
New Jersey
$2.06M +$2.16M +77,557 New
MAA
109
Managed Account Advisors
New Jersey
$2.01M -$387K -13,895 -15%
SAM
110
Shell Asset Management
Netherlands
$1.96M +$332K +11,925 +19%
Massachusetts Financial Services
111
Massachusetts Financial Services
Massachusetts
$1.9M +$2M +71,712 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.89M +$968K +34,804 +95%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.76M +$87.4K +3,141 +5%
DCM
114
Dupont Capital Management
Delaware
$1.75M -$285K -10,237 -13%
PGCM
115
Prescott Group Capital Management
Oklahoma
$1.7M – – –
WA
116
Waverly Advisors
Alabama
$1.62M – – –
Citadel Advisors
117
Citadel Advisors
Florida
$1.61M +$1.69M +60,766 New
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$1.6M +$413K +14,832 +33%
ZIM
119
Zacks Investment Management
Illinois
$1.57M +$97.8K +3,516 +6%
SC
120
Sasco Capital
Connecticut
$1.55M – – –
Neuberger Berman Group
121
Neuberger Berman Group
New York
$1.51M +$1.59M +56,967 New
ONB
122
Old National Bancorp
Indiana
$1.5M +$1.57M +56,565 New
RI
123
Redwood Investments
Massachusetts
$1.48M +$204K +7,332 +15%
Barclays
124
Barclays
United Kingdom
$1.45M +$768K +27,590 +100%
Bank of America
125
Bank of America
North Carolina
$1.42M +$778K +27,964 +109%
3 4
5
6 7

EHC Hedge Fund Activity: Q4 2013 in Review

232 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2013, worth a combined $2.72B — down 5% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EHC positions and 16 closed out — a net gain of 28 holders — while 81 added to existing stakes and 74 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was William Blair & Company, cutting an estimated $64.5M.

  • 232 institutional investors held Encompass Health (EHC) as of Q4 2013, up from 206 in Q3 2013.
  • Funds reported $2.72B of Encompass Health stock for Q4 2013, down 5% quarter-over-quarter.
  • 44 funds opened new Encompass Health positions in Q4 2013 and 16 closed out, a net change of +28 holders.
  • The largest Encompass Health buyer in Q4 2013 was Bank of Montreal, an estimated $24.5M added.
  • The largest Encompass Health seller in Q4 2013 was William Blair & Company, an estimated $64.5M sold.

Based on aggregated 13F filings for Q4 2013.