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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
Comerica Bank
101
Comerica Bank
Texas
$2.88M -$2.35M -85,109 -46%
NIM
102
Needham Investment Management
New York
$2.63M – – –
EA
103
Evanston Advisors
Illinois
$2.61M +$31.5K +1,141 +1%
CL
104
Croft-Leominster
Maryland
$2.58M +$2.38M +86,063 New
Citigroup
105
Citigroup
New York
$2.56M +$2.35M +84,970 +19,715%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$2.51M – – –
BG
107
BlackRock Group
United Kingdom
$2.47M +$519K +18,795 +30%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$2.46M – – –
UBS AM
109
UBS AM
Illinois
$2.41M -$427K -15,454 -16%
ACMM
110
Arbor Capital Management (Minnesota)
Minnesota
$2.38M -$177K -6,410 -7%
SAM
111
Shell Asset Management
Netherlands
$2.13M -$118K -4,258 -6%
AIG
112
American International Group
New York
$2M -$23.2K -841 -1%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$1.98M +$1.83M +66,148 New
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.94M +$5.55K +201 +0.3%
PGCM
115
Prescott Group Capital Management
Oklahoma
$1.92M – – –
Two Sigma Advisers
116
Two Sigma Advisers
New York
$1.71M -$1.4M -50,783 -47%
WCM
117
Washington Capital Management
Washington
$1.66M -$262K -9,500 -15%
VRS
118
Virginia Retirement System
Virginia
$1.57M +$1.45M +52,543 New
QIM
119
Quantitative Investment Management
Virginia
$1.53M +$1.42M +51,286 New
AQR Capital Management
120
AQR Capital Management
Connecticut
$1.44M -$752K -27,218 -36%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$1.44M +$234K +8,470 +21%
Legal & General Group
122
Legal & General Group
United Kingdom
$1.44M +$34.8K +1,260 +3%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$1.4M – – –
ONB
124
Old National Bancorp
Indiana
$1.33M +$13.6K +494 +1%
William Blair & Company
125
William Blair & Company
Illinois
$1.3M -$261K -9,453 -18%
3 4
5
6 7

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.