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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
BA
101
BlackRock Advisors
Delaware
$2.99M -$2.25M -69,334 -43%
AP
102
AHL Partners
United Kingdom
$2.89M -$1.9M -58,703 -40%
CS
103
Comerica Securities
Michigan
$2.88M +$2.89M +89,070 New
NIM
104
Needham Investment Management
New York
$2.84M – – –
EA
105
Evanston Advisors
Illinois
$2.81M -$38.3K -1,182 -1%
UBS AM
106
UBS AM
Illinois
$2.8M +$171K +5,272 +6%
EGM
107
Engineers Gate Manager
New York
$2.75M +$2.46M +75,855 +807%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$2.62M -$37.2K -1,147 -1%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.59M +$478K +14,761 +23%
BG
110
BlackRock Group
United Kingdom
$2.57M -$81.5K -2,516 -3%
AQR Capital Management
111
AQR Capital Management
Connecticut
$2.49M +$1.33M +41,189 +115%
ICM
112
Ionic Capital Management
New York
$2.43M +$2.44M +75,423 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.42M +$29.2K +901 +1%
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$2.36M -$1.18M -36,501 -33%
Bessemer Group
115
Bessemer Group
New Jersey
$2.3M +$2.31M +71,272 New
KBC Group
116
KBC Group
Belgium
$2.25M +$2.25M +69,598 New
PI
117
Putnam Investments
Massachusetts
$2.08M -$3.77M -116,462 -64%
SAM
118
Shell Asset Management
Netherlands
$2.08M -$95.5K -2,947 -4%
AIG
119
American International Group
New York
$2.08M +$3.17K +98 +0.2%
PGCM
120
Prescott Group Capital Management
Oklahoma
$2.07M – – –
Legal & General Group
121
Legal & General Group
United Kingdom
$2.04M +$312K +9,637 +18%
N
122
Nuveen
North Carolina
$1.94M -$57.3K -1,769 -3%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$1.94M -$28.9K -892 -1%
MFIMFI
124
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.83M +$105K +3,231 +6%
HHC
125
Hutchin Hill Capital
New York
$1.73M +$436K +13,450 +33%
3 4
5
6 7

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.