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Encompass Health
EHC

397 hedge funds and large institutions have $6.24B invested in Encompass Health in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 112 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more capital invested

Capital invested by funds: $5.62B → $6.24B (+$628M)

11% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $23.2M

10% more funds holding

Funds holding: 360 → 397 (+37)

1.79% more ownership

Funds ownership: 113.1% → 114.89% (+1.8%)

21% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 142

Holders
397
Holders Change
+37
Holders Change %
+10.28%
% of All Funds
7.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
83
Increased
112
Reduced
142
Closed
37
Calls
$25.8M
Puts
$23.2M
Net Calls
+$2.54M
Net Calls Change
+$7.43M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$213M
2
Victory Capital Management
Victory Capital Management
Texas
+$36.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M
4
Morgan Stanley
Morgan Stanley
New York
+$15.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$15.5M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$76.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$61.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$22.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$17.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$7.87M +$357K +6,577 +5%
WC
102
Walthausen & Co
New York
$7.79M -$1.39M -25,587 -15%
Marshall Wace
103
Marshall Wace
United Kingdom
$7.79M -$15.9M -292,442 -67%
AQR Capital Management
104
AQR Capital Management
Connecticut
$7.42M -$829K -15,268 -10%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$6.98M -$451K -8,302 -6%
AACP
106
Advantage Alpha Capital Partners
California
$6.98M +$6.87M +126,608 New
AIMCA
107
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.95M +$136K +2,514 +2%
Macquarie Group
108
Macquarie Group
Australia
$6.79M +$1.12M +20,715 +20%
MWNA
109
Marshall Wace North America
New York
$6.71M +$2.74M +50,455 +71%
MOACM
110
Mutual of America Capital Management
New York
$6.56M +$145K +2,669 +2%
LSV Asset Management
111
LSV Asset Management
Illinois
$6.39M – – –
CM
112
Caption Management
Oklahoma
$6.25M +$6.15M +113,381 New
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$6.16M -$242K -4,452 -4%
BGIM
114
Brandywine Global Investment Management
Pennsylvania
$6.04M +$5.95M +109,727 New
UBS Group
115
UBS Group
Switzerland
$5.77M +$3.28M +60,444 +137%
CAM
116
Cresset Asset Management
Illinois
$5.73M -$1.52M -28,075 -21%
LG
117
Leuthold Group
Minnesota
$5.5M -$211K -3,885 -4%
Canada Life
118
Canada Life
Manitoba, Canada
$5.49M -$89.4K -1,648 -2%
SBH
119
Segall Bryant & Hamill
Illinois
$5.48M -$1.65M -30,431 -23%
EVM
120
Eaton Vance Management
Massachusetts
$5.42M +$217 +4 +0%
Nordea Investment Management
121
Nordea Investment Management
Sweden
$5.35M +$104K +1,912 +2%
BC
122
Burney Company
Virginia
$5.12M -$615K -11,326 -11%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$5.09M +$3.82M +70,443 +322%
HW
124
Hancock Whitney
Mississippi
$4.92M -$958K -17,648 -17%
DIA
125
Dana Investment Advisors
Wisconsin
$4.88M -$777K -14,322 -14%
3 4
5
6 7

EHC Hedge Fund Activity: Q4 2019 in Review

397 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2019, worth a combined $6.24B — up 11% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EHC positions and 37 closed out — a net gain of 46 holders — while 112 added to existing stakes and 142 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $213M. The largest seller was Point72 Asset Management, cutting an estimated $76.6M.

  • 397 institutional investors held Encompass Health (EHC) as of Q4 2019, up from 360 in Q3 2019.
  • Funds reported $6.24B of Encompass Health stock for Q4 2019, up 11% quarter-over-quarter.
  • 83 funds opened new Encompass Health positions in Q4 2019 and 37 closed out, a net change of +46 holders.
  • The largest Encompass Health buyer in Q4 2019 was Wellington Management Group, an estimated $213M added.
  • The largest Encompass Health seller in Q4 2019 was Point72 Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2019.