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Encompass Health

206 hedge funds and large institutions have $2.86B invested in Encompass Health in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $9.29M | Put options by funds: $1.45M

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $2.33B → $2.86B (+$523M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.5% more ownership

Funds ownership: 116.81%119.31% (+2.5%)

2% more funds holding

Funds holding: 202206 (+4)

19% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 85

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
26
Increased
69
Reduced
85
Closed
21
Calls
$9.29M
Puts
$1.45M
Net Calls
+$7.85M
Net Calls Change
+$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
126
First Quadrant
California
$903K
AQR Capital Management
127
AQR Capital Management
Connecticut
$886K -$503K -19,589 -38%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$829K -$196K -7,628 -20%
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$821K +$769K +29,944 New
BlackRock
130
BlackRock
New York
$807K +$5.78K +225 +0.8%
PP
131
PDT Partners
New York
$756K +$74.3K +2,893 +12%
Barclays
132
Barclays
United Kingdom
$749K +$107K +4,179 +18%
Bank of America
133
Bank of America
North Carolina
$701K -$514K -20,008 -44%
SO
134
STRS Ohio
Ohio
$652K -$1M -39,044 -62%
WFM
135
Wilmington Funds Management
Delaware
$641K
VAM
136
Visium Asset Management
New York
$626K +$77K +3,000 +15%
HHC
137
Hutchin Hill Capital
New York
$624K -$80.7K -3,142 -12%
DWT
138
Dorsey & Whitney Trust
South Dakota
$623K -$131K -5,109 -18%
BA
139
Boston Advisors
Massachusetts
$604K +$565K +22,023 New
BIM
140
Bogle Investment Management
Massachusetts
$600K -$894K -34,819 -61%
Legal & General Group
141
Legal & General Group
United Kingdom
$599K +$318K +12,395 +131%
SG Americas Securities
142
SG Americas Securities
New York
$594K +$382K +14,898 +221%
Bessemer Group
143
Bessemer Group
New Jersey
$552K +$517K +20,121 New
BIM
144
BRC Investment Management
Colorado
$525K -$18.6K -726 -4%
FAM
145
Fortaleza Asset Management
Illinois
$495K +$463K +18,049 New
MAM
146
Martingale Asset Management
Massachusetts
$484K +$452K +17,617 New
PVH
147
Psagot Value Holdings
Israel
$483K +$71K +2,765 +19%
BCM
148
Bridgeway Capital Management
Texas
$479K
Citigroup
149
Citigroup
New York
$471K -$168K -6,529 -28%
ARTA
150
A.R.T. Advisors
New York
$450K +$422K +16,428 New

EHC Hedge Fund Activity: Q3 2013 in Review

206 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2013, worth a combined $2.86B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EHC positions and 21 closed out — a net gain of 5 holders — while 69 added to existing stakes and 85 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $63.3M. The largest seller was OppenheimerFunds, cutting an estimated $25.1M.

  • 206 institutional investors held Encompass Health (EHC) as of Q3 2013, up from 202 in Q2 2013.
  • Funds reported $2.86B of Encompass Health stock for Q3 2013, up 22% quarter-over-quarter.
  • 26 funds opened new Encompass Health positions in Q3 2013 and 21 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q3 2013 was Deutsche Bank, an estimated $63.3M added.
  • The largest Encompass Health seller in Q3 2013 was OppenheimerFunds, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2013.