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Encompass Health
EHC

321 hedge funds and large institutions have $3.86B invested in Encompass Health in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 20

242% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.76M

65% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 79

19% more funds holding

Funds holding: 270 → 321 (+51)

11% more capital invested

Capital invested by funds: $3.48B → $3.86B (+$374M)

7.29% more ownership

Funds ownership: 123.53% → 130.82% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
321
Holders Change
+51
Holders Change %
+18.89%
% of All Funds
8.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
74
Increased
130
Reduced
79
Closed
20
Calls
$12.9M
Puts
$3.76M
Net Calls
+$9.11M
Net Calls Change
-$13.6M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$118M
2
State Street
State Street
Massachusetts
+$46.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$53M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.7M
3
Goldman Sachs
Goldman Sachs
New York
-$37M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$35.6M
5
HM
HealthCor Management
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
126
Quantitative Investment Management
Virginia
$2.73M +$2.7M +83,088 New
Los Angeles Capital Management
127
Los Angeles Capital Management
California
$2.72M +$320K +9,879 +14%
TPSF
128
Texas Permanent School Fund
Texas
$2.7M +$2.67M +82,325 New
EA
129
Evanston Advisors
Illinois
$2.67M -$186K -5,744 -7%
CC
130
Coastland Capital
California
$2.58M +$2.54M +78,280 New
SEI Investments
131
SEI Investments
Pennsylvania
$2.52M -$1.91M -58,874 -43%
Bessemer Group
132
Bessemer Group
New Jersey
$2.37M +$31.5K +970 +1%
KM
133
Kalos Management
Georgia
$2.14M +$385K +11,860 +22%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$2.12M +$147K +4,524 +8%
PGCM
135
Prescott Group Capital Management
Oklahoma
$2.11M – – –
SAM
136
Shell Asset Management
Netherlands
$2.09M -$18.2K -560 -0.9%
Canada Life
137
Canada Life
Manitoba, Canada
$2.09M +$1.61M +49,656 +353%
Citigroup
138
Citigroup
New York
$2.09M +$2.06M +63,522 +23,702%
First Trust Advisors
139
First Trust Advisors
Illinois
$2.09M +$968K +29,846 +88%
EAM
140
EverPoint Asset Management
Connecticut
$2.06M +$2.04M +62,850 New
Federated Hermes
141
Federated Hermes
Pennsylvania
$2.05M +$2.03M +62,460 New
WI
142
WBI Investments
New Jersey
$1.96M -$10.4M -320,375 -84%
CIBC World Market
143
CIBC World Market
Ontario, Canada
$1.74M +$1.72M +53,078 New
SIA
144
Sit Investment Associates
Minnesota
$1.73M +$1.57M +48,363 +1,076%
MSA
145
Mason Street Advisors
Wisconsin
$1.73M +$1.71M +52,681 New
BlackRock
146
BlackRock
New York
$1.73M +$1.31M +40,288 +328%
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$1.69M +$1.67M +51,399 New
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$1.64M +$1.31M +40,351 +418%
LMGAM
149
Liberty Mutual Group Asset Management
Massachusetts
$1.6M +$1.59M +48,863 New
Citadel Advisors
150
Citadel Advisors
Florida
$1.51M +$893K +27,513 +147%
4 5
6
7 8

EHC Hedge Fund Activity: Q4 2016 in Review

321 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2016, worth a combined $3.86B — up 11% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EHC positions and 20 closed out — a net gain of 54 holders — while 130 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $118M. The largest seller was Victory Capital Management, cutting an estimated $53M.

  • 321 institutional investors held Encompass Health (EHC) as of Q4 2016, up from 270 in Q3 2016.
  • Funds reported $3.86B of Encompass Health stock for Q4 2016, up 11% quarter-over-quarter.
  • 74 funds opened new Encompass Health positions in Q4 2016 and 20 closed out, a net change of +54 holders.
  • The largest Encompass Health buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $118M added.
  • The largest Encompass Health seller in Q4 2016 was Victory Capital Management, an estimated $53M sold.

Based on aggregated 13F filings for Q4 2016.