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Encompass Health
EHC

316 hedge funds and large institutions have $3.75B invested in Encompass Health in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.01M

31% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 102

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less capital invested

Capital invested by funds: $3.86B → $3.75B (-$104M)

2% less funds holding

Funds holding: 321 → 316 (-5)

7.16% less ownership

Funds ownership: 130.82% → 123.65% (-7.2%)

Holders
316
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
7.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
40
Increased
134
Reduced
102
Closed
35
Calls
$3.02M
Puts
$1.01M
Net Calls
+$2M
Net Calls Change
-$7.11M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$388M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$40.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$15.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$14.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
GCM
Glenview Capital Management
New York
-$300M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$55.5M
3
HM
HealthCor Management
New York
-$41.3M
4
O
OppenheimerFunds
New York
-$23.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
126
Evanston Advisors
Illinois
$3.09M +$312K +9,490 +12%
AQR Capital Management
127
AQR Capital Management
Connecticut
$3.04M +$90.5K +2,756 +3%
First Trust Advisors
128
First Trust Advisors
Illinois
$3.03M +$834K +25,384 +40%
NIM
129
Needham Investment Management
New York
$3M – – –
EGM
130
Engineers Gate Manager
New York
$2.99M -$1.49M -45,501 -34%
CS
131
Comerica Securities
Michigan
$2.88M +$53.8K +1,637 +2%
GAM
132
Gotham Asset Management
New York
$2.88M +$2.77M +84,477 New
N
133
Nuveen
North Carolina
$2.84M -$453K -13,787 -14%
William Blair & Company
134
William Blair & Company
Illinois
$2.8M -$367K -11,187 -12%
TPSF
135
Texas Permanent School Fund
Texas
$2.76M -$42.1K -1,281 -2%
KM
136
Kalos Management
Georgia
$2.67M +$432K +13,168 +20%
Bessemer Group
137
Bessemer Group
New Jersey
$2.59M +$121K +3,681 +5%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$2.5M -$400K -12,193 -14%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.46M -$336K -10,230 -12%
BIMC
140
Benson Investment Management Company
Virginia
$2.42M -$1.85M -56,225 -73%
UBS Group
141
UBS Group
Switzerland
$2.32M +$1.12M +34,194 +101%
SIA
142
Sit Investment Associates
Minnesota
$2.27M +$452K +13,764 +26%
SEI Investments
143
SEI Investments
Pennsylvania
$2.27M -$336K -10,247 -13%
Canada Life
144
Canada Life
Manitoba, Canada
$2.21M +$39.5K +1,204 +2%
PGCM
145
Prescott Group Capital Management
Oklahoma
$2.19M +$5.29K +161 +0.3%
OAM
146
Oppenheimer Asset Management
New York
$2.1M +$2.02M +61,651 New
Squarepoint
147
Squarepoint
New York
$2.09M +$1.59M +48,528 +380%
Federated Hermes
148
Federated Hermes
Pennsylvania
$2.09M -$40.2K -1,224 -2%
CIBC World Market
149
CIBC World Market
Ontario, Canada
$2.08M +$265K +8,084 +15%
PP
150
Paloma Partners
Connecticut
$2.06M +$981K +29,887 +98%
4 5
6
7 8

EHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2017, worth a combined $3.75B — down 2.7% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EHC positions and 35 closed out — a net gain of 5 holders — while 134 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $388M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $300M sold.

  • 316 institutional investors held Encompass Health (EHC) as of Q1 2017, down from 321 in Q4 2016.
  • Funds reported $3.75B of Encompass Health stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 40 funds opened new Encompass Health positions in Q1 2017 and 35 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q1 2017 was BlackRock, an estimated $388M added.
  • The largest Encompass Health seller in Q1 2017 was Glenview Capital Management, an estimated $300M sold.

Based on aggregated 13F filings for Q1 2017.