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Encompass Health

323 hedge funds and large institutions have $4.32B invested in Encompass Health in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,027% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $492K

61% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 93

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% less capital invested

Capital invested by funds: $4.51B → $4.32B (-$196M)

3% less funds holding

Funds holding: 333323 (-10)

12.39% less ownership

Funds ownership: 130.94%118.55% (-12%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

Holders
323
Holders Change
-10
Holders Change %
-3%
% of All Funds
8.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
150
Reduced
93
Closed
37
Calls
$10.5M
Puts
$492K
Net Calls
+$9.97M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
126
Texas Permanent School Fund
Texas
$3.34M +$299K +8,403 +10%
RJA
127
Raymond James & Associates
Florida
$3.29M +$223K +6,264 +8%
NIM
128
Needham Investment Management
New York
$3.25M
William Blair & Company
129
William Blair & Company
Illinois
$3.14M
OCG
130
Opus Capital Group
Ohio
$3.13M -$912K -25,589 -23%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$3.08M +$2.65M +74,511 +833%
Bessemer Group
132
Bessemer Group
New Jersey
$2.82M +$18.3K +514 +0.7%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$2.71M +$4.49K +126 +0.2%
BIMC
134
Benson Investment Management Company
Virginia
$2.68M +$3.81K +107 +0.5%
Canada Life
135
Canada Life
Manitoba, Canada
$2.66M +$192K +5,381 +8%
BG
136
Bahl & Gaynor
Ohio
$2.65M +$320K +8,985 +14%
ASRS
137
Arizona State Retirement System
Arizona
$2.59M +$814K +22,838 +48%
SG Americas Securities
138
SG Americas Securities
New York
$2.44M +$340K +9,549 +17%
PGCM
139
Prescott Group Capital Management
Oklahoma
$2.38M
SGH
140
Sivik Global Healthcare
Connecticut
$2.36M +$2.28M +63,996 New
Two Sigma Advisers
141
Two Sigma Advisers
New York
$2.35M +$748K +20,992 +49%
MSA
142
Mason Street Advisors
Wisconsin
$2.27M +$235K +6,601 +12%
Federated Hermes
143
Federated Hermes
Pennsylvania
$2.27M +$159K +4,467 +8%
ARTA
144
A.R.T. Advisors
New York
$2.21M +$600K +16,844 +39%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$2.21M +$215K +6,033 +11%
SAM
146
Shell Asset Management
Netherlands
$2.15M -$49.3K -1,383 -2%
HI
147
HBK Investments
Texas
$2.11M +$2.04M +57,138 New
Aviva
148
Aviva
United Kingdom
$2.02M
AQR Capital Management
149
AQR Capital Management
Connecticut
$1.91M +$51.6K +1,447 +3%
GS
150
GAM Systematic
United Kingdom
$1.88M -$492K -13,814 -21%

EHC Hedge Fund Activity: Q3 2017 in Review

323 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2017, worth a combined $4.32B — down 4.3% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EHC and 32 opened new positions — a net loss of 5 holders — while 93 trimmed existing stakes and 150 added.

The largest buyer was Vanguard Group, adding an estimated $56.9M. The largest seller was Invesco, cutting an estimated $46.4M.

  • 323 institutional investors held Encompass Health (EHC) as of Q3 2017, down from 333 in Q2 2017.
  • Funds reported $4.32B of Encompass Health stock for Q3 2017, down 4.3% quarter-over-quarter.
  • 32 funds opened new Encompass Health positions in Q3 2017 and 37 closed out, a net change of -5 holders.
  • The largest Encompass Health buyer in Q3 2017 was Vanguard Group, an estimated $56.9M added.
  • The largest Encompass Health seller in Q3 2017 was Invesco, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2017.