We are live on ! Find out more
EHC icon

Encompass Health
EHC

387 hedge funds and large institutions have $6.05B invested in Encompass Health in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 29

43% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $1.71M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

16% more capital invested

Capital invested by funds: $5.22B → $6.05B (+$829M)

9% more funds holding

Funds holding: 354 → 387 (+33)

1.68% less ownership

Funds ownership: 117.4% → 115.73% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 149

Holders
387
Holders Change
+33
Holders Change %
+9.32%
% of All Funds
8.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
67
Increased
114
Reduced
149
Closed
29
Calls
$2.44M
Puts
$1.71M
Net Calls
+$732K
Net Calls Change
-$2.41M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$58M
2
Millennium Management
Millennium Management
New York
+$46.6M
3
APG Asset Management
APG Asset Management
Netherlands
+$41.3M
4
AAM
Ardevora Asset Management
United Kingdom
+$33.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$32.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$118M
2
State Street
State Street
Massachusetts
-$52.3M
3
Ameriprise
Ameriprise
Minnesota
-$48.7M
4
Northern Trust
Northern Trust
Illinois
-$46M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$4.97M +$122K +2,440 +3%
NIM
127
Needham Investment Management
New York
$4.74M – – –
Lazard Asset Management
128
Lazard Asset Management
New York
$4.68M +$4.34M +86,890 New
ASRS
129
Arizona State Retirement System
Arizona
$4.65M +$141K +2,819 +3%
TPSF
130
Texas Permanent School Fund
Texas
$4.32M -$74.6K -1,493 -2%
SIA
131
Sit Investment Associates
Minnesota
$4.3M +$33K +660 +0.8%
Citigroup
132
Citigroup
New York
$4.25M +$3.9M +78,061 +10,085%
Arrowstreet Capital
133
Arrowstreet Capital
Massachusetts
$4.21M -$40.2M -803,767 -91%
AllianceBernstein
134
AllianceBernstein
Tennessee
$4.17M -$5.73M -114,634 -60%
EVM
135
Eaton Vance Management
Massachusetts
$4.02M -$3.72M -74,366 -50%
GAM
136
Gotham Asset Management
New York
$4.01M +$3.22M +64,513 +646%
VIA
137
Vident Investment Advisory
Georgia
$3.97M +$670K +13,399 +22%
UBS Group
138
UBS Group
Switzerland
$3.94M +$2.09M +41,789 +133%
RJA
139
Raymond James & Associates
Florida
$3.71M -$120K -2,409 -3%
FP
140
Foundry Partners
Minnesota
$3.63M -$155K -3,108 -4%
PP
141
Pegasus Partners
Wisconsin
$3.62M -$1.75M -35,038 -34%
CIP
142
Chartwell Investment Partners
Pennsylvania
$3.57M -$116K -2,313 -3%
EI
143
EAM Investors
California
$3.53M -$1.29M -25,741 -28%
AG
144
Aperio Group
California
$3.47M +$1.15M +23,082 +56%
MSA
145
Mason Street Advisors
Wisconsin
$3.43M +$87.4K +1,749 +3%
Nordea Investment Management
146
Nordea Investment Management
Sweden
$3.42M -$534K -10,683 -14%
SAM
147
Sawgrass Asset Management
Florida
$3.38M +$464K +9,277 +17%
SGAM
148
Smith Group Asset Management
Texas
$3.34M +$109K +2,187 +4%
Credit Agricole
149
Credit Agricole
France
$3.25M +$314K +6,285 +12%
OCG
150
Opus Capital Group
Ohio
$3.11M -$4.05K -81 -0.1%
4 5
6
7 8

EHC Hedge Fund Activity: Q2 2018 in Review

387 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q2 2018, worth a combined $6.05B — up 16% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EHC positions and 29 closed out — a net gain of 38 holders — while 114 added to existing stakes and 149 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $58M. The largest seller was BlackRock, cutting an estimated $118M.

  • 387 institutional investors held Encompass Health (EHC) as of Q2 2018, up from 354 in Q1 2018.
  • Funds reported $6.05B of Encompass Health stock for Q2 2018, up 16% quarter-over-quarter.
  • 67 funds opened new Encompass Health positions in Q2 2018 and 29 closed out, a net change of +38 holders.
  • The largest Encompass Health buyer in Q2 2018 was William Blair Investment Management, an estimated $58M added.
  • The largest Encompass Health seller in Q2 2018 was BlackRock, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2018.