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Encompass Health
EHC

270 hedge funds and large institutions have $3.48B invested in Encompass Health in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $8.07M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

2.97% more ownership

Funds ownership: 120.56% → 123.53% (+3%)

2% more funds holding

Funds holding: 265 → 270 (+5)

4% more capital invested

Capital invested by funds: $3.35B → $3.48B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
7.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
100
Reduced
90
Closed
26
Calls
$30.8M
Puts
$8.07M
Net Calls
+$22.7M
Net Calls Change
+$5.64M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$55M
2
SFM
Systematic Financial Management
New Jersey
+$32M
3
Comerica Bank
Comerica Bank
Texas
+$17.5M
4
BA
Boston Advisors
Massachusetts
+$13.6M
5
NFA
Nationwide Fund Advisors
Ohio
+$12.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
AR
Advisory Research
Illinois
-$22.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.9M
5
AGA
Altrinsic Global Advisors
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$699K +$702K +21,668 New
FMT
152
First Mercantile Trust
Tennessee
$689K +$153K +4,714 +28%
MAP
153
Moody Aldrich Partners
Massachusetts
$676K +$65K +2,005 +11%
SCM
154
Sterling Capital Management
North Carolina
$667K +$669K +20,658 New
Verition Fund Management
155
Verition Fund Management
Connecticut
$648K +$651K +20,092 New
PCM
156
Piermont Capital Management
Missouri
$630K – – –
VFA
157
Virtus Fund Advisers
Connecticut
$613K -$152K -4,676 -20%
PP
158
Paloma Partners
Connecticut
$610K -$582K -17,970 -49%
Stifel Financial
159
Stifel Financial
Missouri
$604K +$228K +7,038 +60%
Citadel Advisors
160
Citadel Advisors
Florida
$602K +$247K +7,609 +69%
BG
161
Bahl & Gaynor
Ohio
$599K +$601K +18,560 New
BPM
162
Bowling Portfolio Management
Ohio
$597K +$599K +18,484 New
Tudor Investment Corp
163
Tudor Investment Corp
Connecticut
$575K +$165K +5,096 +40%
JG
164
Jefferies Group
New York
$560K -$1.19M -36,826 -68%
VKH
165
Virtu KCG Holdings
New York
$549K +$40.6K +1,254 +8%
SRSA
166
S.R. Schill & Associates
Washington
$537K +$88.7K +2,737 +20%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$532K – – –
HNB
168
Huntington National Bank
Ohio
$517K +$519K +16,010 New
PIA
169
Piedmont Investment Advisors
North Carolina
$513K +$513K +15,839 +28,798%
AG
170
Aperio Group
California
$510K -$26.4K -815 -5%
RFC
171
Regions Financial Corp
Alabama
$505K -$5.67K -175 -1%
SW
172
SVB Wealth
Massachusetts
$498K +$500K +15,440 New
DTL
173
Dynamic Technology Lab
Singapore
$485K +$198K +6,117 +68%
Canada Life
174
Canada Life
Manitoba, Canada
$454K – – –
Squarepoint
175
Squarepoint
New York
$454K +$130K +4,022 +40%
5 6
7
8 9

EHC Hedge Fund Activity: Q3 2016 in Review

270 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2016, worth a combined $3.48B — up 3.9% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EHC positions and 26 closed out — a net gain of 11 holders — while 100 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $55M. The largest seller was Invesco, cutting an estimated $26.2M.

  • 270 institutional investors held Encompass Health (EHC) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.48B of Encompass Health stock for Q3 2016, up 3.9% quarter-over-quarter.
  • 37 funds opened new Encompass Health positions in Q3 2016 and 26 closed out, a net change of +11 holders.
  • The largest Encompass Health buyer in Q3 2016 was William Blair Investment Management, an estimated $55M added.
  • The largest Encompass Health seller in Q3 2016 was Invesco, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2016.