We are live on ! Find out more
EHC icon

Encompass Health
EHC

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: 8 → 9 (+1)

4% less capital invested

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

3% less funds holding

Funds holding: 333 → 323 (-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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$56.9M
2
BlackRock
BlackRock
New York
+$46.5M
3
APG Asset Management
APG Asset Management
Netherlands
+$26.2M
4
SAM
Senzar Asset Management
New York
+$20.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$12.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$46.4M
2
MSL
Mackay Shields LLC
New York
-$39.6M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$27.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$20.1M
5
Comerica Bank
Comerica Bank
Texas
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
151
Squarepoint
New York
$1.82M -$885K -24,840 -34%
MFIMFI
152
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.77M +$140K +3,916 +9%
SOMRS
153
State of Michigan Retirement System
Michigan
$1.72M +$8.98K +252 +0.5%
AIP
154
Ameritas Investment Partners
Nebraska
$1.7M +$116K +3,268 +8%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$1.69M +$162K +4,560 +11%
ONB
156
Old National Bancorp
Indiana
$1.64M -$226K -6,338 -12%
OAM
157
Oppenheimer Asset Management
New York
$1.63M -$125K -3,507 -7%
CWM
158
CIBC World Markets
New York
$1.62M -$5.15M -144,555 -77%
BC
159
Brinker Capital
Pennsylvania
$1.59M +$15.2K +427 +1%
PIA
160
Piedmont Investment Advisors
North Carolina
$1.54M -$649K -18,211 -30%
LCM
161
Legato Capital Management
California
$1.52M +$655K +18,379 +80%
BPM
162
Bowling Portfolio Management
Ohio
$1.5M -$81.4K -2,284 -5%
GC
163
Globeflex Capital
California
$1.43M +$453K +12,724 +49%
BCC
164
Bridge City Capital
Oregon
$1.4M +$108K +3,045 +9%
MERSOM
165
Municipal Employees' Retirement System of Michigan
Michigan
$1.38M -$211K -5,920 -14%
CC
166
Cipher Capital
New York
$1.36M -$1.28M -36,059 -49%
N
167
Nuveen
North Carolina
$1.32M +$95.3K +2,676 +8%
HCM
168
Horrell Capital Management
Arkansas
$1.3M +$5.77K +162 +0.5%
PL
169
Polianta Ltd
Jersey
$1.23M +$1.19M +33,436 New
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$1.22M +$134K +3,771 +13%
EF
171
Empirical Finance
Pennsylvania
$1.19M – – –
CAM
172
ClariVest Asset Management
California
$1.14M – – –
QIM
173
Quantitative Investment Management
Virginia
$1.14M -$9.07M -254,542 -89%
O
174
OppenheimerFunds
New York
$1.1M +$55.4K +1,554 +6%
LMGAM
175
Liberty Mutual Group Asset Management
Massachusetts
$1.09M -$445K -12,502 -30%
5 6
7
8 9

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.