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Encompass Health

206 hedge funds and large institutions have $2.86B invested in Encompass Health in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $9.29M | Put options by funds: $1.45M

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $2.33B → $2.86B (+$523M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.5% more ownership

Funds ownership: 116.81%119.31% (+2.5%)

2% more funds holding

Funds holding: 202206 (+4)

19% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 85

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
26
Increased
69
Reduced
85
Closed
21
Calls
$9.29M
Puts
$1.45M
Net Calls
+$7.85M
Net Calls Change
+$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
176
Haverford Trust Company
Pennsylvania
$251K -$29.8K -1,162 -11%
WAM
177
World Asset Management
Michigan
$226K -$54.2K -2,110 -20%
PA
178
Profund Advisors
Maryland
$221K +$207K +8,070 New
GMIM
179
General Motors Investment Management
New York
$213K +$200K +7,780 New
Asset Management One
180
Asset Management One
Japan
$171K
CA
181
CapWealth Advisors
Tennessee
$145K
PA
182
Perceptive Advisors
New York
$144K +$113K +4,393 +503%
JG
183
Jefferies Group
New York
$132K +$113K +4,398 +1,025%
U
184
UBS
Switzerland
$127K +$9.34K +364 +9%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$115K
PMAM
186
Picton Mahoney Asset Management
Ontario, Canada
$114K +$106K +4,148 New
Royal Bank of Canada
187
Royal Bank of Canada
Ontario, Canada
$101K -$279K -10,868 -75%
FMT
188
First Mercantile Trust
Tennessee
$94K
PCM
189
Prelude Capital Management
New York
$87K -$14.9K -581 -15%
WA
190
WFG Advisors
Texas
$80K
Creative Planning
191
Creative Planning
Kansas
$79K
ECM
192
ETrade Capital Management
Virginia
$28K +$488 +19 +2%
FAM
193
Formidable Asset Management
Ohio
$22K +$19.8K +773 New
FNBT
194
FineMark National Bank & Trust
Florida
$17K
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.1K +470 New
PFG
196
Piershale Financial Group
Illinois
$5K
PIA
197
Piedmont Investment Advisors
North Carolina
$4.21K -$51 -2 -1%
PSI
198
Pinnacle Summer Investments
Virginia
$4K
BGIM
199
Brandywine Global Investment Management
Pennsylvania
$3K -$4.88K -190 -67%
DAM
200
Delta Asset Management
Tennessee
$3K

EHC Hedge Fund Activity: Q3 2013 in Review

206 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2013, worth a combined $2.86B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EHC positions and 21 closed out — a net gain of 5 holders — while 69 added to existing stakes and 85 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $63.3M. The largest seller was OppenheimerFunds, cutting an estimated $25.1M.

  • 206 institutional investors held Encompass Health (EHC) as of Q3 2013, up from 202 in Q2 2013.
  • Funds reported $2.86B of Encompass Health stock for Q3 2013, up 22% quarter-over-quarter.
  • 26 funds opened new Encompass Health positions in Q3 2013 and 21 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q3 2013 was Deutsche Bank, an estimated $63.3M added.
  • The largest Encompass Health seller in Q3 2013 was OppenheimerFunds, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2013.