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Encompass Health
EHC

232 hedge funds and large institutions have $2.72B invested in Encompass Health in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

13% more funds holding

Funds holding: 206 → 232 (+26)

9% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 74

6% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.43M

5% less capital invested

Capital invested by funds: $2.86B → $2.72B (-$142M)

2.05% less ownership

Funds ownership: 119.31% → 117.26% (-2%)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
44
Increased
81
Reduced
74
Closed
16
Calls
$2.57M
Puts
$2.43M
Net Calls
+$136K
Net Calls Change
-$7.71M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.5M
2
Invesco
Invesco
Georgia
+$23.6M
3
Morgan Stanley
Morgan Stanley
New York
+$18.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$13.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.1M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$64.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.4M
3
AGA
Altrinsic Global Advisors
Connecticut
-$30.5M
4
O
OppenheimerFunds
New York
-$26.6M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
176
Telluride Asset Management
Minnesota
$349K +$366K +13,163 New
AG
177
Aperio Group
California
$328K -$338K -12,136 Closed
U
178
UBS
Switzerland
$328K +$216K +7,761 +168%
ProShare Advisors
179
ProShare Advisors
Maryland
$313K -$1.68M -60,402 -84%
VKH
180
Virtu KCG Holdings
New York
$312K +$48K +1,726 +17%
GVT
181
Genesee Valley Trust
New York
$307K -$1.95K -70 -0.6%
IRS
182
Invictus RG (Singapore)
Singapore
$306K -$86K -3,091 -21%
HCM
183
Horrell Capital Management
Arkansas
$303K +$7.01K +252 +2%
NI
184
Numeric Investors
Massachusetts
$293K +$308K +11,062 New
OTPPB
185
Ontario Teachers' Pension Plan Board
Ontario, Canada
$275K -$94.3K -3,391 -25%
FCBT
186
First Citizens Bank & Trust
North Carolina
$268K -$18.6K -667 -6%
AB
187
Amalgamated Bank
New York
$259K +$272K +9,767 New
AIP
188
Ameritas Investment Partners
Nebraska
$251K – – –
PA
189
Profund Advisors
Maryland
$245K +$32.4K +1,163 +14%
HTC
190
Haverford Trust Company
Pennsylvania
$238K -$4.37K -157 -2%
RG
191
Renaissance Group
Kentucky
$238K +$249K +8,962 New
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$233K -$175K -6,285 -42%
Canada Life
193
Canada Life
Manitoba, Canada
$228K +$238K +8,549 New
Group One Trading
194
Group One Trading
Illinois
$209K -$90.9K -3,268 -29%
Verition Fund Management
195
Verition Fund Management
Connecticut
$208K +$218K +7,846 New
JG
196
Jefferies Group
New York
$207K +$82.5K +2,965 +61%
GMIM
197
General Motors Investment Management
New York
$206K – – –
WCM
198
Wedge Capital Management
North Carolina
$204K -$59.5K -2,137 -22%
CA
199
CapWealth Advisors
Tennessee
$140K – – –
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$110K – – –
6 7
8
9 10

EHC Hedge Fund Activity: Q4 2013 in Review

232 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2013, worth a combined $2.72B — down 5% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EHC positions and 16 closed out — a net gain of 28 holders — while 81 added to existing stakes and 74 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was William Blair & Company, cutting an estimated $64.5M.

  • 232 institutional investors held Encompass Health (EHC) as of Q4 2013, up from 206 in Q3 2013.
  • Funds reported $2.72B of Encompass Health stock for Q4 2013, down 5% quarter-over-quarter.
  • 44 funds opened new Encompass Health positions in Q4 2013 and 16 closed out, a net change of +28 holders.
  • The largest Encompass Health buyer in Q4 2013 was Bank of Montreal, an estimated $24.5M added.
  • The largest Encompass Health seller in Q4 2013 was William Blair & Company, an estimated $64.5M sold.

Based on aggregated 13F filings for Q4 2013.