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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
CIM
176
CIM Investment Management
Pennsylvania
$448K +$17.5K +541 +4%
AR
177
Advisory Research
Illinois
$434K -$22.8M -704,642 -98%
WCM
178
Washington Capital Management
Washington
$434K – – –
HSBC Holdings
179
HSBC Holdings
United Kingdom
$419K – – –
ProShare Advisors
180
ProShare Advisors
Maryland
$415K -$153K -4,733 -27%
BCM
181
Bayesian Capital Management
New York
$414K -$96.6K -2,981 -19%
AA
182
ALPS Advisors
Colorado
$413K -$45.1K -1,392 -10%
Wolverine Trading
183
Wolverine Trading
Illinois
$410K +$412K +12,730 New
CCMG
184
Clark Capital Management Group
Pennsylvania
$408K +$410K +12,654 New
CMANY
185
Capital Management Associates (New York)
New York
$406K – – –
D.E. Shaw & Co
186
D.E. Shaw & Co
New York
$396K -$3.02M -93,314 -88%
BlackRock
187
BlackRock
New York
$396K +$40K +1,236 +11%
UBS Group
188
UBS Group
Switzerland
$396K +$53.6K +1,655 +16%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$393K -$122K -3,764 -24%
AB
190
Amalgamated Bank
New York
$381K +$486 +15 +0.1%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$343K +$47.5K +1,465 +16%
PAM
192
Panagora Asset Management
Massachusetts
$340K +$341K +10,526 New
JMPWA
193
JP Morgan Private Wealth Advisors
California
$339K -$146K -4,519 -30%
Pacer Advisors
194
Pacer Advisors
Pennsylvania
$323K +$27.4K +845 +9%
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$312K +$111K +3,429 +55%
AIP
196
Ameritas Investment Partners
Nebraska
$311K +$30.5K +941 +11%
TI
197
Trexquant Investment
Connecticut
$309K +$310K +9,583 New
RG
198
Renaissance Group
Kentucky
$305K -$7.29K -225 -2%
UCFA
199
United Capital Financial Advisors
Texas
$304K -$7.22K -223 -2%
DADC
200
D.A. Davidson & Co
Montana
$304K -$356 -11 -0.1%
6 7
8
9 10

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.