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Encompass Health

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: 89 (+1)

4% less capital invested

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

3% less funds holding

Funds holding: 333323 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
176
Aperio Group
California
$1.08M +$100K +2,811 +11%
UBS Group
177
UBS Group
Switzerland
$1.08M -$607K -17,039 -37%
VIA
178
Vident Investment Advisory
Georgia
$1.08M +$1.04M +29,180 New
N
179
Natixis
France
$1.04M +$576K +16,163 +133%
AAM
180
Advisors Asset Management
Colorado
$1.03M +$245K +6,867 +32%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$1.03M -$372K -10,433 -27%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$1.02M -$1.36M -38,196 -58%
ECM
183
Endurant Capital Management
California
$1.01M -$439K -12,318 -31%
New York State Teachers Retirement System (NYSTRS)
184
New York State Teachers Retirement System (NYSTRS)
New York
$997K
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$976K +$133K +3,721 +16%
FMA
186
FNY Managed Accounts
New York
$970K +$924K +25,929 +6,515%
Stifel Financial
187
Stifel Financial
Missouri
$961K +$6.88K +193 +0.7%
TRSOTSOK
188
Teachers Retirement System of the State of Kentucky
Kentucky
$959K
AIM
189
Assured Investment Management
New York
$951K +$919K +25,797 New
AA
190
ALPS Advisors
Colorado
$947K +$186K +5,225 +26%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$922K +$630K +17,686 +240%
SW
192
SVB Wealth
Massachusetts
$873K +$36.7K +1,031 +5%
SC
193
Sasco Capital
Connecticut
$861K -$103K -2,879 -11%
MC
194
Menta Capital
California
$857K +$829K +23,255 New
ADEF
195
Adams Diversified Equity Fund
Maryland
$844K -$31.4K -880 -4%
Barclays
196
Barclays
United Kingdom
$843K -$25.6K -718 -3%
SCM
197
Sterling Capital Management
North Carolina
$839K +$2.07K +58 +0.3%
PSUF
198
People's United Financial
Connecticut
$838K -$84.7K -2,376 -9%
EVM
199
Eaton Vance Management
Massachusetts
$834K +$4.85K +136 +0.6%
ZIG
200
Zurich Insurance Group
Switzerland
$825K

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.