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Encompass Health
EHC

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: 6 → 7 (+1)

2.5% more ownership

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

2% more funds holding

Funds holding: 202 → 206 (+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

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$63.3M
2
CWAM
Columbia Wanger Asset Management
Illinois
+$46.9M
3
MSA
Mason Street Advisors
Wisconsin
+$23.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15.4M
5
Invesco
Invesco
Georgia
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
-$25.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$23.5M
3
OCM
Osterweis Capital Management
California
-$16.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$11M
5
Goldman Sachs
Goldman Sachs
New York
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
201
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.29K -$73.6K -2,867 -3%
PTC
202
Private Trust Company
Ohio
$2K – – –
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$847 +33 +94%
OIA
204
Optimum Investment Advisors
Illinois
$2K +$2.29K +89 New
CAM
205
ClariVest Asset Management
California
$1K – – –
Envestnet Asset Management
206
Envestnet Asset Management
Illinois
$1K – – –
PRCM
207
Pine River Capital Management
Minnesota
– -$6.13M -267,752 Closed
Fidelity Investments
208
Fidelity Investments
Massachusetts
– -$1.52M -66,495 Closed
Millennium Management
209
Millennium Management
New York
– -$1.44M -62,762 Closed
WC
210
Wexford Capital
Florida
– -$1.01M -43,995 Closed
MSU
211
Maple Securities USA
New Jersey
– -$985K -42,989 Closed
SCA
212
SAC Capital Advisors
Connecticut
– -$797K -34,770 Closed
OAM
213
Oxford Asset Management
United Kingdom
– -$767K -33,460 Closed
HCM
214
Highbridge Capital Management
New York
– -$660K -28,766 Closed
Nomura Holdings
215
Nomura Holdings
Japan
– -$657K -28,541 Closed
EMG
216
Ellington Management Group
Connecticut
– -$475K -20,741 Closed
RJFSA
217
Raymond James Financial Services Advisors
Florida
– -$435K -18,976 Closed
GH
218
GAM Holding
Switzerland
– -$351K -15,335 Closed
T
219
TradeWorx
New Jersey
– -$237K -10,326 Closed
FAAS
220
First Allied Advisory Services
California
– -$224K -9,828 Closed
Tudor Investment Corp
221
Tudor Investment Corp
Connecticut
– -$210K -9,176 Closed
MA
222
MUFG Americas
New York
– -$105K -4,582 Closed
Citadel Advisors
223
Citadel Advisors
Florida
– -$85K -3,716 Closed
OMCS
224
Old Mutual Customised Solutions
South Africa
– -$29K -1,257 Closed
DADC
225
D.A. Davidson & Co
Montana
– -$4K -176 Closed
6 7 8
9
10

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.