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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
PMAM
201
Picton Mahoney Asset Management
Ontario, Canada
$110K – – –
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$109K -$280K -10,051 -71%
TDC
203
Thompson Davis & Co
Virginia
$107K +$112K +4,022 New
Walleye Trading
204
Walleye Trading
New York
$92K +$96.5K +3,467 New
WA
205
WFG Advisors
Texas
$77K – – –
Creative Planning
206
Creative Planning
Kansas
$75K -$1.78K -64 -2%
FMT
207
First Mercantile Trust
Tennessee
$62K -$30.3K -1,089 -32%
MOACM
208
Mutual of America Capital Management
New York
$47K +$49.5K +1,779 New
QT
209
Quantbot Technologies
New York
$39K +$42K +1,508 New
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$37.7K -$801K -28,786 -95%
TRCT
211
Tower Research Capital (TRC)
New York
$36K -$385K -13,835 -91%
AP
212
Advisors Preferred
Maryland
$33K +$34.8K +1,251 New
Canada Pension Plan Investment Board
213
Canada Pension Plan Investment Board
Ontario, Canada
$33K +$35K +1,257 New
PSI
214
Pinnacle Summer Investments
Virginia
$22K +$19.2K +690 +500%
FAM
215
Formidable Asset Management
Ohio
$19K – – –
ECM
216
ETrade Capital Management
Virginia
$17K -$9.85K -354 -35%
FNBT
217
FineMark National Bank & Trust
Florida
$17K – – –
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$14K +$12.9K +465 +949%
PCM
219
Prelude Capital Management
New York
$10K -$77.6K -2,790 -88%
PFG
220
Piershale Financial Group
Illinois
$5K – – –
PIA
221
Piedmont Investment Advisors
North Carolina
$4.07K – – –
LNB
222
Ledyard National Bank
$4K +$4.12K +148 New
DAM
223
Delta Asset Management
Tennessee
$3K – – –
BGIM
224
Brandywine Global Investment Management
Pennsylvania
$3K +$28 +1 +1%
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.17K -$39.2K -1,408 -2%
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.