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Encompass Health

241 hedge funds and large institutions have $3.2B invested in Encompass Health in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $3.69M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $2.92B → $3.2B (+$278M)

4.27% more ownership

Funds ownership: 115.73%120% (+4.3%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% less funds holding

Funds holding: 244241 (-3)

Holders
241
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
34
Increased
93
Reduced
78
Closed
32
Calls
$10.2M
Puts
$3.69M
Net Calls
+$6.56M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
201
QS Investors
New York
$89K
WA
202
WFG Advisors
Texas
$83K +$4.2K +152 +6%
Barclays
203
Barclays
United Kingdom
$78K +$59.4K +2,152 +419%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$75K
ASN
205
Advisory Services Network
Georgia
$60K +$46.9K +1,697 +581%
MOACM
206
Mutual of America Capital Management
New York
$52K
MFS
207
MSI Financial Services
Massachusetts
$50K +$13.7K +496 +43%
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$36K -$59K -2,136 -64%
TRCT
209
Tower Research Capital (TRC)
New York
$35K +$18.1K +654 +128%
Walleye Trading
210
Walleye Trading
New York
$31K -$3.28M -118,953 -99%
Geode Capital Management
211
Geode Capital Management
Massachusetts
$23.7K -$1.7M -61,594 -7%
FAM
212
Formidable Asset Management
Ohio
$23K
Baillie Gifford & Co
213
Baillie Gifford & Co
United Kingdom
$15K +$253K +9,151 New
FIB
214
First Interstate Bank
Montana
$14K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$8K
CHP
216
Cable Hill Partners
Oregon
$8K +$3.98K +144 +121%
NFG
217
Next Financial Group
Texas
$8K +$7.98K +289 New
FNBT
218
FineMark National Bank & Trust
Florida
$5K -$1.41K -51 -25%
PFG
219
Piershale Financial Group
Illinois
$5K
DAM
220
Delta Asset Management
Tennessee
$4K
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
LNB
222
Ledyard National Bank
$4K
N
223
Nuveen
North Carolina
$2.63K +$87.4K +3,164 +4%
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$2.6K -$718K -26,001 -100%
BL
225
Balentine LLC
Georgia
$2K

EHC Hedge Fund Activity: Q1 2016 in Review

241 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2016, worth a combined $3.2B — up 9.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EHC positions and 32 closed out — a net gain of 2 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $61.2M. The largest seller was William Blair Investment Management, cutting an estimated $40.3M.

  • 241 institutional investors held Encompass Health (EHC) as of Q1 2016, down from 244 in Q4 2015.
  • Funds reported $3.2B of Encompass Health stock for Q1 2016, up 9.5% quarter-over-quarter.
  • 34 funds opened new Encompass Health positions in Q1 2016 and 32 closed out, a net change of +2 holders.
  • The largest Encompass Health buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $61.2M added.
  • The largest Encompass Health seller in Q1 2016 was William Blair Investment Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2016.