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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
PTC
201
Petrus Trust Company
Texas
$292K -$69.9K -2,157 -19%
CSS
202
Cubist Systematic Strategies
Connecticut
$280K +$10.6K +328 +4%
GT
203
Glenmede Trust
Pennsylvania
$273K -$38.4K -1,186 -12%
PAM
204
Princeton Alpha Management
New Jersey
$271K +$272K +8,404 New
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$267K +$13.9K +430 +5%
GFG
206
Gray Financial Group
Georgia
$257K – – –
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$256K +$71.9K +2,218 +39%
CIM
208
Calvert Investment Management
Maryland
$242K +$22.3K +687 +10%
AIA
209
Affinity Investment Advisors
California
$238K +$239K +7,374 New
CCM
210
CrestPoint Capital Management
Missouri
$231K – – –
PA
211
Profund Advisors
Maryland
$228K +$229K +7,053 New
OCG
212
Opus Capital Group
Ohio
$216K – – –
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$194K -$210K -6,487 -52%
CPP
214
Crow Point Partners
Massachusetts
$189K +$190K +5,871 New
KKAMG
215
Kernodle & Katon Asset Management Group
Arkansas
$184K +$185K +5,697 New
AIM
216
Acrospire Investment Management
Illinois
$174K +$24.4K +754 +16%
LSV Asset Management
217
LSV Asset Management
Illinois
$164K +$165K +5,098 New
QI
218
QS Investors
New York
$148K +$28.5K +879 +24%
SIA
219
Sit Investment Associates
Minnesota
$145K +$43.8K +1,351 +43%
CA
220
CapWealth Advisors
Tennessee
$122K – – –
WAM
221
Wolverine Asset Management
Illinois
$121K +$121K +3,750 New
Barclays
222
Barclays
United Kingdom
$114K +$70.6K +2,178 +163%
FAM
223
Fortaleza Asset Management
Illinois
$96.2K – – –
WA
224
WFG Advisors
Texas
$90K – – –
Simplex Trading
225
Simplex Trading
Illinois
$89K +$90.1K +2,780 New
7 8
9
10 11

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.