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Encompass Health

397 hedge funds and large institutions have $6.24B invested in Encompass Health in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 112 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $5.62B → $6.24B (+$628M)

11% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $23.2M

10% more funds holding

Funds holding: 360397 (+37)

1.79% more ownership

Funds ownership: 113.1%114.89% (+1.8%)

21% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 142

Holders
397
Holders Change
+37
Holders Change %
+10.28%
% of All Funds
7.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
83
Increased
112
Reduced
142
Closed
37
Calls
$25.8M
Puts
$23.2M
Net Calls
+$2.54M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$1.18M
XK
202
Xact Kapitalforvaltning
Sweden
$1.17M
SOADOR
203
State of Alaska Department of Revenue
Alaska
$1.12M -$92.2K -1,699 -8%
QT
204
Quantbot Technologies
New York
$1.11M +$1.1M +20,204 New
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$1.11M -$7.01M -129,096 -86%
NEAM
206
New England Asset Management
Connecticut
$1.07M +$1.06M +19,484 New
ECM
207
ExodusPoint Capital Management
New York
$1.05M +$1.04M +19,125 New
CWM
208
CIBC World Markets
New York
$1.04M -$1.12M -20,714 -52%
SW
209
SVB Wealth
Massachusetts
$1M -$149K -2,739 -13%
Rafferty Asset Management
210
Rafferty Asset Management
New York
$972K +$957K +17,629 New
HSBC Holdings
211
HSBC Holdings
United Kingdom
$960K -$689K -12,704 -42%
CC
212
Cipher Capital
New York
$958K -$334K -6,153 -26%
PHK
213
Point72 Hong Kong
Hong Kong
$958K +$789K +14,537 +511%
AIM
214
Aigen Investment Management
New York
$935K +$921K +16,972 New
SC
215
Sasco Capital
Connecticut
$916K +$85.7K +1,579 +10%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$909K
DCM
217
Dupont Capital Management
Delaware
$834K -$17.3K -319 -2%
NIPH
218
NN Investment Partners Holdings
Netherlands
$827K -$13.2K -244 -2%
BAM
219
Blueshift Asset Management
New Jersey
$806K -$89.9K -1,657 -10%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$800K +$4.78K +88 +0.6%
KC
221
Kepos Capital
New York
$785K +$773K +14,239 New
PIA
222
Piedmont Investment Advisors
North Carolina
$778K -$95.5K -1,759 -11%
SO
223
STRS Ohio
Ohio
$771K +$760K +14,003 New
RG
224
Renaissance Group
Kentucky
$768K +$133K +2,445 +21%
PVH
225
Psagot Value Holdings
Israel
$762K

EHC Hedge Fund Activity: Q4 2019 in Review

397 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2019, worth a combined $6.24B — up 11% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EHC positions and 37 closed out — a net gain of 46 holders — while 112 added to existing stakes and 142 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $213M. The largest seller was Point72 Asset Management, cutting an estimated $76.6M.

  • 397 institutional investors held Encompass Health (EHC) as of Q4 2019, up from 360 in Q3 2019.
  • Funds reported $6.24B of Encompass Health stock for Q4 2019, up 11% quarter-over-quarter.
  • 83 funds opened new Encompass Health positions in Q4 2019 and 37 closed out, a net change of +46 holders.
  • The largest Encompass Health buyer in Q4 2019 was Wellington Management Group, an estimated $213M added.
  • The largest Encompass Health seller in Q4 2019 was Point72 Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2019.