Encompass Health
EHC
206 hedge funds and large institutions have $2.93B invested in Encompass Health in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 21 closing their positions.
543% more call options, than puts
Call options by funds: $9.29M | Put options by funds: $1.45M
25% more capital invested
Capital invested by funds: $2.33B → $2.93B (+$594M)
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5.39% more ownership
Funds ownership: 116.81% → 122.19% (+5.4%)
2% more funds holding
Funds holding: 202 → 206 (+4)
17% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$63.3M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$46.9M |
| 3 |
O
OppenheimerFunds
New York
|
+$39.6M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$23.8M |
| 5 |
D.E. Shaw & Co
New York
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$23.5M |
| 2 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$16.3M |
| 3 |
Two Sigma Investments
New York
|
-$11M |
| 4 |
Goldman Sachs
New York
|
-$10M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.49M |
EHC Hedge Fund Activity: Q3 2013 in Review
206 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2013, worth a combined $2.93B — up 25% 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 70 added to existing stakes and 84 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $63.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $23.5M.
- 206 institutional investors held Encompass Health (EHC) as of Q3 2013, up from 202 in Q2 2013.
- Funds reported $2.93B of Encompass Health stock for Q3 2013, up 25% 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 Lord, Abbett & Co, an estimated $23.5M sold.
Based on aggregated 13F filings for Q3 2013.