Encompass Health
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.
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
4.93% less ownership
Funds ownership: 122.19% → 117.26% (-4.9%)
7% less capital invested
Capital invested by funds: $2.93B → $2.72B (-$211M)
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$23.6M |
| 3 |
Morgan Stanley
New York
|
+$18.6M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$13.4M |
| 5 |
D.E. Shaw & Co
New York
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$96.7M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$64.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$60.4M |
| 4 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$30.5M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$25.9M |
EHC Hedge Fund Activity: Q4 2013 in Review
232 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2013, worth a combined $2.72B — down 7.2% from $2.93B 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 OppenheimerFunds, cutting an estimated $96.7M.
- 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 7.2% 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 OppenheimerFunds, an estimated $96.7M sold.
Based on aggregated 13F filings for Q4 2013.