We are live on ! Find out more
EHC icon

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.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

13% more funds holding

Funds holding: 206232 (+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

5% less capital invested

Capital invested by funds: $2.86B → $2.72B (-$142M)

2.05% less ownership

Funds ownership: 119.31%117.26% (-2%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
44
Increased
81
Reduced
74
Closed
16
Calls
$2.57M
Puts
$2.43M
Net Calls
+$136K
Net Calls Change
-$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$170M +$23.6M +847,351 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M +$9.02M +324,178 +6%
MCM
3
Munder Capital Management
Michigan
$125M -$7.62M -273,729 -5%
William Blair & Company
4
William Blair & Company
Illinois
$123M -$64.5M -2,316,664 -33%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$110M -$60.4M -2,169,582 -34%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$100M -$1.6M -57,677 -2%
OCM
7
Osterweis Capital Management
California
$85.7M +$400K +14,380 +0.4%
CWAM
8
Columbia Wanger Asset Management
Illinois
$84.7M -$25.9M -930,180 -23%
BFA
9
BlackRock Fund Advisors
California
$81.4M -$2.87M -103,107 -3%
Deutsche Bank
10
Deutsche Bank
Germany
$81.2M +$9.73M +349,818 +13%
BIT
11
BlackRock Institutional Trust
California
$79.3M +$420K +15,096 +0.5%
DCM
12
Daruma Capital Management
New York
$77.8M -$2.27M -81,461 -3%
AGA
13
Altrinsic Global Advisors
Connecticut
$67.5M -$30.5M -1,095,286 -30%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$62.7M +$880K +31,635 +1%
State Street
15
State Street
Massachusetts
$52.8M +$2.16M +77,631 +4%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$52.8M +$420K +15,084 +0.8%
Northern Trust
17
Northern Trust
Illinois
$48.2M -$517K -18,568 -1%
BA
18
BlackRock Advisors
Delaware
$48.1M -$687K -24,687 -1%
O
19
OppenheimerFunds
New York
$41.5M -$26.6M -955,136 -38%
Goldman Sachs
20
Goldman Sachs
New York
$37.6M +$1.36M +48,849 +4%
FAM
21
Fred Alger Management
New York
$36.7M +$566K +20,330 +1%
TCIM
22
TIAA CREF Investment Management
New York
$34.7M +$12.5M +450,506 +53%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$33.3M +$24.5M +881,914 +237%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$31.3M +$921K +33,085 +3%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$30.9M -$5.36M -192,641 -14%