Encompass Health
213 hedge funds and large institutions have $2.91B invested in Encompass Health in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
63% more call options, than puts
Call options by funds: $3.83M | Put options by funds: $2.35M
7% more capital invested
Capital invested by funds: $2.72B → $2.91B (+$198M)
9% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 80
1.36% less ownership
Funds ownership: 117.26% → 115.9% (-1.4%)
8% less funds holding
Funds holding: 232 → 213 (-19)
49% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$21.4M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$20.3M |
| 3 |
Neuberger Berman Group
New York
|
+$15.3M |
| 4 |
Bank of New York Mellon
New York
|
+$13.6M |
| 5 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.5M |
| 2 |
DCM
Daruma Capital Management
New York
|
-$15M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$12M |
| 4 |
Millennium Management
New York
|
-$11.5M |
| 5 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$9.86M |
EHC Hedge Fund Activity: Q1 2014 in Review
213 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2014, worth a combined $2.91B — up 7.3% from $2.72B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of EHC and 18 opened new positions — a net loss of 17 holders — while 80 trimmed existing stakes and 73 added.
The largest buyer was JP Morgan Chase, adding an estimated $21.4M. The largest seller was Morgan Stanley, cutting an estimated $19.5M.
- 213 institutional investors held Encompass Health (EHC) as of Q1 2014, down from 232 in Q4 2013.
- Funds reported $2.91B of Encompass Health stock for Q1 2014, up 7.3% quarter-over-quarter.
- 18 funds opened new Encompass Health positions in Q1 2014 and 35 closed out, a net change of -17 holders.
- The largest Encompass Health buyer in Q1 2014 was JP Morgan Chase, an estimated $21.4M added.
- The largest Encompass Health seller in Q1 2014 was Morgan Stanley, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2014.