Encompass Health
222 hedge funds and large institutions have $2.95B invested in Encompass Health in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 88 reducing their positions, and 18 closing their positions.
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
5% more funds holding
Funds holding: 212 → 222 (+10)
2% more capital invested
Capital invested by funds: $2.9B → $2.95B (+$47.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.89% less ownership
Funds ownership: 115.28% → 114.39% (-0.89%)
24% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 88
43% less call options, than puts
Call options by funds: $260K | Put options by funds: $457K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$63M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$16.7M |
| 3 |
GC
GW Capital
Bellevue,
Washington
|
+$11.3M |
| 4 |
Morgan Stanley
New York
|
+$9.01M |
| 5 |
Neuberger Berman Group
New York
|
+$8.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$52.6M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$47.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$31.2M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$18.7M |
| 5 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$17.2M |
EHC Hedge Fund Activity: Q3 2014 in Review
222 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2014, worth a combined $2.95B — up 1.6% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new EHC positions and 18 closed out — a net gain of 12 holders — while 67 added to existing stakes and 88 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $63M. The largest seller was Osterweis Capital Management, cutting an estimated $52.6M.
- 222 institutional investors held Encompass Health (EHC) as of Q3 2014, up from 212 in Q2 2014.
- Funds reported $2.95B of Encompass Health stock for Q3 2014, up 1.6% quarter-over-quarter.
- 30 funds opened new Encompass Health positions in Q3 2014 and 18 closed out, a net change of +12 holders.
- The largest Encompass Health buyer in Q3 2014 was Acadian Asset Management, an estimated $63M added.
- The largest Encompass Health seller in Q3 2014 was Osterweis Capital Management, an estimated $52.6M sold.
Based on aggregated 13F filings for Q3 2014.