Encompass Health
241 hedge funds and large institutions have $3.12B invested in Encompass Health in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 21 closing their positions.
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
9% more funds holding
Funds holding: 222 → 241 (+19)
6% more capital invested
Capital invested by funds: $2.95B → $3.12B (+$176M)
1.6% more ownership
Funds ownership: 114.39% → 115.99% (+1.6%)
1% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 83
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
47% less call options, than puts
Call options by funds: $528K | Put options by funds: $999K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$141M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$40M |
| 3 |
Goldman Sachs
New York
|
+$25M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$16M |
| 5 |
O
OppenheimerFunds
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$40M |
| 2 |
Bank of New York Mellon
New York
|
-$24.7M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$20.3M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$18.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$14M |
EHC Hedge Fund Activity: Q4 2014 in Review
241 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2014, worth a combined $3.12B — up 6% from $2.95B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EHC positions and 21 closed out — a net gain of 22 holders — while 82 added to existing stakes and 83 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $141M. The largest seller was William Blair & Company, cutting an estimated $40M.
- 241 institutional investors held Encompass Health (EHC) as of Q4 2014, up from 222 in Q3 2014.
- Funds reported $3.12B of Encompass Health stock for Q4 2014, up 6% quarter-over-quarter.
- 43 funds opened new Encompass Health positions in Q4 2014 and 21 closed out, a net change of +22 holders.
- The largest Encompass Health buyer in Q4 2014 was Victory Capital Management, an estimated $141M added.
- The largest Encompass Health seller in Q4 2014 was William Blair & Company, an estimated $40M sold.
Based on aggregated 13F filings for Q4 2014.