We are live on ! Find out more
EHC icon

Encompass Health

241 hedge funds and large institutions have $3.34B invested in Encompass Health in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 85

0.52% more ownership

Funds ownership: 119.67%120.2% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 253241 (-12)

16% less capital invested

Capital invested by funds: $4B → $3.34B (-$658M)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

71% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $4.98M

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
93
Reduced
85
Closed
36
Calls
$1.42M
Puts
$4.98M
Net Calls
-$3.56M
Net Calls Change
-$7.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Glenview Capital Management
New York
$262M +$102M +2,930,287 +52%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M +$7.2M +206,720 +3%
Invesco
3
Invesco
Georgia
$188M +$8.26M +237,183 +4%
Victory Capital Management
4
Victory Capital Management
Texas
$136M +$2.05M +58,924 +1%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$136M +$71.5M +2,054,646 +86%
FCM
6
Frontier Capital Management
Massachusetts
$118M +$16M +459,733 +13%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$111M +$126M +3,626,333 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$110M +$2.26M +64,861 +2%
BFA
9
BlackRock Fund Advisors
California
$99.9M -$1.85M -53,124 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$94.9M +$20.5M +590,238 +23%
BIT
11
BlackRock Institutional Trust
California
$84.1M +$3.42M +98,216 +4%
AGA
12
Altrinsic Global Advisors
Connecticut
$74.2M +$26.8M +770,006 +46%
CWAM
13
Columbia Wanger Asset Management
Illinois
$73.5M -$7.68M -220,489 -8%
JP Morgan Chase
14
JP Morgan Chase
New York
$69.7M +$10.5M +300,482 +15%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$68.9M -$3.38M -96,974 -4%
State Street
16
State Street
Massachusetts
$65.5M +$5.99M +171,952 +9%
O
17
OppenheimerFunds
New York
$62.7M -$25.6M -735,654 -26%
Northern Trust
18
Northern Trust
Illinois
$56.9M +$3.13M +89,918 +5%
DCM
19
Daruma Capital Management
New York
$56.3M -$15.8M -453,318 -20%
EAM
20
Eagle Asset Management
Florida
$51.6M -$11M -316,147 -16%
AR
21
Advisory Research
Illinois
$49.9M +$3.52M +101,090 +7%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$49.1M -$412K -11,821 -0.7%
Goldman Sachs
23
Goldman Sachs
New York
$48.7M -$31.6M -907,453 -36%
Allianz Asset Management
24
Allianz Asset Management
Germany
$41.7M +$694K +19,931 +1%
TCIM
25
TIAA CREF Investment Management
New York
$38.7M -$246K -7,078 -0.6%

EHC Hedge Fund Activity: Q3 2015 in Review

241 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2015, worth a combined $3.34B — down 16% from $4B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EHC and 25 opened new positions — a net loss of 11 holders — while 85 trimmed existing stakes and 93 added.

The largest buyer was Glenview Capital Management, adding an estimated $102M. The largest seller was William Blair & Company, cutting an estimated $120M.

  • 241 institutional investors held Encompass Health (EHC) as of Q3 2015, down from 253 in Q2 2015.
  • Funds reported $3.34B of Encompass Health stock for Q3 2015, down 16% quarter-over-quarter.
  • 25 funds opened new Encompass Health positions in Q3 2015 and 36 closed out, a net change of -11 holders.
  • The largest Encompass Health buyer in Q3 2015 was Glenview Capital Management, an estimated $102M added.
  • The largest Encompass Health seller in Q3 2015 was William Blair & Company, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2015.