Encompass Health
244 hedge funds and large institutions have $2.93B invested in Encompass Health in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 31 closing their positions.
16% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 31
1% more funds holding
Funds holding: 241 → 244 (+3)
5% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 84
4.48% less ownership
Funds ownership: 120.2% → 115.71% (-4.5%)
13% less capital invested
Capital invested by funds: $3.36B → $2.93B (-$426M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
91% less call options, than puts
Call options by funds: $450K | Put options by funds: $4.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$36.1M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$17.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$12.8M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$54.1M |
| 2 |
O
OppenheimerFunds
New York
|
-$36.1M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$30.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$30M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.1M |
EHC Hedge Fund Activity: Q4 2015 in Review
244 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2015, worth a combined $2.93B — down 13% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EHC positions and 31 closed out — a net gain of 5 holders — while 88 added to existing stakes and 84 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $47.2M. The largest seller was Frontier Capital Management, cutting an estimated $54.1M.
- 244 institutional investors held Encompass Health (EHC) as of Q4 2015, up from 241 in Q3 2015.
- Funds reported $2.93B of Encompass Health stock for Q4 2015, down 13% quarter-over-quarter.
- 36 funds opened new Encompass Health positions in Q4 2015 and 31 closed out, a net change of +5 holders.
- The largest Encompass Health buyer in Q4 2015 was Fidelity Investments, an estimated $47.2M added.
- The largest Encompass Health seller in Q4 2015 was Frontier Capital Management, an estimated $54.1M sold.
Based on aggregated 13F filings for Q4 2015.